FSOPX vs. FDSCX
Compare and contrast key facts about Fidelity Series Small Cap Opportunities Fund (FSOPX) and Fidelity Stock Selector Small Cap Fund (FDSCX).
FSOPX is managed by Fidelity. It was launched on Mar 22, 2007. 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: FSOPX or FDSCX.
Correlation
The correlation between FSOPX and FDSCX is 0.98, 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
FSOPX vs. FDSCX - Performance Comparison
Key characteristics
FSOPX:
0.80
FDSCX:
1.10
FSOPX:
1.20
FDSCX:
1.61
FSOPX:
1.15
FDSCX:
1.20
FSOPX:
0.56
FDSCX:
1.09
FSOPX:
3.36
FDSCX:
4.95
FSOPX:
4.54%
FDSCX:
4.20%
FSOPX:
19.21%
FDSCX:
18.82%
FSOPX:
-61.43%
FDSCX:
-69.56%
FSOPX:
-16.61%
FDSCX:
-7.87%
Returns By Period
The year-to-date returns for both investments are quite close, with FSOPX having a 3.35% return and FDSCX slightly higher at 3.43%. Over the past 10 years, FSOPX has underperformed FDSCX with an annualized return of 3.36%, while FDSCX has yielded a comparatively higher 5.87% annualized return.
FSOPX
3.35%
3.70%
-1.87%
13.09%
2.36%
3.36%
FDSCX
3.43%
3.82%
3.03%
18.46%
8.39%
5.87%
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FSOPX vs. FDSCX - Expense Ratio Comparison
FSOPX has a 0.00% expense ratio, which is lower than FDSCX's 0.90% expense ratio.
Risk-Adjusted Performance
FSOPX vs. FDSCX — Risk-Adjusted Performance Rank
FSOPX
FDSCX
FSOPX vs. FDSCX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Series Small Cap Opportunities Fund (FSOPX) 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.
Dividends
FSOPX vs. FDSCX - Dividend Comparison
FSOPX's dividend yield for the trailing twelve months is around 2.13%, more than FDSCX's 0.73% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSOPX Fidelity Series Small Cap Opportunities Fund | 2.13% | 2.20% | 0.98% | 1.17% | 0.82% | 0.85% | 1.16% | 1.23% | 0.83% | 0.47% | 6.15% | 5.74% |
FDSCX Fidelity Stock Selector Small Cap Fund | 0.73% | 0.76% | 0.23% | 0.12% | 0.17% | 0.00% | 0.33% | 0.28% | 0.43% | 0.47% | 7.52% | 0.37% |
Drawdowns
FSOPX vs. FDSCX - Drawdown Comparison
The maximum FSOPX drawdown since its inception was -61.43%, smaller than the maximum FDSCX drawdown of -69.56%. Use the drawdown chart below to compare losses from any high point for FSOPX and FDSCX. For additional features, visit the drawdowns tool.
Volatility
FSOPX vs. FDSCX - Volatility Comparison
Fidelity Series Small Cap Opportunities Fund (FSOPX) and Fidelity Stock Selector Small Cap Fund (FDSCX) have volatilities of 5.89% and 5.79%, 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.