DRIPX vs. FBLEX
DRIPX (The MP 63 Fund) and FBLEX (Fidelity Series Stock Selector Large Cap Value Fund) are both Large Cap Value Equities funds. Over the past 10 years, DRIPX returned 9.91%/yr vs 12.15%/yr for FBLEX. Their correlation of 0.93 suggests significant overlap in exposure. DRIPX charges 0.63%/yr vs 0.01%/yr for FBLEX.
Performance
DRIPX vs. FBLEX - Performance Comparison
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Returns By Period
In the year-to-date period, DRIPX achieves a 11.92% return, which is significantly higher than FBLEX's 10.35% return. Over the past 10 years, DRIPX has underperformed FBLEX with an annualized return of 9.91%, while FBLEX has yielded a comparatively higher 12.15% annualized return.
DRIPX
- 1D
- 0.74%
- 1M
- 0.90%
- YTD
- 11.92%
- 6M
- 11.12%
- 1Y
- 24.59%
- 3Y*
- 11.58%
- 5Y*
- 7.60%
- 10Y*
- 9.91%
FBLEX
- 1D
- 0.39%
- 1M
- 2.10%
- YTD
- 10.35%
- 6M
- 9.82%
- 1Y
- 25.03%
- 3Y*
- 18.84%
- 5Y*
- 12.95%
- 10Y*
- 12.15%
DRIPX vs. FBLEX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DRIPX The MP 63 Fund | 11.92% | 13.89% | 4.75% | 5.93% | -8.37% | 20.46% | 8.13% | 28.65% | -5.55% | 18.19% |
FBLEX Fidelity Series Stock Selector Large Cap Value Fund | 10.35% | 17.06% | 18.04% | 15.60% | -4.82% | 26.83% | 4.34% | 25.57% | -9.04% | 12.38% |
Correlation
The correlation between DRIPX and FBLEX is 0.91, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.91 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.91 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.93 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.92 |
Correlation (All Time) Calculated using the full available price history since Dec 10, 2012 | 0.93 |
The correlation between DRIPX and FBLEX has been stable across timeframes, ranging from 0.91 to 0.93 - a consistent structural relationship.
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Return for Risk
DRIPX vs. FBLEX — Risk / Return Rank
DRIPX
FBLEX
DRIPX vs. FBLEX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for The MP 63 Fund (DRIPX) and Fidelity Series Stock Selector Large Cap Value Fund (FBLEX). 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.
| DRIPX | FBLEX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.06 | ||
| Sortino ratioReturn per unit of downside risk | +0.01 | ||
| Omega ratioGain probability vs. loss probability | 1.41 | 1.42 | -0.01 |
| Calmar ratioReturn relative to maximum drawdown | 3.20 | 3.68 | -0.48 |
| Martin ratioReturn relative to average drawdown | 12.54 | 14.83 | -2.29 |
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Drawdowns
DRIPX vs. FBLEX - Drawdown Comparison
The maximum DRIPX drawdown since its inception was -53.54%, which is greater than FBLEX's maximum drawdown of -39.73%. Use the drawdown chart below to compare losses from any high point for DRIPX and FBLEX.
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Drawdown Indicators
| DRIPX | FBLEX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.54% | -39.73% | -13.81% |
Max Drawdown (1Y)Largest decline over 1 year | -7.70% | -6.89% | -0.81% |
Max Drawdown (3Y)Largest decline over 3 years | -19.58% | -14.71% | -4.87% |
Max Drawdown (5Y)Largest decline over 5 years | -19.97% | -19.00% | -0.97% |
Max Drawdown (10Y)Largest decline over 10 years | -35.20% | -39.73% | +4.53% |
Current DrawdownCurrent decline from peak | -0.49% | -0.64% | +0.15% |
Average DrawdownAverage peak-to-trough decline | -6.57% | -3.81% | -2.76% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.96% | 1.70% | +0.26% |
Volatility
DRIPX vs. FBLEX - Volatility Comparison
The MP 63 Fund (DRIPX) and Fidelity Series Stock Selector Large Cap Value Fund (FBLEX) have volatilities of 3.55% and 3.41%, 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.
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Volatility by Period
| DRIPX | FBLEX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.55% | 3.41% | +0.14% |
Volatility (6M)Calculated over the trailing 6-month period | 8.51% | 8.21% | +0.30% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.79% | 10.81% | -0.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.21% | 14.81% | -0.60% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.46% | 17.41% | -0.95% |
DRIPX vs. FBLEX - Expense Ratio Comparison
DRIPX has a 0.63% expense ratio, which is higher than FBLEX's 0.01% expense ratio.
Dividends
DRIPX vs. FBLEX - Dividend Comparison
DRIPX's dividend yield for the trailing twelve months is around 6.29%, less than FBLEX's 10.06% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DRIPX The MP 63 Fund | 6.29% | 7.04% | 0.00% | 3.13% | 4.27% | 3.55% | 3.48% | 3.46% | 6.25% | 1.68% | 4.27% | 6.80% |
FBLEX Fidelity Series Stock Selector Large Cap Value Fund | 10.06% | 9.95% | 12.63% | 5.05% | 12.66% | 14.51% | 3.85% | 5.65% | 10.97% | 7.09% | 2.47% | 13.81% |
Frequently Asked Questions
With a correlation of 0.91, DRIPX and FBLEX 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.
DRIPX has higher volatility (3.55%) compared to FBLEX (3.41%). In terms of maximum drawdown, DRIPX dropped -53.54% vs FBLEX's -39.73%.
FBLEX currently has the higher Sharpe Ratio (2.34 vs 2.28), 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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