FBLEX vs. EIFVX
Compare and contrast key facts about Fidelity Series Stock Selector Large Cap Value Fund (FBLEX) and Eaton Vance Focused Value Opportunities Fund (EIFVX).
FBLEX is managed by Fidelity. It was launched on Dec 6, 2012. EIFVX is managed by Eaton Vance. It was launched on Mar 7, 2011.
Performance
FBLEX vs. EIFVX - Performance Comparison
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FBLEX vs. EIFVX - 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% |
EIFVX Eaton Vance Focused Value Opportunities Fund | -2.45% | 10.89% | 12.44% | 8.48% | -3.31% | 23.71% | 2.23% | 37.25% | -6.15% | 20.40% |
Returns By Period
In the year-to-date period, FBLEX achieves a -2.01% return, which is significantly higher than EIFVX's -2.45% return. Both investments have delivered pretty close results over the past 10 years, with FBLEX having a 11.11% annualized return and EIFVX not far behind at 10.57%.
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%
EIFVX
- 1D
- -0.73%
- 1M
- -8.92%
- YTD
- -2.45%
- 6M
- 2.06%
- 1Y
- 8.78%
- 3Y*
- 10.76%
- 5Y*
- 7.12%
- 10Y*
- 10.57%
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FBLEX vs. EIFVX - Expense Ratio Comparison
FBLEX has a 0.01% expense ratio, which is lower than EIFVX's 0.74% expense ratio.
Return for Risk
FBLEX vs. EIFVX — Risk / Return Rank
FBLEX
EIFVX
FBLEX vs. EIFVX - 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 Eaton Vance Focused Value Opportunities Fund (EIFVX). 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 | EIFVX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.91 | 0.62 | +0.28 |
Sortino ratioReturn per unit of downside risk | 1.32 | 0.97 | +0.35 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.14 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.06 | 0.72 | +0.34 |
Martin ratioReturn relative to average drawdown | 4.92 | 2.75 | +2.17 |
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 | EIFVX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.91 | 0.62 | +0.28 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.75 | 0.46 | +0.29 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.64 | 0.59 | +0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.69 | 0.66 | +0.03 |
Correlation
The correlation between FBLEX and EIFVX is 0.95, 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. EIFVX - Dividend Comparison
FBLEX's dividend yield for the trailing twelve months is around 11.33%, more than EIFVX's 5.72% 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% |
EIFVX Eaton Vance Focused Value Opportunities Fund | 5.72% | 5.58% | 6.99% | 2.92% | 4.13% | 9.92% | 3.05% | 7.05% | 17.26% | 3.57% | 2.86% | 4.17% |
Drawdowns
FBLEX vs. EIFVX - Drawdown Comparison
The maximum FBLEX drawdown since its inception was -39.73%, roughly equal to the maximum EIFVX drawdown of -40.64%. Use the drawdown chart below to compare losses from any high point for FBLEX and EIFVX.
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Drawdown Indicators
| FBLEX | EIFVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.73% | -40.64% | +0.91% |
Max Drawdown (1Y)Largest decline over 1 year | -11.55% | -11.63% | +0.08% |
Max Drawdown (5Y)Largest decline over 5 years | -19.00% | -17.87% | -1.13% |
Max Drawdown (10Y)Largest decline over 10 years | -39.73% | -40.64% | +0.91% |
Current DrawdownCurrent decline from peak | -6.89% | -9.93% | +3.04% |
Average DrawdownAverage peak-to-trough decline | -3.86% | -3.87% | +0.01% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.49% | 3.03% | -0.54% |
Volatility
FBLEX vs. EIFVX - Volatility Comparison
The current volatility for Fidelity Series Stock Selector Large Cap Value Fund (FBLEX) is 3.48%, while Eaton Vance Focused Value Opportunities Fund (EIFVX) has a volatility of 3.91%. This indicates that FBLEX experiences smaller price fluctuations and is considered to be less risky than EIFVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FBLEX | EIFVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.48% | 3.91% | -0.43% |
Volatility (6M)Calculated over the trailing 6-month period | 7.78% | 8.28% | -0.50% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.13% | 15.86% | -0.73% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.78% | 15.61% | -0.83% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.39% | 18.00% | -0.61% |