FSWCX vs. FBLEX
Compare and contrast key facts about Fidelity SAI U.S. Value Index Fund (FSWCX) and Fidelity Series Stock Selector Large Cap Value Fund (FBLEX).
FSWCX is managed by Fidelity. It was launched on Dec 19, 2017. FBLEX is managed by Fidelity. It was launched on Dec 6, 2012.
Performance
FSWCX vs. FBLEX - Performance Comparison
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FSWCX vs. FBLEX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FSWCX Fidelity SAI U.S. Value Index Fund | -0.37% | 22.50% | 19.90% | 12.64% | -3.50% | 30.43% | -4.44% | 29.09% | -11.54% | 0.77% |
FBLEX Fidelity Series Stock Selector Large Cap Value Fund | -2.01% | 17.06% | 18.04% | 15.60% | -4.82% | 26.83% | 4.34% | 25.57% | -9.04% | 0.39% |
Returns By Period
In the year-to-date period, FSWCX achieves a -0.37% return, which is significantly higher than FBLEX's -2.01% return.
FSWCX
- 1D
- -0.15%
- 1M
- -4.63%
- YTD
- -0.37%
- 6M
- 5.91%
- 1Y
- 19.12%
- 3Y*
- 17.65%
- 5Y*
- 12.31%
- 10Y*
- —
FBLEX
- 1D
- 0.00%
- 1M
- -6.70%
- YTD
- -2.01%
- 6M
- 2.97%
- 1Y
- 12.73%
- 3Y*
- 15.51%
- 5Y*
- 11.00%
- 10Y*
- 11.11%
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FSWCX vs. FBLEX - Expense Ratio Comparison
FSWCX has a 0.10% expense ratio, which is higher than FBLEX's 0.01% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
FSWCX vs. FBLEX — Risk / Return Rank
FSWCX
FBLEX
FSWCX vs. FBLEX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity SAI U.S. Value Index Fund (FSWCX) and Fidelity Series Stock Selector Large Cap Value Fund (FBLEX). 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.
| FSWCX | FBLEX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.17 | 0.91 | +0.26 |
Sortino ratioReturn per unit of downside risk | 1.64 | 1.32 | +0.32 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.20 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.31 | 1.06 | +0.25 |
Martin ratioReturn relative to average drawdown | 6.00 | 4.92 | +1.08 |
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
| FSWCX | FBLEX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.17 | 0.91 | +0.26 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.74 | 0.75 | -0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.64 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.50 | 0.69 | -0.18 |
Correlation
The correlation between FSWCX and FBLEX 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.
Dividends
FSWCX vs. FBLEX - Dividend Comparison
FSWCX's dividend yield for the trailing twelve months is around 7.43%, less than FBLEX's 11.33% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSWCX Fidelity SAI U.S. Value Index Fund | 7.43% | 7.40% | 8.86% | 9.68% | 12.90% | 5.71% | 2.55% | 2.37% | 3.84% | 0.07% | 0.00% | 0.00% |
FBLEX Fidelity Series Stock Selector Large Cap Value Fund | 11.33% | 9.95% | 12.63% | 5.05% | 12.66% | 14.51% | 3.85% | 5.65% | 10.97% | 7.09% | 2.47% | 13.81% |
Drawdowns
FSWCX vs. FBLEX - Drawdown Comparison
The maximum FSWCX drawdown since its inception was -41.41%, roughly equal to the maximum FBLEX drawdown of -39.73%. Use the drawdown chart below to compare losses from any high point for FSWCX and FBLEX.
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Drawdown Indicators
| FSWCX | FBLEX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.41% | -39.73% | -1.68% |
Max Drawdown (1Y)Largest decline over 1 year | -13.65% | -11.55% | -2.10% |
Max Drawdown (5Y)Largest decline over 5 years | -19.62% | -19.00% | -0.62% |
Max Drawdown (10Y)Largest decline over 10 years | — | -39.73% | — |
Current DrawdownCurrent decline from peak | -5.77% | -6.89% | +1.12% |
Average DrawdownAverage peak-to-trough decline | -5.68% | -3.86% | -1.82% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.01% | 2.49% | +0.52% |
Volatility
FSWCX vs. FBLEX - Volatility Comparison
The current volatility for Fidelity SAI U.S. Value Index Fund (FSWCX) is 3.16%, while Fidelity Series Stock Selector Large Cap Value Fund (FBLEX) has a volatility of 3.48%. This indicates that FSWCX experiences smaller price fluctuations and is considered to be less risky than FBLEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FSWCX | FBLEX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.16% | 3.48% | -0.32% |
Volatility (6M)Calculated over the trailing 6-month period | 8.50% | 7.78% | +0.72% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.50% | 15.13% | +2.37% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.74% | 14.78% | +1.96% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.95% | 17.39% | +3.56% |