SFSNX vs. FSLCX

In the year-to-date period, SFSNX achieves a -4.45% return, which is significantly lower than FSLCX's 1.35% return. Over the past 10 years, SFSNX has underperformed FSLCX with an annualized return of 3.62%, while FSLCX has yielded a comparatively higher 6.96% annualized return.

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SFSNX has a 0.25% expense ratio, which is lower than FSLCX's 0.90% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Schwab Fundamental US Small Company Index Fund (SFSNX) 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.

The current SFSNX Sharpe Ratio is 0.05, which is lower than the FSLCX Sharpe Ratio of 0.26. The chart below compares the historical Sharpe Ratios of SFSNX and FSLCX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

SFSNX's dividend yield for the trailing twelve months is around 1.79%, more than FSLCX's 0.05% yield.

The maximum SFSNX drawdown since its inception was -62.71%, roughly equal to the maximum FSLCX drawdown of -61.22%. Use the drawdown chart below to compare losses from any high point for SFSNX and FSLCX. For additional features, visit the drawdowns tool.

Schwab Fundamental US Small Company Index Fund (SFSNX) and Fidelity Small Cap Stock Fund (FSLCX) have volatilities of 5.93% and 6.15%, 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.