FSLCX vs. FDSCX
Compare and contrast key facts about Fidelity Small Cap Stock Fund (FSLCX) and Fidelity Stock Selector Small Cap Fund (FDSCX).
FSLCX is managed by Fidelity. It was launched on Mar 12, 1998. FDSCX is managed by Fidelity. It was launched on Jun 28, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSLCX or FDSCX.
Correlation
The correlation between FSLCX and FDSCX is 0.83, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
FSLCX vs. FDSCX - Performance Comparison
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Key characteristics
FSLCX:
0.08
FDSCX:
-0.12
FSLCX:
0.34
FDSCX:
0.04
FSLCX:
1.04
FDSCX:
1.00
FSLCX:
0.08
FDSCX:
-0.08
FSLCX:
0.34
FDSCX:
-0.22
FSLCX:
8.18%
FDSCX:
9.37%
FSLCX:
22.27%
FDSCX:
23.47%
FSLCX:
-66.70%
FDSCX:
-65.47%
FSLCX:
-24.85%
FDSCX:
-15.89%
Returns By Period
In the year-to-date period, FSLCX achieves a -2.06% return, which is significantly higher than FDSCX's -7.27% return. Over the past 10 years, FSLCX has underperformed FDSCX with an annualized return of 0.22%, while FDSCX has yielded a comparatively higher 8.69% annualized return.
FSLCX
-2.06%
10.70%
-10.27%
1.79%
4.98%
0.22%
FDSCX
-7.27%
10.66%
-14.96%
-2.44%
13.60%
8.69%
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FSLCX vs. FDSCX - Expense Ratio Comparison
Both FSLCX and FDSCX have an expense ratio of 0.90%.
Risk-Adjusted Performance
FSLCX vs. FDSCX — Risk-Adjusted Performance Rank
FSLCX
FDSCX
FSLCX vs. FDSCX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Small Cap Stock Fund (FSLCX) and Fidelity Stock Selector Small Cap Fund (FDSCX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
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Dividends
FSLCX vs. FDSCX - Dividend Comparison
FSLCX's dividend yield for the trailing twelve months is around 0.05%, less than FDSCX's 0.82% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSLCX Fidelity Small Cap Stock Fund | 0.05% | 0.05% | 0.02% | 0.00% | 0.26% | 0.00% | 0.31% | 0.41% | 0.35% | 0.02% | 11.97% | 0.65% |
FDSCX Fidelity Stock Selector Small Cap Fund | 0.82% | 0.76% | 0.23% | 0.12% | 0.17% | 0.00% | 0.33% | 0.28% | 0.43% | 0.47% | 7.52% | 0.37% |
Drawdowns
FSLCX vs. FDSCX - Drawdown Comparison
The maximum FSLCX drawdown since its inception was -66.70%, roughly equal to the maximum FDSCX drawdown of -65.47%. Use the drawdown chart below to compare losses from any high point for FSLCX and FDSCX. For additional features, visit the drawdowns tool.
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Volatility
FSLCX vs. FDSCX - Volatility Comparison
The current volatility for Fidelity Small Cap Stock Fund (FSLCX) is 6.86%, while Fidelity Stock Selector Small Cap Fund (FDSCX) has a volatility of 7.53%. This indicates that FSLCX experiences smaller price fluctuations and is considered to be less risky than FDSCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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