FSLCX vs. FSCNX
Compare and contrast key facts about Fidelity Small Cap Stock Fund (FSLCX) and Fidelity Advisor Asset Manager 60% Fund Class C (FSCNX).
FSLCX is managed by Fidelity. It was launched on Mar 12, 1998. FSCNX is managed by BlackRock. It was launched on Oct 9, 2007.
Performance
FSLCX vs. FSCNX - Performance Comparison
Loading graphics...
FSLCX vs. FSCNX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FSLCX Fidelity Small Cap Stock Fund | -5.26% | 14.95% | 9.27% | 19.70% | -22.71% | 20.26% | 13.80% | 29.46% | -11.70% | 13.78% |
FSCNX Fidelity Advisor Asset Manager 60% Fund Class C | -2.81% | 15.36% | 8.35% | 13.51% | -17.12% | 10.69% | 14.85% | 19.32% | -7.54% | 14.93% |
Returns By Period
In the year-to-date period, FSLCX achieves a -5.26% return, which is significantly lower than FSCNX's -2.81% return. Over the past 10 years, FSLCX has outperformed FSCNX with an annualized return of 8.19%, while FSCNX has yielded a comparatively lower 6.79% annualized return.
FSLCX
- 1D
- -1.30%
- 1M
- -9.01%
- YTD
- -5.26%
- 6M
- -3.52%
- 1Y
- 15.27%
- 3Y*
- 11.24%
- 5Y*
- 3.71%
- 10Y*
- 8.19%
FSCNX
- 1D
- -0.18%
- 1M
- -6.76%
- YTD
- -2.81%
- 6M
- -0.51%
- 1Y
- 12.71%
- 3Y*
- 9.39%
- 5Y*
- 4.43%
- 10Y*
- 6.79%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FSLCX vs. FSCNX - Expense Ratio Comparison
FSLCX has a 0.90% expense ratio, which is lower than FSCNX's 1.78% expense ratio.
Return for Risk
FSLCX vs. FSCNX — Risk / Return Rank
FSLCX
FSCNX
FSLCX vs. FSCNX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Small Cap Stock Fund (FSLCX) and Fidelity Advisor Asset Manager 60% Fund Class C (FSCNX). 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.
| FSLCX | FSCNX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.71 | 1.14 | -0.43 |
Sortino ratioReturn per unit of downside risk | 1.15 | 1.63 | -0.48 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.24 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 1.05 | 1.45 | -0.40 |
Martin ratioReturn relative to average drawdown | 3.52 | 6.29 | -2.76 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| FSLCX | FSCNX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.71 | 1.14 | -0.43 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.18 | 0.42 | -0.24 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.39 | 0.63 | -0.24 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.41 | -0.03 |
Correlation
The correlation between FSLCX and FSCNX is 0.88, 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.
Dividends
FSLCX vs. FSCNX - Dividend Comparison
FSLCX's dividend yield for the trailing twelve months is around 15.74%, more than FSCNX's 4.97% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSLCX Fidelity Small Cap Stock Fund | 15.74% | 14.91% | 1.86% | 0.02% | 7.91% | 22.97% | 0.00% | 0.31% | 26.25% | 8.92% | 3.85% | 10.97% |
FSCNX Fidelity Advisor Asset Manager 60% Fund Class C | 4.97% | 4.83% | 2.17% | 0.85% | 3.16% | 1.48% | 0.87% | 3.07% | 3.50% | 1.81% | 0.20% | 3.10% |
Drawdowns
FSLCX vs. FSCNX - Drawdown Comparison
The maximum FSLCX drawdown since its inception was -61.22%, which is greater than FSCNX's maximum drawdown of -42.29%. Use the drawdown chart below to compare losses from any high point for FSLCX and FSCNX.
Loading graphics...
Drawdown Indicators
| FSLCX | FSCNX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.22% | -42.29% | -18.93% |
Max Drawdown (1Y)Largest decline over 1 year | -12.51% | -8.00% | -4.51% |
Max Drawdown (5Y)Largest decline over 5 years | -30.04% | -23.16% | -6.88% |
Max Drawdown (10Y)Largest decline over 10 years | -45.42% | -24.47% | -20.95% |
Current DrawdownCurrent decline from peak | -12.51% | -7.19% | -5.32% |
Average DrawdownAverage peak-to-trough decline | -9.87% | -6.05% | -3.82% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.74% | 1.85% | +1.89% |
Volatility
FSLCX vs. FSCNX - Volatility Comparison
Fidelity Small Cap Stock Fund (FSLCX) has a higher volatility of 6.33% compared to Fidelity Advisor Asset Manager 60% Fund Class C (FSCNX) at 4.11%. This indicates that FSLCX's price experiences larger fluctuations and is considered to be riskier than FSCNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| FSLCX | FSCNX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.33% | 4.11% | +2.22% |
Volatility (6M)Calculated over the trailing 6-month period | 12.82% | 6.84% | +5.98% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.07% | 11.16% | +9.91% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.77% | 10.69% | +10.08% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.10% | 10.88% | +10.22% |