FDVLX vs. BRK-B
Compare and contrast key facts about Fidelity Value Fund (FDVLX) and Berkshire Hathaway Inc. (BRK-B).
FDVLX is managed by Fidelity. It was launched on Dec 1, 1978.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FDVLX or BRK-B.
Correlation
The correlation between FDVLX and BRK-B is 0.52, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
FDVLX vs. BRK-B - Performance Comparison
Key characteristics
FDVLX:
-0.30
BRK-B:
1.66
FDVLX:
-0.24
BRK-B:
2.37
FDVLX:
0.96
BRK-B:
1.30
FDVLX:
-0.30
BRK-B:
3.19
FDVLX:
-1.58
BRK-B:
7.87
FDVLX:
4.11%
BRK-B:
3.07%
FDVLX:
21.47%
BRK-B:
14.59%
FDVLX:
-66.38%
BRK-B:
-53.86%
FDVLX:
-21.94%
BRK-B:
-6.98%
Returns By Period
In the year-to-date period, FDVLX achieves a -6.82% return, which is significantly lower than BRK-B's 25.99% return. Over the past 10 years, FDVLX has underperformed BRK-B with an annualized return of 3.86%, while BRK-B has yielded a comparatively higher 11.48% annualized return.
FDVLX
-6.82%
-18.46%
-9.78%
-4.84%
4.78%
3.86%
BRK-B
25.99%
-4.16%
9.82%
26.45%
14.74%
11.48%
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Risk-Adjusted Performance
FDVLX vs. BRK-B - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Value Fund (FDVLX) and Berkshire Hathaway Inc. (BRK-B). 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
FDVLX vs. BRK-B - Dividend Comparison
Neither FDVLX nor BRK-B has paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDVLX Fidelity Value Fund | 0.00% | 1.04% | 0.70% | 1.37% | 0.98% | 1.15% | 1.39% | 1.36% | 1.23% | 12.17% | 2.94% | 1.83% |
BRK-B Berkshire Hathaway Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FDVLX vs. BRK-B - Drawdown Comparison
The maximum FDVLX drawdown since its inception was -66.38%, which is greater than BRK-B's maximum drawdown of -53.86%. Use the drawdown chart below to compare losses from any high point for FDVLX and BRK-B. For additional features, visit the drawdowns tool.
Volatility
FDVLX vs. BRK-B - Volatility Comparison
Fidelity Value Fund (FDVLX) has a higher volatility of 16.27% compared to Berkshire Hathaway Inc. (BRK-B) at 3.68%. This indicates that FDVLX's price experiences larger fluctuations and is considered to be riskier than BRK-B based on this measure. The chart below showcases a comparison of their rolling one-month volatility.