FDESX vs. FLCSX
Compare and contrast key facts about Fidelity Advisor Diversified Stock Fund Class O (FDESX) and Fidelity Large Cap Stock Fund (FLCSX).
FDESX is managed by Fidelity. It was launched on Jul 10, 1970. FLCSX is managed by Fidelity. It was launched on Jun 22, 1995.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FDESX or FLCSX.
Key characteristics
| FDESX | FLCSX | |
|---|---|---|
| YTD Return | 20.75% | 20.12% |
| 1Y Return | 30.63% | 28.21% |
| 3Y Return (Ann) | 10.01% | 13.16% |
| 5Y Return (Ann) | 17.09% | 15.68% |
| 10Y Return (Ann) | 12.15% | 11.77% |
| Sharpe Ratio | 1.97 | 2.28 |
| Daily Std Dev | 15.32% | 12.16% |
| Max Drawdown | -62.74% | -63.67% |
| Current Drawdown | -2.41% | -0.64% |
Correlation
The correlation between FDESX and FLCSX is 0.95, 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
FDESX vs. FLCSX - Performance Comparison
The year-to-date returns for both stocks are quite close, with FDESX having a 20.75% return and FLCSX slightly lower at 20.12%. Both investments have delivered pretty close results over the past 10 years, with FDESX having a 12.15% annualized return and FLCSX not far behind at 11.77%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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FDESX vs. FLCSX - Expense Ratio Comparison
FDESX has a 0.45% expense ratio, which is lower than FLCSX's 0.54% expense ratio.
Risk-Adjusted Performance
FDESX vs. FLCSX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Diversified Stock Fund Class O (FDESX) and Fidelity Large Cap Stock Fund (FLCSX). 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
FDESX vs. FLCSX - Dividend Comparison
FDESX's dividend yield for the trailing twelve months is around 2.94%, less than FLCSX's 4.47% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDESX Fidelity Advisor Diversified Stock Fund Class O | 2.94% | 3.55% | 9.06% | 16.87% | 5.28% | 3.23% | 13.54% | 8.97% | 1.67% | 1.78% | 11.34% | 2.46% |
FLCSX Fidelity Large Cap Stock Fund | 4.47% | 2.83% | 3.07% | 4.71% | 3.93% | 5.43% | 13.75% | 3.48% | 3.61% | 6.15% | 6.04% | 4.31% |
Drawdowns
FDESX vs. FLCSX - Drawdown Comparison
The maximum FDESX drawdown since its inception was -62.74%, roughly equal to the maximum FLCSX drawdown of -63.67%. Use the drawdown chart below to compare losses from any high point for FDESX and FLCSX. For additional features, visit the drawdowns tool.
Volatility
FDESX vs. FLCSX - Volatility Comparison
Fidelity Advisor Diversified Stock Fund Class O (FDESX) has a higher volatility of 4.58% compared to Fidelity Large Cap Stock Fund (FLCSX) at 4.14%. This indicates that FDESX's price experiences larger fluctuations and is considered to be riskier than FLCSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.