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.
Key characteristics
| FSLCX | FSSNX | |
|---|---|---|
| YTD Return | 10.11% | 11.45% |
| 1Y Return | 34.52% | 36.38% |
| 3Y Return (Ann) | 0.61% | 0.63% |
| 5Y Return (Ann) | 7.81% | 8.60% |
| 10Y Return (Ann) | 8.07% | 8.41% |
| Sharpe Ratio | 1.92 | 1.79 |
| Sortino Ratio | 2.71 | 2.56 |
| Omega Ratio | 1.33 | 1.31 |
| Calmar Ratio | 1.34 | 1.27 |
| Martin Ratio | 11.24 | 10.10 |
| Ulcer Index | 3.21% | 3.73% |
| Daily Std Dev | 18.79% | 21.00% |
| Max Drawdown | -61.22% | -41.72% |
| Current Drawdown | -4.05% | -4.18% |
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
In the year-to-date period, FSLCX achieves a 10.11% return, which is significantly lower than FSSNX's 11.45% return. Both investments have delivered pretty close results over the past 10 years, with FSLCX having a 8.07% annualized return and FSSNX not far ahead at 8.41%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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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 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 0.02%, less than FSSNX's 1.11% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSLCX Fidelity Small Cap Stock Fund | 0.02% | 0.02% | 7.91% | 22.97% | 0.00% | 0.31% | 26.31% | 8.98% | 3.85% | 11.97% | 18.90% | 11.02% |
FSSNX Fidelity Small Cap Index Fund | 1.11% | 1.43% | 1.26% | 3.92% | 0.94% | 2.96% | 5.39% | 3.67% | 2.27% | 4.53% | 4.80% | 2.82% |
Drawdowns
FSLCX vs. FSSNX - Drawdown Comparison
The maximum FSLCX drawdown since its inception was -61.22%, which is greater than FSSNX's maximum drawdown of -41.72%. 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
The current volatility for Fidelity Small Cap Stock Fund (FSLCX) is 3.59%, while Fidelity Small Cap Index Fund (FSSNX) has a volatility of 4.29%. This indicates that FSLCX experiences smaller price fluctuations and is considered to be less risky than FSSNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.