FCLKX vs. FXAIX
Compare and contrast key facts about Fidelity Large Cap Stock K6 Fund (FCLKX) and Fidelity 500 Index Fund (FXAIX).
FCLKX is managed by Fidelity. It was launched on May 25, 2017. FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FCLKX or FXAIX.
Correlation
The correlation between FCLKX and FXAIX is 0.91, 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.
Performance
FCLKX vs. FXAIX - Performance Comparison
Key characteristics
FCLKX:
1.99
FXAIX:
1.90
FCLKX:
2.67
FXAIX:
2.56
FCLKX:
1.37
FXAIX:
1.35
FCLKX:
1.71
FXAIX:
2.87
FCLKX:
12.53
FXAIX:
11.90
FCLKX:
1.98%
FXAIX:
2.04%
FCLKX:
12.48%
FXAIX:
12.79%
FCLKX:
-37.09%
FXAIX:
-33.79%
FCLKX:
-0.49%
FXAIX:
0.00%
Returns By Period
In the year-to-date period, FCLKX achieves a 6.09% return, which is significantly higher than FXAIX's 4.38% return.
FCLKX
6.09%
2.18%
11.23%
23.85%
7.19%
N/A
FXAIX
4.38%
2.32%
10.23%
24.10%
14.52%
13.11%
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FCLKX vs. FXAIX - Expense Ratio Comparison
FCLKX has a 0.45% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Risk-Adjusted Performance
FCLKX vs. FXAIX — Risk-Adjusted Performance Rank
FCLKX
FXAIX
FCLKX vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Large Cap Stock K6 Fund (FCLKX) and Fidelity 500 Index Fund (FXAIX). 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
FCLKX vs. FXAIX - Dividend Comparison
FCLKX's dividend yield for the trailing twelve months is around 1.14%, less than FXAIX's 1.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCLKX Fidelity Large Cap Stock K6 Fund | 1.14% | 1.21% | 1.25% | 2.61% | 1.95% | 1.93% | 1.90% | 2.03% | 0.47% | 0.00% | 0.00% | 0.00% |
FXAIX Fidelity 500 Index Fund | 1.19% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 1.95% | 2.07% | 1.81% | 2.01% | 2.56% | 2.63% |
Drawdowns
FCLKX vs. FXAIX - Drawdown Comparison
The maximum FCLKX drawdown since its inception was -37.09%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for FCLKX and FXAIX. For additional features, visit the drawdowns tool.
Volatility
FCLKX vs. FXAIX - Volatility Comparison
Fidelity Large Cap Stock K6 Fund (FCLKX) has a higher volatility of 3.85% compared to Fidelity 500 Index Fund (FXAIX) at 3.19%. This indicates that FCLKX's price experiences larger fluctuations and is considered to be riskier than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.