FBLEX vs. PEIYX
Compare and contrast key facts about Fidelity Series Stock Selector Large Cap Value Fund (FBLEX) and Putnam Large Cap Value Fund (PEIYX).
FBLEX is managed by Fidelity. It was launched on Dec 6, 2012. PEIYX is managed by Putnam. It was launched on Jan 10, 1998.
Performance
FBLEX vs. PEIYX - Performance Comparison
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FBLEX vs. PEIYX - 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% |
PEIYX Putnam Large Cap Value Fund | -1.25% | 19.94% | 19.32% | 15.34% | -2.83% | 27.18% | 6.11% | 29.69% | -8.35% | 18.96% |
Returns By Period
In the year-to-date period, FBLEX achieves a -2.01% return, which is significantly lower than PEIYX's -1.25% return. Over the past 10 years, FBLEX has underperformed PEIYX with an annualized return of 11.11%, while PEIYX has yielded a comparatively higher 13.07% 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%
PEIYX
- 1D
- -0.13%
- 1M
- -6.31%
- YTD
- -1.25%
- 6M
- 4.73%
- 1Y
- 16.15%
- 3Y*
- 16.99%
- 5Y*
- 12.61%
- 10Y*
- 13.07%
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FBLEX vs. PEIYX - Expense Ratio Comparison
FBLEX has a 0.01% expense ratio, which is lower than PEIYX's 0.65% expense ratio.
Return for Risk
FBLEX vs. PEIYX — Risk / Return Rank
FBLEX
PEIYX
FBLEX vs. PEIYX - 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 Putnam Large Cap Value Fund (PEIYX). 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 | PEIYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.91 | 1.13 | -0.22 |
Sortino ratioReturn per unit of downside risk | 1.32 | 1.60 | -0.28 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.24 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.06 | 1.34 | -0.28 |
Martin ratioReturn relative to average drawdown | 4.92 | 6.02 | -1.10 |
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 | PEIYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.91 | 1.13 | -0.22 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.75 | 0.87 | -0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.64 | 0.77 | -0.13 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.69 | 0.51 | +0.17 |
Correlation
The correlation between FBLEX and PEIYX 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. PEIYX - Dividend Comparison
FBLEX's dividend yield for the trailing twelve months is around 11.33%, more than PEIYX's 5.35% 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% |
PEIYX Putnam Large Cap Value Fund | 5.35% | 5.29% | 7.06% | 5.17% | 7.31% | 7.32% | 6.20% | 3.59% | 5.96% | 3.44% | 2.51% | 6.14% |
Drawdowns
FBLEX vs. PEIYX - Drawdown Comparison
The maximum FBLEX drawdown since its inception was -39.73%, smaller than the maximum PEIYX drawdown of -51.28%. Use the drawdown chart below to compare losses from any high point for FBLEX and PEIYX.
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Drawdown Indicators
| FBLEX | PEIYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.73% | -51.28% | +11.55% |
Max Drawdown (1Y)Largest decline over 1 year | -11.55% | -11.77% | +0.22% |
Max Drawdown (5Y)Largest decline over 5 years | -19.00% | -15.36% | -3.64% |
Max Drawdown (10Y)Largest decline over 10 years | -39.73% | -36.05% | -3.68% |
Current DrawdownCurrent decline from peak | -6.89% | -7.18% | +0.29% |
Average DrawdownAverage peak-to-trough decline | -3.86% | -6.36% | +2.50% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.49% | 2.62% | -0.13% |
Volatility
FBLEX vs. PEIYX - Volatility Comparison
Fidelity Series Stock Selector Large Cap Value Fund (FBLEX) and Putnam Large Cap Value Fund (PEIYX) have volatilities of 3.48% and 3.58%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FBLEX | PEIYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.48% | 3.58% | -0.10% |
Volatility (6M)Calculated over the trailing 6-month period | 7.78% | 7.96% | -0.18% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.13% | 15.39% | -0.26% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.78% | 14.52% | +0.26% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.39% | 16.99% | +0.40% |