Fidelity Small Competition

Mutual Funds . USA . 
Fund . Fidelity Small Cap
FSCRX Fund  USD 26.69  0.12  0.45%   
Fidelity Small Cap competes with T Rowe, HUMANA, Barloworld, Morningstar Unconstrained, and Thrivent High; as well as few others. The fund is listed under Small Blend category and is part of Fidelity Investments family. Analyzing Fidelity Small competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Fidelity Small to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Fidelity Small Correlation with its peers.
You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of Fidelity Small competition on your existing holdings.
  
Hype
Prediction
LowEstimatedHigh
25.6326.7127.79
Details
Intrinsic
Valuation
LowRealHigh
25.5326.6127.69
Details
Naive
Forecast
LowNextHigh
25.1826.2727.35
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
25.1526.4927.83
Details

Fidelity Small Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Fidelity Small and its competitors represents the degree of relationship between the price movements of corresponding funds. A correlation of about +1.0 implies that the price of Fidelity and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Fidelity Small Cap does not affect the price movement of the other competitor.
Click cells to compare fundamentals   Check Volatility   Backtest Portfolio
High positive correlations   
RRTLX
+ 0.83
LBHIX
RRTLX
+ 0.78
MSTSX
VIASP
+ 0.72
TRSAX
LBHIX
+ 0.68
TRSAX
RRTLX
+ 0.68
TRSAX
LBHIX
+ 0.67
MSTSX
  
High negative correlations   
444859BR2
- 0.46
TRSAX
MSTSX
- 0.42
444859BR2
VIASP
- 0.41
444859BR2
LBHIX
- 0.36
444859BR2
RRTLX
- 0.35
444859BR2
144285AL7
- 0.31
BRRAY

Risk-Adjusted Indicators

There is a big difference between Fidelity Mutual Fund performing well and Fidelity Small Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Fidelity Small's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.
Mean DeviationJensen AlphaSortino RatioTreynor RatioSemi DeviationExpected ShortfallPotential UpsideValue @RiskMaximum Drawdown
TRSAX  0.65  0.12  0.08  0.30  0.63 
(0.66)
 1.82 
(1.39)
 5.08 
444859BR2  1.39 (0.06) 0.00 (0.39) 0.00 
 0.00 
 5.93 
(5.79)
 16.62 
AQUI  0.00  0.00  0.00  0.00  0.00 
 0.00 
 0.00 
 0.00 
 0.00 
BRRAY  1.27 (0.14) 0.00  0.01  0.00 
 0.00 
 0.00 
(2.98)
 34.02 
MSTSX  0.45 (0.01)(0.11) 0.10  0.39 
(0.59)
 1.21 
(0.84)
 2.80 
LBHIX  0.10  0.01 (0.41) 0.24  0.00 
(0.25)
 0.24 
(0.24)
 0.71 
ABHYX  0.17  0.00 (0.23) 0.11  0.26 
(0.23)
 0.34 
(0.33)
 1.91 
VIASP  0.75  0.10 (0.02)(1.58) 1.11 
(0.81)
 2.28 
(1.20)
 7.18 
144285AL7  0.34 (0.02) 0.00 (0.37) 0.00 
 0.00 
 0.96 
(0.95)
 2.43 
RRTLX  0.22  0.03 (0.25) 0.71  0.12 
(0.26)
 0.48 
(0.47)
 1.36 
All Fundamental Data

Fidelity Small Competitive Analysis

The better you understand Fidelity Small competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Fidelity Small's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Fidelity Small's competition over several years is one of the best ways to analyze its investment potential.
    
