FSLCX vs. FSSNX
Compare and contrast key facts about Fidelity Small Cap Stock Fund (FSLCX) and Fidelity Small Cap Index Fund (FSSNX).
FSLCX is managed by Fidelity. It was launched on Mar 12, 1998. FSSNX is managed by Fidelity. It was launched on Sep 8, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSLCX or FSSNX.
Correlation
The correlation between FSLCX and FSSNX is 0.95, 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. FSSNX - Performance Comparison
Key characteristics
FSLCX:
0.30
FSSNX:
0.56
FSLCX:
0.55
FSSNX:
0.93
FSLCX:
1.07
FSSNX:
1.11
FSLCX:
0.18
FSSNX:
0.57
FSLCX:
1.24
FSSNX:
2.47
FSLCX:
4.49%
FSSNX:
4.51%
FSLCX:
18.30%
FSSNX:
19.87%
FSLCX:
-66.70%
FSSNX:
-44.52%
FSLCX:
-24.44%
FSSNX:
-9.80%
Returns By Period
The year-to-date returns for both investments are quite close, with FSLCX having a -1.52% return and FSSNX slightly higher at -1.45%. Over the past 10 years, FSLCX has underperformed FSSNX with an annualized return of 0.54%, while FSSNX has yielded a comparatively higher 6.15% annualized return.
FSLCX
-1.52%
-6.91%
-4.92%
5.49%
-0.22%
0.54%
FSSNX
-1.45%
-4.62%
-0.37%
10.61%
6.47%
6.15%
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. FSSNX - Expense Ratio Comparison
FSLCX has a 0.90% expense ratio, which is higher than FSSNX's 0.03% expense ratio.
Risk-Adjusted Performance
FSLCX vs. FSSNX — Risk-Adjusted Performance Rank
FSLCX
FSSNX
FSLCX vs. FSSNX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Small Cap Stock Fund (FSLCX) and Fidelity Small Cap Index Fund (FSSNX). 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.
Dividends
FSLCX vs. FSSNX - Dividend Comparison
FSLCX's dividend yield for the trailing twelve months is around 0.05%, less than FSSNX's 1.04% 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% |
FSSNX Fidelity Small Cap Index Fund | 1.04% | 1.03% | 1.43% | 1.26% | 1.26% | 0.94% | 1.32% | 1.33% | 1.15% | 1.24% | 2.80% | 4.80% |
Drawdowns
FSLCX vs. FSSNX - Drawdown Comparison
The maximum FSLCX drawdown since its inception was -66.70%, which is greater than FSSNX's maximum drawdown of -44.52%. Use the drawdown chart below to compare losses from any high point for FSLCX and FSSNX. For additional features, visit the drawdowns tool.
Volatility
FSLCX vs. FSSNX - Volatility Comparison
Fidelity Small Cap Stock Fund (FSLCX) and Fidelity Small Cap Index Fund (FSSNX) have volatilities of 4.64% and 4.74%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.