Correlation
The correlation between FCLKX and FEQIX is 0.87, 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.
FCLKX vs. FEQIX
Compare and contrast key facts about Fidelity Large Cap Stock K6 Fund (FCLKX) and Fidelity Equity-Income Fund (FEQIX).
FCLKX is managed by Fidelity. It was launched on May 25, 2017. FEQIX is managed by Fidelity. It was launched on May 16, 1966.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FCLKX or FEQIX.
Performance
FCLKX vs. FEQIX - Performance Comparison
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Key characteristics
FCLKX:
0.68
FEQIX:
0.77
FCLKX:
0.95
FEQIX:
1.10
FCLKX:
1.15
FEQIX:
1.16
FCLKX:
0.62
FEQIX:
0.83
FCLKX:
2.43
FEQIX:
3.28
FCLKX:
4.92%
FEQIX:
3.31%
FCLKX:
20.00%
FEQIX:
15.13%
FCLKX:
-37.09%
FEQIX:
-62.24%
FCLKX:
-0.73%
FEQIX:
-1.32%
Returns By Period
In the year-to-date period, FCLKX achieves a 5.83% return, which is significantly higher than FEQIX's 5.02% return.
FCLKX
5.83%
8.79%
1.26%
13.54%
5.17%
10.67%
N/A
FEQIX
5.02%
3.74%
-1.32%
11.54%
9.79%
13.89%
9.44%
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FCLKX vs. FEQIX - Expense Ratio Comparison
FCLKX has a 0.45% expense ratio, which is lower than FEQIX's 0.57% expense ratio.
Risk-Adjusted Performance
FCLKX vs. FEQIX — Risk-Adjusted Performance Rank
FCLKX
FEQIX
FCLKX vs. FEQIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Large Cap Stock K6 Fund (FCLKX) and Fidelity Equity-Income Fund (FEQIX). 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.
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Dividends
FCLKX vs. FEQIX - Dividend Comparison
FCLKX's dividend yield for the trailing twelve months is around 4.40%, less than FEQIX's 4.96% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCLKX Fidelity Large Cap Stock K6 Fund | 4.40% | 4.65% | 3.07% | 35.79% | 6.51% | 3.43% | 2.52% | 4.66% | 0.58% | 0.00% | 0.00% | 0.00% |
FEQIX Fidelity Equity-Income Fund | 4.96% | 5.51% | 4.26% | 4.56% | 9.89% | 3.38% | 7.16% | 9.76% | 6.80% | 4.28% | 12.17% | 7.24% |
Drawdowns
FCLKX vs. FEQIX - Drawdown Comparison
The maximum FCLKX drawdown since its inception was -37.09%, smaller than the maximum FEQIX drawdown of -62.24%. Use the drawdown chart below to compare losses from any high point for FCLKX and FEQIX.
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Volatility
FCLKX vs. FEQIX - Volatility Comparison
Fidelity Large Cap Stock K6 Fund (FCLKX) has a higher volatility of 4.26% compared to Fidelity Equity-Income Fund (FEQIX) at 4.01%. This indicates that FCLKX's price experiences larger fluctuations and is considered to be riskier than FEQIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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