FBLEX vs. FALAX
Compare and contrast key facts about Fidelity Series Stock Selector Large Cap Value Fund (FBLEX) and Fidelity Advisor Large Cap Fund Class A (FALAX).
FBLEX is managed by Fidelity. It was launched on Dec 6, 2012. FALAX is managed by Fidelity. It was launched on Sep 3, 1996.
Performance
FBLEX vs. FALAX - Performance Comparison
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FBLEX vs. FALAX - 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% |
FALAX Fidelity Advisor Large Cap Fund Class A | 0.00% | 19.36% | 26.05% | 23.16% | -8.16% | 25.49% | 8.56% | 31.37% | -8.64% | 16.87% |
Returns By Period
Over the past 10 years, FBLEX has underperformed FALAX with an annualized return of 11.11%, while FALAX has yielded a comparatively higher 14.35% 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%
FALAX
- 1D
- 0.00%
- 1M
- 0.00%
- YTD
- 0.00%
- 6M
- -1.16%
- 1Y
- 22.36%
- 3Y*
- 20.31%
- 5Y*
- 13.75%
- 10Y*
- 14.35%
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FBLEX vs. FALAX - Expense Ratio Comparison
FBLEX has a 0.01% expense ratio, which is lower than FALAX's 0.80% expense ratio.
Return for Risk
FBLEX vs. FALAX — Risk / Return Rank
FBLEX
FALAX
FBLEX vs. FALAX - 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 Fidelity Advisor Large Cap Fund Class A (FALAX). 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 | FALAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.91 | 1.46 | -0.55 |
Sortino ratioReturn per unit of downside risk | 1.32 | 2.08 | -0.76 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.45 | -0.25 |
Calmar ratioReturn relative to maximum drawdown | 1.06 | 1.14 | -0.08 |
Martin ratioReturn relative to average drawdown | 4.92 | 4.62 | +0.30 |
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 | FALAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.91 | 1.46 | -0.55 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.75 | 0.85 | -0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.64 | 0.78 | -0.14 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.69 | 0.46 | +0.22 |
Correlation
The correlation between FBLEX and FALAX 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. FALAX - Dividend Comparison
FBLEX's dividend yield for the trailing twelve months is around 11.33%, more than FALAX's 6.03% 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% |
FALAX Fidelity Advisor Large Cap Fund Class A | 6.03% | 6.03% | 6.33% | 3.46% | 2.21% | 6.69% | 5.50% | 8.65% | 17.32% | 6.41% | 2.11% | 3.02% |
Drawdowns
FBLEX vs. FALAX - Drawdown Comparison
The maximum FBLEX drawdown since its inception was -39.73%, smaller than the maximum FALAX drawdown of -63.41%. Use the drawdown chart below to compare losses from any high point for FBLEX and FALAX.
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Drawdown Indicators
| FBLEX | FALAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.73% | -63.41% | +23.68% |
Max Drawdown (1Y)Largest decline over 1 year | -11.55% | -12.28% | +0.73% |
Max Drawdown (5Y)Largest decline over 5 years | -19.00% | -21.62% | +2.62% |
Max Drawdown (10Y)Largest decline over 10 years | -39.73% | -37.55% | -2.18% |
Current DrawdownCurrent decline from peak | -6.89% | -4.19% | -2.70% |
Average DrawdownAverage peak-to-trough decline | -3.86% | -14.00% | +10.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.49% | 3.92% | -1.43% |
Volatility
FBLEX vs. FALAX - Volatility Comparison
Fidelity Series Stock Selector Large Cap Value Fund (FBLEX) has a higher volatility of 3.48% compared to Fidelity Advisor Large Cap Fund Class A (FALAX) at 0.00%. This indicates that FBLEX's price experiences larger fluctuations and is considered to be riskier than FALAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FBLEX | FALAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.48% | 0.00% | +3.48% |
Volatility (6M)Calculated over the trailing 6-month period | 7.78% | 5.85% | +1.93% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.13% | 17.18% | -2.05% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.78% | 16.55% | -1.77% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.39% | 18.63% | -1.24% |