FDMLX vs. FLPSX
Compare and contrast key facts about Fidelity Series Intrinsic Opportunities Fund (FDMLX) and Fidelity Low-Priced Stock Fund (FLPSX).
FDMLX is managed by Fidelity. It was launched on Dec 6, 2012. FLPSX is managed by T. Rowe Price. It was launched on Dec 27, 1989.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FDMLX or FLPSX.
Key characteristics
| FDMLX | FLPSX | |
|---|---|---|
| YTD Return | 16.84% | 12.65% |
| 1Y Return | 32.43% | 25.30% |
| 3Y Return (Ann) | 10.41% | 6.69% |
| 5Y Return (Ann) | 15.30% | 11.95% |
| 10Y Return (Ann) | 12.03% | 9.56% |
| Sharpe Ratio | 2.15 | 1.98 |
| Sortino Ratio | 3.05 | 2.78 |
| Omega Ratio | 1.38 | 1.35 |
| Calmar Ratio | 3.90 | 3.37 |
| Martin Ratio | 12.54 | 11.68 |
| Ulcer Index | 2.60% | 2.17% |
| Daily Std Dev | 15.14% | 12.79% |
| Max Drawdown | -35.03% | -52.95% |
| Current Drawdown | -1.02% | -1.06% |
Correlation
The correlation between FDMLX and FLPSX 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
FDMLX vs. FLPSX - Performance Comparison
In the year-to-date period, FDMLX achieves a 16.84% return, which is significantly higher than FLPSX's 12.65% return. Over the past 10 years, FDMLX has outperformed FLPSX with an annualized return of 12.03%, while FLPSX has yielded a comparatively lower 9.56% annualized return. 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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FDMLX vs. FLPSX - Expense Ratio Comparison
FDMLX has a 0.00% expense ratio, which is lower than FLPSX's 0.82% expense ratio.
Risk-Adjusted Performance
FDMLX vs. FLPSX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Series Intrinsic Opportunities Fund (FDMLX) and Fidelity Low-Priced Stock Fund (FLPSX). 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
FDMLX vs. FLPSX - Dividend Comparison
FDMLX's dividend yield for the trailing twelve months is around 1.88%, less than FLPSX's 2.11% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDMLX Fidelity Series Intrinsic Opportunities Fund | 1.88% | 2.40% | 3.06% | 2.57% | 2.40% | 3.20% | 2.73% | 1.57% | 1.27% | 7.44% | 5.77% | 3.70% |
FLPSX Fidelity Low-Priced Stock Fund | 2.11% | 2.02% | 1.20% | 1.54% | 1.77% | 1.77% | 1.94% | 1.45% | 1.20% | 5.15% | 6.91% | 7.46% |
Drawdowns
FDMLX vs. FLPSX - Drawdown Comparison
The maximum FDMLX drawdown since its inception was -35.03%, smaller than the maximum FLPSX drawdown of -52.95%. Use the drawdown chart below to compare losses from any high point for FDMLX and FLPSX. For additional features, visit the drawdowns tool.
Volatility
FDMLX vs. FLPSX - Volatility Comparison
Fidelity Series Intrinsic Opportunities Fund (FDMLX) has a higher volatility of 5.68% compared to Fidelity Low-Priced Stock Fund (FLPSX) at 4.22%. This indicates that FDMLX's price experiences larger fluctuations and is considered to be riskier than FLPSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.