PCKPX vs. FSSNX
PCKPX (PIMCO StocksPLUS Small Fund) and FSSNX (Fidelity Small Cap Index Fund) are both Small Cap Blend Equities funds. Over the past 10 years, PCKPX returned 10.13%/yr vs 10.75%/yr for FSSNX. Their 0.99 correlation means they have historically moved very closely together. PCKPX charges 0.80%/yr vs 0.03%/yr for FSSNX.
Performance
PCKPX vs. FSSNX - Performance Comparison
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Returns By Period
In the year-to-date period, PCKPX achieves a 18.54% return, which is significantly lower than FSSNX's 19.50% return. Over the past 10 years, PCKPX has underperformed FSSNX with an annualized return of 10.13%, while FSSNX has yielded a comparatively higher 10.75% annualized return.
PCKPX
- 1D
- 1.38%
- 1M
- -2.15%
- 6M
- 12.63%
- YTD
- 18.54%
- 1Y
- 35.73%
- 3Y*
- 13.94%
- 5Y*
- 5.28%
- 10Y*
- 10.13%
- ALL TIME*
- 11.09%
FSSNX
- 1D
- 1.37%
- 1M
- -1.63%
- 6M
- 13.42%
- YTD
- 19.50%
- 1Y
- 37.75%
- 3Y*
- 15.41%
- 5Y*
- 7.34%
- 10Y*
- 10.75%
- ALL TIME*
- 11.80%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
PCKPX vs. FSSNX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PCKPX PIMCO StocksPLUS Small Fund | 18.54% | 10.58% | 11.55% | 15.90% | -23.99% | 14.03% | 19.39% | 26.69% | -12.23% | 17.59% |
FSSNX Fidelity Small Cap Index Fund | 19.50% | 12.94% | 11.71% | 17.11% | -20.28% | 14.70% | 19.99% | 25.70% | -11.24% | 14.54% |
Correlation
The correlation between PCKPX and FSSNX is 0.99 - they have historically moved very closely together. At this level, their price movements offset little of one another.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.99 |
Correlation (3Y) Balances recent behavior with more history. | 0.99 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.99 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.99 |
Correlation (All Time) Calculated using the full available price history since Sep 9, 2011 | 0.99 |
The correlation between PCKPX and FSSNX has been stable across timeframes, ranging from 0.99 to 0.99 - a consistent structural relationship.
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Return for Risk
PCKPX vs. FSSNX — Risk / Return Rank
PCKPX
FSSNX
PCKPX vs. FSSNX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO StocksPLUS Small Fund (PCKPX) and Fidelity Small Cap Index Fund (FSSNX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| PCKPX | FSSNX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.17 | ||
| Sortino ratioReturn per unit of downside risk | -0.23 | ||
| Omega ratioGain probability vs. loss probability | 1.27 | 1.29 | -0.03 |
| Calmar ratioReturn relative to maximum drawdown | 2.65 | 3.08 | -0.43 |
| Martin ratioReturn relative to average drawdown | 9.48 | 10.93 | -1.45 |
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Drawdowns
PCKPX vs. FSSNX - Drawdown Comparison
The maximum PCKPX drawdown since its inception was -55.77%, which is greater than FSSNX's maximum drawdown of -41.72%. Use the drawdown chart below to compare losses from any high point for PCKPX and FSSNX.
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Drawdown Indicators
| PCKPX | FSSNX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.77% | -41.72% | -14.05% |
Max Drawdown (1Y)Largest decline over 1 year | -12.25% | -11.00% | -1.25% |
Max Drawdown (3Y)Largest decline over 3 years | -29.79% | -27.45% | -2.34% |
Max Drawdown (5Y)Largest decline over 5 years | -35.71% | -31.87% | -3.84% |
Max Drawdown (10Y)Largest decline over 10 years | -46.38% | -41.72% | -4.66% |
Current DrawdownCurrent decline from peak | -3.05% | -2.53% | -0.52% |
Average DrawdownAverage peak-to-trough decline | -10.38% | -8.22% | -2.16% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.41% | 3.10% | +0.31% |
Volatility
PCKPX vs. FSSNX - Volatility Comparison
PIMCO StocksPLUS Small Fund (PCKPX) has a higher volatility of 4.17% compared to Fidelity Small Cap Index Fund (FSSNX) at 3.81%. This indicates that PCKPX's price experiences larger fluctuations and is considered to be riskier than FSSNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PCKPX | FSSNX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.17% | 3.81% | +0.36% |
Volatility (6M)Calculated over the trailing 6-month period | 15.13% | 14.14% | +0.99% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.61% | 19.42% | +1.19% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.44% | 22.55% | +0.89% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.22% | 23.42% | +0.80% |
PCKPX vs. FSSNX - Expense Ratio Comparison
PCKPX has a 0.80% expense ratio, which is higher than FSSNX's 0.03% expense ratio.
Dividends
PCKPX vs. FSSNX - Dividend Comparison
PCKPX's dividend yield for the trailing twelve months is around 3.65%, more than FSSNX's 1.05% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSSNX Fidelity Small Cap Index Fund | 1.05% | 1.08% | 1.04% | 1.43% | 1.26% | 3.92% | 0.94% | 2.96% | 4.94% | 3.37% | 2.27% | 2.66% |
PCKPX PIMCO StocksPLUS Small Fund | 3.65% | 4.23% | 3.52% | 1.45% | 26.78% | 19.38% | 5.69% | 5.92% | 12.87% | 5.82% | 3.37% | 8.93% |
Frequently Asked Questions
With a correlation of 0.99, PCKPX and FSSNX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
PCKPX has higher volatility (4.17%) compared to FSSNX (3.81%). In terms of maximum drawdown, PCKPX dropped -55.77% vs FSSNX's -41.72%.
FSSNX currently has the higher Sharpe Ratio (1.74 vs 1.57), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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