SFSNX vs. FSLCX
Compare and contrast key facts about Schwab Fundamental US Small Company Index Fund (SFSNX) and Fidelity Small Cap Stock Fund (FSLCX).
SFSNX is managed by Charles Schwab. It was launched on Apr 2, 2007. FSLCX is managed by Fidelity. It was launched on Mar 12, 1998.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SFSNX or FSLCX.
Correlation
The correlation between SFSNX and FSLCX is 0.86, 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
SFSNX vs. FSLCX - Performance Comparison
Key characteristics
SFSNX:
-0.09
FSLCX:
0.10
SFSNX:
0.03
FSLCX:
0.30
SFSNX:
1.00
FSLCX:
1.04
SFSNX:
-0.08
FSLCX:
0.06
SFSNX:
-0.24
FSLCX:
0.27
SFSNX:
8.19%
FSLCX:
7.90%
SFSNX:
22.35%
FSLCX:
22.21%
SFSNX:
-62.71%
FSLCX:
-66.70%
SFSNX:
-18.34%
FSLCX:
-27.93%
Returns By Period
In the year-to-date period, SFSNX achieves a -11.22% return, which is significantly lower than FSLCX's -6.06% return. Over the past 10 years, SFSNX has outperformed FSLCX with an annualized return of 2.99%, while FSLCX has yielded a comparatively lower -0.15% annualized return.
SFSNX
-11.22%
-4.02%
-11.03%
-0.53%
11.07%
2.99%
FSLCX
-6.06%
-0.57%
-8.35%
3.44%
5.12%
-0.15%
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SFSNX vs. FSLCX - Expense Ratio Comparison
SFSNX has a 0.25% expense ratio, which is lower than FSLCX's 0.90% expense ratio.
Risk-Adjusted Performance
SFSNX vs. FSLCX — Risk-Adjusted Performance Rank
SFSNX
FSLCX
SFSNX vs. FSLCX - Risk-Adjusted Performance Comparison
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.
Dividends
SFSNX vs. FSLCX - Dividend Comparison
SFSNX's dividend yield for the trailing twelve months is around 1.93%, more than FSLCX's 0.05% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SFSNX Schwab Fundamental US Small Company Index Fund | 1.93% | 1.71% | 1.37% | 1.22% | 1.35% | 1.42% | 1.41% | 1.91% | 1.42% | 1.22% | 1.58% | 1.22% |
FSLCX Fidelity Small Cap Stock Fund | 0.05% | 0.05% | 0.02% | 0.00% | 0.26% | 0.00% | 0.31% | 0.41% | 0.35% | 0.02% | 11.97% | 0.65% |
Drawdowns
SFSNX vs. FSLCX - Drawdown Comparison
The maximum SFSNX drawdown since its inception was -62.71%, smaller than the maximum FSLCX drawdown of -66.70%. Use the drawdown chart below to compare losses from any high point for SFSNX and FSLCX. For additional features, visit the drawdowns tool.
Volatility
SFSNX vs. FSLCX - Volatility Comparison
Schwab Fundamental US Small Company Index Fund (SFSNX) has a higher volatility of 14.05% compared to Fidelity Small Cap Stock Fund (FSLCX) at 12.66%. This indicates that SFSNX's price experiences larger fluctuations and is considered to be riskier than FSLCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.