KCXIX vs. FSKAX
Compare and contrast key facts about Knights of Columbus U.S. All Cap Index Fund (KCXIX) and Fidelity Total Market Index Fund (FSKAX).
KCXIX is managed by Catholic Investor. It was launched on Dec 31, 2019. FSKAX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: KCXIX or FSKAX.
Correlation
The correlation between KCXIX and FSKAX is 0.99, 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
KCXIX vs. FSKAX - Performance Comparison
Key characteristics
KCXIX:
1.76
FSKAX:
1.91
KCXIX:
2.37
FSKAX:
2.56
KCXIX:
1.32
FSKAX:
1.35
KCXIX:
2.63
FSKAX:
2.90
KCXIX:
9.34
FSKAX:
11.47
KCXIX:
2.64%
FSKAX:
2.18%
KCXIX:
14.03%
FSKAX:
13.09%
KCXIX:
-35.77%
FSKAX:
-35.01%
KCXIX:
-1.46%
FSKAX:
-0.08%
Returns By Period
The year-to-date returns for both stocks are quite close, with KCXIX having a 4.29% return and FSKAX slightly lower at 4.24%.
KCXIX
4.29%
1.91%
10.85%
23.20%
13.80%
N/A
FSKAX
4.24%
1.93%
11.37%
23.30%
13.78%
12.44%
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KCXIX vs. FSKAX - Expense Ratio Comparison
KCXIX has a 0.92% expense ratio, which is higher than FSKAX's 0.02% expense ratio.
Risk-Adjusted Performance
KCXIX vs. FSKAX — Risk-Adjusted Performance Rank
KCXIX
FSKAX
KCXIX vs. FSKAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Knights of Columbus U.S. All Cap Index Fund (KCXIX) and Fidelity Total Market Index Fund (FSKAX). 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
KCXIX vs. FSKAX - Dividend Comparison
KCXIX's dividend yield for the trailing twelve months is around 1.05%, less than FSKAX's 1.14% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
KCXIX Knights of Columbus U.S. All Cap Index Fund | 1.05% | 1.10% | 1.26% | 1.35% | 0.92% | 1.29% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FSKAX Fidelity Total Market Index Fund | 1.14% | 1.19% | 1.41% | 1.62% | 1.15% | 1.45% | 1.80% | 2.06% | 1.66% | 1.82% | 1.96% | 1.63% |
Drawdowns
KCXIX vs. FSKAX - Drawdown Comparison
The maximum KCXIX drawdown since its inception was -35.77%, roughly equal to the maximum FSKAX drawdown of -35.01%. Use the drawdown chart below to compare losses from any high point for KCXIX and FSKAX. For additional features, visit the drawdowns tool.
Volatility
KCXIX vs. FSKAX - Volatility Comparison
Knights of Columbus U.S. All Cap Index Fund (KCXIX) has a higher volatility of 3.58% compared to Fidelity Total Market Index Fund (FSKAX) at 3.23%. This indicates that KCXIX's price experiences larger fluctuations and is considered to be riskier than FSKAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.