FSLCX vs. SFSNX
Compare and contrast key facts about Fidelity Small Cap Stock Fund (FSLCX) and Schwab Fundamental US Small Company Index Fund (SFSNX).
FSLCX is managed by Fidelity. It was launched on Mar 12, 1998. SFSNX is managed by Charles Schwab. It was launched on Apr 2, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSLCX or SFSNX.
Performance
FSLCX vs. SFSNX - Performance Comparison
Returns By Period
The year-to-date returns for both stocks are quite close, with FSLCX having a 12.61% return and SFSNX slightly lower at 12.58%. Over the past 10 years, FSLCX has underperformed SFSNX with an annualized return of 0.97%, while SFSNX has yielded a comparatively higher 9.20% annualized return.
FSLCX
12.61%
-1.32%
6.84%
26.61%
2.02%
0.97%
SFSNX
12.58%
1.80%
9.34%
26.22%
11.24%
9.20%
Key characteristics
| FSLCX | SFSNX | |
|---|---|---|
| Sharpe Ratio | 1.48 | 1.48 |
| Sortino Ratio | 2.15 | 2.16 |
| Omega Ratio | 1.26 | 1.26 |
| Calmar Ratio | 0.75 | 2.28 |
| Martin Ratio | 8.42 | 8.30 |
| Ulcer Index | 3.30% | 3.32% |
| Daily Std Dev | 18.73% | 18.67% |
| Max Drawdown | -66.70% | -62.68% |
| Current Drawdown | -19.58% | -3.57% |
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FSLCX vs. SFSNX - Expense Ratio Comparison
FSLCX has a 0.90% expense ratio, which is higher than SFSNX's 0.25% expense ratio.
Correlation
The correlation between FSLCX and SFSNX is 0.94, 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.
Risk-Adjusted Performance
FSLCX vs. SFSNX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Small Cap Stock Fund (FSLCX) and Schwab Fundamental US Small Company Index Fund (SFSNX). 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. SFSNX - Dividend Comparison
FSLCX's dividend yield for the trailing twelve months is around 0.02%, less than SFSNX's 1.22% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSLCX Fidelity Small Cap Stock Fund | 0.02% | 0.02% | 0.00% | 0.26% | 0.00% | 0.31% | 0.41% | 0.35% | 0.02% | 11.97% | 0.65% | 0.30% |
SFSNX Schwab Fundamental US Small Company Index Fund | 1.22% | 1.37% | 1.22% | 1.35% | 1.42% | 1.41% | 1.91% | 1.42% | 1.22% | 1.58% | 1.22% | 0.90% |
Drawdowns
FSLCX vs. SFSNX - Drawdown Comparison
The maximum FSLCX drawdown since its inception was -66.70%, which is greater than SFSNX's maximum drawdown of -62.68%. Use the drawdown chart below to compare losses from any high point for FSLCX and SFSNX. For additional features, visit the drawdowns tool.
Volatility
FSLCX vs. SFSNX - Volatility Comparison
Fidelity Small Cap Stock Fund (FSLCX) and Schwab Fundamental US Small Company Index Fund (SFSNX) have volatilities of 6.94% and 6.62%, 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.