 Better Than Average     
    
 Worse Than Peers    View Performance Chart
FSCRX TRSAX 444859BR2 AQUI BRRAY MSTSX LBHIX ABHYX VIASP 144285AL7
 0.45 
 26.69 
Fidelity
 0.24 
 110.65 
TRSAX
 1.98 
 80.35 
HUMANA
 0.00 
 0.01 
Aquagold
 0.00 
 4.23 
Barloworld
 0.67 
 11.87 
Morningstar
 0.23 
 4.27 
Thrivent
 0.11 
 9.05 
High
 0.36 
 22.10 
Via
 0.96 
 99.80 
CARPENTER
Market Volatility
(90 Days Market Risk)
Very steady
Very steady
Very steady
Very steady
Relatively risky
Very steady
Very steady
Very steady
Very steady
Very steady
Market Performance
(90 Days Performance)
OK
Good
Very Weak
Very Weak
Very Weak
OK
Good
Insignificant
OK
Very Weak
Odds of Financial Distress
(Probability Of Bankruptcy)
Low
Low
Below Average
Average
Low
Low
Low
Low
Average
Below Average
Current Valuation
(Equity Enterprise Value)
Fairly Valued
Under Valued
Over Valued
Over Valued
Under Valued
Fairly Valued
Over Valued
Fairly Valued
Over Valued
Fairly Valued
Buy or Sell Advice
(Average Analysts Consensus)
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Trade Advice
(90 Days Macroaxis Advice)
Strong Hold
Strong Buy
Strong Sell
Strong Sell
Hold
Strong Hold
Strong Sell
Cautious Hold
Strong Sell
Cautious Hold
Current Ratio
N/A
N/A
N/A
N/A
1.49
N/A
N/A
N/A
3.49
N/A
Net Asset
2.63 B
55.65 B
N/A
3.19 K
54.41 B
116.1 M
674.44 M
672.37 M
355.28 M
N/A
Profit Margin
N/A
N/A
N/A
N/A
0.0519
N/A
N/A
N/A
0.0094
N/A
EBITDA
N/A
N/A
N/A
(727.69 K)
2.77 B
N/A
N/A
N/A
33.09 M
N/A
Price To Book
1.61
4.38
N/A
N/A
0.99
N/A
1.58
N/A
N/A
N/A
Current Valuation
N/A
N/A
N/A
912.76 K
1.11 B
N/A
N/A
N/A
535.95 M
N/A
Operating Margin
N/A
N/A
N/A
N/A
0.1
N/A
N/A
N/A
-0.14
N/A
Five Year Return
10.28
14.24
N/A
N/A
3.98
8.83
3.43
1.9
8.97
N/A
Retained Earnings
N/A
N/A
N/A
(4.18 M)
13.37 B
N/A
N/A
N/A
N/A
N/A
Current Asset
N/A
N/A
N/A
N/A
25.84 B
N/A
N/A
N/A
N/A
N/A
One Year Return
18.04
36.38
N/A
N/A
N/A
21.02
10.84
9.89
N/A
N/A
Beta
N/A
N/A
N/A
7.05
0.63
N/A
N/A
N/A
1.16
N/A
Cash Position Weight
1.15
0.69
N/A
N/A
N/A
14.28
6.56
0.1
N/A
N/A
Equity Positions Weight
98.85
99.31
N/A
N/A
N/A
61.63
0.07
N/A
N/A
N/A
Number Of Employees
1
1
N/A
7
36
1
1
1
169
N/A
Shares Outstanding
N/A
N/A
N/A
965.83 K
185.7 M
N/A
N/A
N/A
N/A
N/A
Three Year Return
4.77
4.32
N/A
N/A
N/A
7.83
2.94
-0.34
N/A
N/A
Cash Flow From Operations
N/A
N/A
N/A
(218.19 K)
1.89 B
N/A
N/A
N/A
12.7 M
N/A
Annual Yield
0.001
N/A
N/A
N/A
0.0543
0.0204
0.0612
0.0041
0.0972
N/A
Total Debt
N/A
N/A
N/A
N/A
8.64 B
N/A
N/A
N/A
135 M
N/A
Return On Equity
N/A
N/A
N/A
N/A
0.0588
N/A
N/A
N/A
0.017
N/A
Bond Positions Weight
N/A
N/A
N/A
N/A
N/A
22.72
92.23
2.0
N/A
N/A
Z Score
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
1.0
N/A
Holdings Turnover
N/A
N/A
N/A
N/A
N/A
269.0
N/A
N/A
N/A
N/A
Return On Asset
