FVLKX vs. BSCFX

In the year-to-date period, FVLKX achieves a -6.12% return, which is significantly lower than BSCFX's -0.13% return. Over the past 10 years, FVLKX has outperformed BSCFX with an annualized return of 7.88%, while BSCFX has yielded a comparatively lower -0.87% annualized return.

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FVLKX has a 0.71% expense ratio, which is lower than BSCFX's 1.29% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Value Fund Class K (FVLKX) and Baron Small Cap Fund (BSCFX). 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.

The current FVLKX Sharpe Ratio is -0.20, which is lower than the BSCFX Sharpe Ratio of 0.09. The chart below compares the historical Sharpe Ratios of FVLKX and BSCFX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Neither FVLKX nor BSCFX has paid dividends to shareholders.

The maximum FVLKX drawdown since its inception was -62.82%, which is greater than BSCFX's maximum drawdown of -58.53%. Use the drawdown chart below to compare losses from any high point for FVLKX and BSCFX. For additional features, visit the drawdowns tool.

Fidelity Value Fund Class K (FVLKX) has a higher volatility of 16.19% compared to Baron Small Cap Fund (BSCFX) at 14.72%. This indicates that FVLKX's price experiences larger fluctuations and is considered to be riskier than BSCFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.