FEIKX vs. FNILX
Compare and contrast key facts about Fidelity Equity-Income Fund Class K (FEIKX) and Fidelity ZERO Large Cap Index Fund (FNILX).
FEIKX is managed by Fidelity. It was launched on May 9, 2008. FNILX is managed by Fidelity.
Performance
FEIKX vs. FNILX - Performance Comparison
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FEIKX vs. FNILX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
FEIKX Fidelity Equity-Income Fund Class K | 1.33% | 19.05% | 15.42% | 10.72% | -5.02% | 24.61% | 6.86% | 28.02% | -11.26% |
FNILX Fidelity ZERO Large Cap Index Fund | -4.59% | 17.81% | 25.47% | 27.45% | -19.37% | 26.67% | 21.13% | 31.79% | -13.60% |
Returns By Period
In the year-to-date period, FEIKX achieves a 1.33% return, which is significantly higher than FNILX's -4.59% return.
FEIKX
- 1D
- 0.02%
- 1M
- -6.45%
- YTD
- 1.33%
- 6M
- 5.40%
- 1Y
- 16.81%
- 3Y*
- 15.29%
- 5Y*
- 10.82%
- 10Y*
- 11.51%
FNILX
- 1D
- 2.92%
- 1M
- -4.98%
- YTD
- -4.59%
- 6M
- -2.55%
- 1Y
- 17.28%
- 3Y*
- 18.57%
- 5Y*
- 11.53%
- 10Y*
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FEIKX vs. FNILX - Expense Ratio Comparison
FEIKX has a 0.49% expense ratio, which is higher than FNILX's 0.00% expense ratio.
Return for Risk
FEIKX vs. FNILX — Risk / Return Rank
FEIKX
FNILX
FEIKX vs. FNILX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Equity-Income Fund Class K (FEIKX) and Fidelity ZERO Large Cap Index Fund (FNILX). 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.
| FEIKX | FNILX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.26 | 0.97 | +0.29 |
Sortino ratioReturn per unit of downside risk | 1.78 | 1.48 | +0.30 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.23 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.48 | 1.51 | -0.02 |
Martin ratioReturn relative to average drawdown | 7.29 | 7.14 | +0.15 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FEIKX | FNILX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.26 | 0.97 | +0.29 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.81 | 0.67 | +0.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.41 | 0.66 | -0.24 |
Correlation
The correlation between FEIKX and FNILX is 0.85, 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.
Dividends
FEIKX vs. FNILX - Dividend Comparison
FEIKX's dividend yield for the trailing twelve months is around 4.99%, more than FNILX's 1.06% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FEIKX Fidelity Equity-Income Fund Class K | 4.99% | 4.74% | 5.60% | 4.35% | 4.65% | 9.99% | 3.46% | 7.26% | 9.87% | 6.37% | 4.40% | 12.30% |
FNILX Fidelity ZERO Large Cap Index Fund | 1.06% | 1.01% | 1.09% | 1.34% | 1.53% | 0.95% | 1.20% | 1.17% | 0.53% | 0.00% | 0.00% | 0.00% |
Drawdowns
FEIKX vs. FNILX - Drawdown Comparison
The maximum FEIKX drawdown since its inception was -57.64%, which is greater than FNILX's maximum drawdown of -33.76%. Use the drawdown chart below to compare losses from any high point for FEIKX and FNILX.
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Drawdown Indicators
| FEIKX | FNILX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.64% | -33.76% | -23.88% |
Max Drawdown (1Y)Largest decline over 1 year | -11.04% | -12.18% | +1.14% |
Max Drawdown (5Y)Largest decline over 5 years | -17.14% | -25.40% | +8.26% |
Max Drawdown (10Y)Largest decline over 10 years | -33.11% | — | — |
Current DrawdownCurrent decline from peak | -6.45% | -6.36% | -0.09% |
Average DrawdownAverage peak-to-trough decline | -7.54% | -5.47% | -2.07% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.25% | 2.57% | -0.32% |
Volatility
FEIKX vs. FNILX - Volatility Comparison
The current volatility for Fidelity Equity-Income Fund Class K (FEIKX) is 3.33%, while Fidelity ZERO Large Cap Index Fund (FNILX) has a volatility of 5.33%. This indicates that FEIKX experiences smaller price fluctuations and is considered to be less risky than FNILX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FEIKX | FNILX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.33% | 5.33% | -2.00% |
Volatility (6M)Calculated over the trailing 6-month period | 7.07% | 9.59% | -2.52% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.33% | 18.44% | -4.11% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.47% | 17.27% | -3.80% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.49% | 20.19% | -4.70% |