N/A
N/A
N/A
-5.5
0.047
N/A
N/A
N/A
-0.11
N/A
Book Value Per Share
N/A
N/A
N/A
-1.18
99.76
N/A
N/A
N/A
3.66
N/A
Number Of Shares Shorted
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
4.29 K
N/A
Minimum Initial Investment
N/A
N/A
N/A
N/A
N/A
N/A
2 K
N/A
N/A
N/A
Current Liabilities
N/A
N/A
N/A
794 K
13.9 B
N/A
N/A
N/A
N/A
N/A
Total Asset
N/A
52.51 B
N/A
3.19 K
54.41 B
215.11 M
347.66 M
243.16 M
355.28 M
N/A
Debt To Equity
N/A
N/A
N/A
N/A
0.68
N/A
N/A
N/A
0.69
N/A
Target Price
N/A
N/A
N/A
N/A
7.68
N/A
N/A
N/A
N/A
N/A
Last Dividend Paid
N/A
N/A
N/A
N/A
4.6
N/A
0.02
0.03
0.73
N/A
Short Ratio
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
0.7
N/A
Market Capitalization
N/A
N/A
N/A
96.58 K
955.54 M
50.36 M
N/A
N/A
N/A
N/A
Price To Earning
17.6
2.37
N/A
-0.22
9.18
N/A
35.48
N/A
26.83
N/A
Price To Sales
0.59
2.42
N/A
N/A
0.0285
N/A
1.23
N/A
N/A
N/A
Net Income
N/A
N/A
N/A
(627.79 K)
2.04 B
N/A
N/A
N/A
5.2 M
N/A
Earnings Per Share
N/A
N/A
N/A
-0.63
0.35
N/A
N/A
N/A
1.17
N/A
Year To Date Return
9.33
32.97
N/A
N/A
N/A
15.24
7.84
7.45
N/A
N/A
Revenue
N/A
N/A
N/A
N/A
39.38 B
N/A
N/A
N/A
393.49 M
N/A
Ten Year Return
8.84
15.55
N/A
N/A
N/A
N/A
6.0
4.84
N/A
N/A
Working Capital
N/A
N/A
N/A
(794 K)
11.95 B
N/A
N/A
N/A
N/A
N/A
Cash And Equivalents
N/A
N/A
N/A
1.15 K
5.11 B
N/A
N/A
N/A
51.31 M
N/A
Cash Per Share
N/A
N/A
N/A
N/A
25.52
N/A
N/A
N/A
3.23
N/A
Gross Profit
N/A
N/A
N/A
(143.88 K)
5.12 B
N/A
N/A
N/A
74.67 M
N/A
Day Typical Price
26.69
110.65
80.35
0.006
4.23
11.87
4.27
9.05
22.12
99.8
Accumulation Distribution
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
38.33
N/A
Daily Balance Of Power
(9,223,372,036,855)
(9,223,372,036,855)
(9,223,372,036,855)
0.0
0.0
(9,223,372,036,855)
9.2 T
(9,223,372,036,855)
(0.73)
(9,223,372,036,855)
Period Momentum Indicator
(0.12)
(0.27)
(1.62)
N/A
N/A
(0.08)
0.01
(0.01)
(0.08)
(0.97)
Rate Of Daily Change
1.0
1.0
0.98
1.0
1.0
0.99
1.0
1.0
1.0
0.99
Day Median Price
26.69
110.65
80.35
0.006
4.23
11.87
4.27
9.05
22.13
99.8
Price Action Indicator
(0.06)
(0.13)
(0.81)
N/A
N/A
(0.04)
0.005
(0.01)
(0.07)
(0.48)
Relative Strength Index
64.81
58.74
64.81
N/A
N/A
58.59
67.03
60.47
62.37
45.48
Coefficient Of Variation
963.12
429.17
(7,934)
N/A
25169.77
889.67
684.6
1519.05
1170.41
(10,036)
Mean Deviation
0.7697
0.6497
1.39
N/A
1.27
0.449
0.0981
0.1711
0.7529
0.335
Jensen Alpha
(0.05)
0.1247
(0.06)
N/A
(0.14)
(0.01)
0.0061
(0.000044)
0.0958
(0.02)
Total Risk Alpha
(0.07)
0.0577
(0.47)
N/A
(0.66)
(0.04)
(0.01)
(0.04)
(0.09)
(0.09)
Sortino Ratio
(0.02)
0.082
N/A
N/A
N/A
(0.11)
(0.41)
(0.23)
(0.02)
N/A
Downside Variance
0.6058
1.13
N/A
N/A
N/A
0.3013
0.0623
0.2181
1.71
N/A
Standard Deviation
1.07
0.9081
2.66
N/A
4.2
0.5833
0.1475
0.2877
1.16
0.4796
Kurtosis
5.69
1.66
5.08
N/A
