FBLEX vs. META
Compare and contrast key facts about Fidelity Series Stock Selector Large Cap Value Fund (FBLEX) and Meta Platforms, Inc. (META).
FBLEX is managed by Fidelity. It was launched on Dec 6, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FBLEX or META.
Correlation
The correlation between FBLEX and META is 0.40, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
FBLEX vs. META - Performance Comparison
Key characteristics
FBLEX:
0.74
META:
1.56
FBLEX:
0.98
META:
2.06
FBLEX:
1.16
META:
1.28
FBLEX:
0.71
META:
2.57
FBLEX:
2.02
META:
7.78
FBLEX:
4.89%
META:
6.09%
FBLEX:
13.41%
META:
30.33%
FBLEX:
-41.62%
META:
-76.74%
FBLEX:
-8.30%
META:
-5.68%
Returns By Period
In the year-to-date period, FBLEX achieves a 5.18% return, which is significantly lower than META's 18.67% return. Over the past 10 years, FBLEX has underperformed META with an annualized return of 3.01%, while META has yielded a comparatively higher 24.42% annualized return.
FBLEX
5.18%
0.70%
1.18%
9.55%
4.54%
3.01%
META
18.67%
12.71%
30.86%
48.87%
27.21%
24.42%
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Risk-Adjusted Performance
FBLEX vs. META — Risk-Adjusted Performance Rank
FBLEX
META
FBLEX vs. META - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Series Stock Selector Large Cap Value Fund (FBLEX) and Meta Platforms, Inc. (META). 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.
Dividends
FBLEX vs. META - Dividend Comparison
FBLEX's dividend yield for the trailing twelve months is around 2.13%, more than META's 0.22% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
FBLEX Fidelity Series Stock Selector Large Cap Value Fund | 2.13% | 2.24% | 2.12% | 2.29% | 1.92% | 2.22% | 2.45% | 2.56% | 2.11% | 1.31% | 5.88% | 8.41% |
META Meta Platforms, Inc. | 0.22% | 0.34% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FBLEX vs. META - Drawdown Comparison
The maximum FBLEX drawdown since its inception was -41.62%, smaller than the maximum META drawdown of -76.74%. Use the drawdown chart below to compare losses from any high point for FBLEX and META. For additional features, visit the drawdowns tool.
Volatility
FBLEX vs. META - Volatility Comparison
The current volatility for Fidelity Series Stock Selector Large Cap Value Fund (FBLEX) is 2.36%, while Meta Platforms, Inc. (META) has a volatility of 5.69%. This indicates that FBLEX experiences smaller price fluctuations and is considered to be less risky than META based on this measure. The chart below showcases a comparison of their rolling one-month volatility.