FSSNX vs. FSLCX
Compare and contrast key facts about Fidelity Small Cap Index Fund (FSSNX) and Fidelity Small Cap Stock Fund (FSLCX).
FSSNX is managed by Fidelity. It was launched on Sep 8, 2011. FSLCX is managed by Fidelity. It was launched on Mar 12, 1998.
Performance
FSSNX vs. FSLCX - Performance Comparison
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FSSNX vs. FSLCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FSSNX Fidelity Small Cap Index Fund | -2.46% | 12.94% | 11.71% | 17.11% | -20.28% | 14.70% | 19.99% | 25.70% | -11.24% | 14.54% |
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% |
Returns By Period
In the year-to-date period, FSSNX achieves a -2.46% return, which is significantly higher than FSLCX's -5.26% return. Over the past 10 years, FSSNX has outperformed FSLCX with an annualized return of 9.53%, while FSLCX has yielded a comparatively lower 8.19% annualized return.
FSSNX
- 1D
- -1.44%
- 1M
- -8.16%
- YTD
- -2.46%
- 6M
- -0.28%
- 1Y
- 21.68%
- 3Y*
- 11.92%
- 5Y*
- 3.17%
- 10Y*
- 9.53%
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%
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FSSNX vs. FSLCX - Expense Ratio Comparison
FSSNX has a 0.03% expense ratio, which is lower than FSLCX's 0.90% expense ratio.
Return for Risk
FSSNX vs. FSLCX — Risk / Return Rank
FSSNX
FSLCX
FSSNX vs. FSLCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Small Cap Index Fund (FSSNX) and Fidelity Small Cap Stock Fund (FSLCX). 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.
| FSSNX | FSLCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.92 | 0.71 | +0.21 |
Sortino ratioReturn per unit of downside risk | 1.41 | 1.15 | +0.25 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.14 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.34 | 1.05 | +0.28 |
Martin ratioReturn relative to average drawdown | 5.05 | 3.52 | +1.52 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FSSNX | FSLCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.92 | 0.71 | +0.21 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.14 | 0.18 | -0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.41 | 0.39 | +0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.38 | +0.09 |
Correlation
The correlation between FSSNX and FSLCX is 0.96, 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
FSSNX vs. FSLCX - Dividend Comparison
FSSNX's dividend yield for the trailing twelve months is around 1.11%, less than FSLCX's 15.74% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSSNX Fidelity Small Cap Index Fund | 1.11% | 1.08% | 1.04% | 1.43% | 1.26% | 3.92% | 0.94% | 2.96% | 4.94% | 3.37% | 2.27% | 2.66% |
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% |
Drawdowns
FSSNX vs. FSLCX - Drawdown Comparison
The maximum FSSNX drawdown since its inception was -41.72%, smaller than the maximum FSLCX drawdown of -61.22%. Use the drawdown chart below to compare losses from any high point for FSSNX and FSLCX.
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Drawdown Indicators
| FSSNX | FSLCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.72% | -61.22% | +19.50% |
Max Drawdown (1Y)Largest decline over 1 year | -13.89% | -12.51% | -1.38% |
Max Drawdown (5Y)Largest decline over 5 years | -31.87% | -30.04% | -1.83% |
Max Drawdown (10Y)Largest decline over 10 years | -41.72% | -45.42% | +3.70% |
Current DrawdownCurrent decline from peak | -11.00% | -12.51% | +1.51% |
Average DrawdownAverage peak-to-trough decline | -8.37% | -9.87% | +1.50% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.68% | 3.74% | -0.06% |
Volatility
FSSNX vs. FSLCX - Volatility Comparison
Fidelity Small Cap Index Fund (FSSNX) and Fidelity Small Cap Stock Fund (FSLCX) have volatilities of 6.60% and 6.33%, 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.
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Volatility by Period
| FSSNX | FSLCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.60% | 6.33% | +0.27% |
Volatility (6M)Calculated over the trailing 6-month period | 14.12% | 12.82% | +1.30% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.11% | 21.07% | +2.04% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.56% | 20.77% | +1.79% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.38% | 21.10% | +2.28% |