FBLEX vs. ACIIX
Compare and contrast key facts about Fidelity Series Stock Selector Large Cap Value Fund (FBLEX) and American Century Equity Income Fund Class I (ACIIX).
FBLEX is managed by Fidelity. It was launched on Dec 6, 2012. ACIIX is managed by American Century. It was launched on Jul 8, 1998.
Performance
FBLEX vs. ACIIX - Performance Comparison
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FBLEX vs. ACIIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FBLEX Fidelity Series Stock Selector Large Cap Value Fund | -2.01% | 17.06% | 18.04% | 15.60% | -4.82% | 26.83% | 4.34% | 25.57% | -9.04% | 12.38% |
ACIIX American Century Equity Income Fund Class I | 2.73% | 12.05% | 10.58% | 4.25% | -2.96% | 17.16% | 1.19% | 24.50% | -3.53% | 13.69% |
Returns By Period
In the year-to-date period, FBLEX achieves a -2.01% return, which is significantly lower than ACIIX's 2.73% return. Over the past 10 years, FBLEX has outperformed ACIIX with an annualized return of 11.11%, while ACIIX has yielded a comparatively lower 8.89% annualized return.
FBLEX
- 1D
- 0.00%
- 1M
- -6.70%
- YTD
- -2.01%
- 6M
- 2.97%
- 1Y
- 12.73%
- 3Y*
- 15.51%
- 5Y*
- 11.00%
- 10Y*
- 11.11%
ACIIX
- 1D
- 0.00%
- 1M
- -5.73%
- YTD
- 2.73%
- 6M
- 4.62%
- 1Y
- 9.92%
- 3Y*
- 9.70%
- 5Y*
- 7.47%
- 10Y*
- 8.89%
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FBLEX vs. ACIIX - Expense Ratio Comparison
FBLEX has a 0.01% expense ratio, which is lower than ACIIX's 0.72% expense ratio.
Return for Risk
FBLEX vs. ACIIX — Risk / Return Rank
FBLEX
ACIIX
FBLEX vs. ACIIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Series Stock Selector Large Cap Value Fund (FBLEX) and American Century Equity Income Fund Class I (ACIIX). 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.
| FBLEX | ACIIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.91 | 0.93 | -0.02 |
Sortino ratioReturn per unit of downside risk | 1.32 | 1.35 | -0.03 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.19 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.06 | 1.11 | -0.05 |
Martin ratioReturn relative to average drawdown | 4.92 | 4.37 | +0.55 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FBLEX | ACIIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.91 | 0.93 | -0.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.75 | 0.70 | +0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.64 | 0.67 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.69 | 0.53 | +0.16 |
Correlation
The correlation between FBLEX and ACIIX is 0.92, 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.
Dividends
FBLEX vs. ACIIX - Dividend Comparison
FBLEX's dividend yield for the trailing twelve months is around 11.33%, more than ACIIX's 10.28% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FBLEX Fidelity Series Stock Selector Large Cap Value Fund | 11.33% | 9.95% | 12.63% | 5.05% | 12.66% | 14.51% | 3.85% | 5.65% | 10.97% | 7.09% | 2.47% | 13.81% |
ACIIX American Century Equity Income Fund Class I | 10.28% | 10.55% | 11.71% | 8.21% | 8.96% | 7.02% | 2.18% | 7.57% | 9.05% | 12.14% | 8.08% | 10.72% |
Drawdowns
FBLEX vs. ACIIX - Drawdown Comparison
The maximum FBLEX drawdown since its inception was -39.73%, roughly equal to the maximum ACIIX drawdown of -39.16%. Use the drawdown chart below to compare losses from any high point for FBLEX and ACIIX.
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Drawdown Indicators
| FBLEX | ACIIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.73% | -39.16% | -0.57% |
Max Drawdown (1Y)Largest decline over 1 year | -11.55% | -8.96% | -2.59% |
Max Drawdown (5Y)Largest decline over 5 years | -19.00% | -13.49% | -5.51% |
Max Drawdown (10Y)Largest decline over 10 years | -39.73% | -32.76% | -6.97% |
Current DrawdownCurrent decline from peak | -6.89% | -5.73% | -1.16% |
Average DrawdownAverage peak-to-trough decline | -3.86% | -5.26% | +1.40% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.49% | 2.30% | +0.19% |
Volatility
FBLEX vs. ACIIX - Volatility Comparison
Fidelity Series Stock Selector Large Cap Value Fund (FBLEX) has a higher volatility of 3.48% compared to American Century Equity Income Fund Class I (ACIIX) at 2.76%. This indicates that FBLEX's price experiences larger fluctuations and is considered to be riskier than ACIIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FBLEX | ACIIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.48% | 2.76% | +0.72% |
Volatility (6M)Calculated over the trailing 6-month period | 7.78% | 6.05% | +1.73% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.13% | 11.61% | +3.52% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.78% | 10.74% | +4.04% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.39% | 13.37% | +4.02% |