FBLEX vs. FETKX
Compare and contrast key facts about Fidelity Series Stock Selector Large Cap Value Fund (FBLEX) and Fidelity Equity Dividend Income Fund Class K (FETKX).
FBLEX is managed by Fidelity. It was launched on Dec 6, 2012. FETKX is managed by Fidelity. It was launched on May 9, 2008.
Performance
FBLEX vs. FETKX - Performance Comparison
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FBLEX vs. FETKX - 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% |
FETKX Fidelity Equity Dividend Income Fund Class K | 0.64% | 7.33% | 12.57% | 11.71% | -0.93% | 22.32% | 1.95% | 27.40% | -9.22% | 13.32% |
Returns By Period
In the year-to-date period, FBLEX achieves a -2.01% return, which is significantly lower than FETKX's 0.64% return. Over the past 10 years, FBLEX has outperformed FETKX with an annualized return of 11.11%, while FETKX has yielded a comparatively lower 9.61% 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%
FETKX
- 1D
- 0.20%
- 1M
- -7.23%
- YTD
- 0.64%
- 6M
- -0.36%
- 1Y
- 4.27%
- 3Y*
- 10.29%
- 5Y*
- 8.40%
- 10Y*
- 9.61%
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FBLEX vs. FETKX - Expense Ratio Comparison
FBLEX has a 0.01% expense ratio, which is lower than FETKX's 0.49% expense ratio.
Return for Risk
FBLEX vs. FETKX — Risk / Return Rank
FBLEX
FETKX
FBLEX vs. FETKX - 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 Equity Dividend Income Fund Class K (FETKX). 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 | FETKX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.91 | 0.34 | +0.57 |
Sortino ratioReturn per unit of downside risk | 1.32 | 0.55 | +0.77 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.08 | +0.12 |
Calmar ratioReturn relative to maximum drawdown | 1.06 | 0.39 | +0.67 |
Martin ratioReturn relative to average drawdown | 4.92 | 1.40 | +3.52 |
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 | FETKX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.91 | 0.34 | +0.57 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.75 | 0.61 | +0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.64 | 0.58 | +0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.69 | 0.36 | +0.32 |
Correlation
The correlation between FBLEX and FETKX is 0.97, 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. FETKX - Dividend Comparison
FBLEX's dividend yield for the trailing twelve months is around 11.33%, more than FETKX's 1.55% 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% |
FETKX Fidelity Equity Dividend Income Fund Class K | 1.55% | 1.56% | 8.47% | 5.31% | 7.74% | 11.62% | 2.52% | 8.49% | 14.43% | 9.47% | 6.22% | 6.09% |
Drawdowns
FBLEX vs. FETKX - Drawdown Comparison
The maximum FBLEX drawdown since its inception was -39.73%, smaller than the maximum FETKX drawdown of -56.51%. Use the drawdown chart below to compare losses from any high point for FBLEX and FETKX.
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Drawdown Indicators
| FBLEX | FETKX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.73% | -56.51% | +16.78% |
Max Drawdown (1Y)Largest decline over 1 year | -11.55% | -10.97% | -0.58% |
Max Drawdown (5Y)Largest decline over 5 years | -19.00% | -16.07% | -2.93% |
Max Drawdown (10Y)Largest decline over 10 years | -39.73% | -39.14% | -0.59% |
Current DrawdownCurrent decline from peak | -6.89% | -7.23% | +0.34% |
Average DrawdownAverage peak-to-trough decline | -3.86% | -7.58% | +3.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.49% | 3.02% | -0.53% |
Volatility
FBLEX vs. FETKX - Volatility Comparison
Fidelity Series Stock Selector Large Cap Value Fund (FBLEX) has a higher volatility of 3.48% compared to Fidelity Equity Dividend Income Fund Class K (FETKX) at 3.18%. This indicates that FBLEX's price experiences larger fluctuations and is considered to be riskier than FETKX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FBLEX | FETKX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.48% | 3.18% | +0.30% |
Volatility (6M)Calculated over the trailing 6-month period | 7.78% | 9.53% | -1.75% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.13% | 15.37% | -0.24% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.78% | 13.77% | +1.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.39% | 16.59% | +0.80% |