11.15
0.1538
0.6956
8.58
5.37
1.97
Potential Upside
1.51
1.82
5.93
N/A
N/A
1.21
0.237
0.3378
2.28
0.9638
Treynor Ratio
0.0769
0.3001
(0.39)
N/A
0.0051
0.1013
0.2422
0.1139
(1.58)
(0.37)
Maximum Drawdown
6.55
5.08
16.62
N/A
34.02
2.8
0.7081
1.91
7.18
2.43
Variance
1.14
0.8246
7.08
N/A
17.65
0.3403
0.0218
0.0828
1.35
0.23
Market Risk Adjusted Performance
0.0869
0.3101
(0.38)
N/A
0.0151
0.1113
0.2522
0.1239
(1.57)
(0.36)
Risk Adjusted Performance
0.0782
0.1704
(0)
N/A
0.0112
0.0788
0.0666
0.0324
0.0655
(0.01)
Skewness
1.58
(0.45)
0.7973
N/A
0.4951
0.3353
0.3286
(1.74)
(0.91)
0.4581
Semi Deviation
0.6546
0.6323
N/A
N/A
N/A
0.3905
0.0
0.2582
1.11
N/A
Information Ratio
(0.01)
0.096
(0.06)
N/A
(0.03)
(0.10)
(0.70)
(0.37)
(0.02)
(0.27)
Value At Risk
(1.31)
(1.39)
(5.79)
N/A
(2.98)
(0.84)
(0.24)
(0.33)
(1.20)
(0.95)
Expected Short fall
(0.98)
(0.66)
N/A
N/A
N/A
(0.59)
(0.25)
(0.23)
(0.81)
N/A
Downside Deviation
0.7784
1.06
N/A
N/A
N/A
0.5489
0.2496
0.467
1.31
N/A
Semi Variance
0.4285
0.3998
N/A
N/A
N/A
0.1525
(0.01)
0.0666
1.24
N/A

Fidelity Small Competition Performance Charts

Five steps to successful analysis of Fidelity Small Competition

Fidelity Small's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Fidelity Small Cap in relation to its competition. Fidelity Small's competition analysis typically involves several steps, including:
  • Identifying the key players in the market: This involves identifying the major competitors of Fidelity Small in the market, both direct and indirect, as well as new entrants and disruptive technologies.
  • Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
  • Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Fidelity Small's competitive landscape.
  • Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Fidelity Small Cap, and developing a strategy to address them.
  • Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.
Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your Fidelity Small position

In addition to having Fidelity Small in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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Emerging Markets ETFs
Emerging Markets ETFs Theme
ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs. The Emerging Markets ETFs theme has 29 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Emerging Markets ETFs Theme or any other thematic opportunities.
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Other Information on Investing in Fidelity Mutual Fund

Fidelity Small financial ratios help investors to determine whether Fidelity Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Fidelity with respect to the benefits of owning Fidelity Small security.
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