FEIKX vs. FSKAX
Compare and contrast key facts about Fidelity Equity-Income Fund Class K (FEIKX) and Fidelity Total Market Index Fund (FSKAX).
FEIKX is managed by Fidelity. It was launched on May 9, 2008. FSKAX is managed by Fidelity.
Performance
FEIKX vs. FSKAX - Performance Comparison
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FEIKX vs. FSKAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FEIKX Fidelity Equity-Income Fund Class K | 1.33% | 19.05% | 15.42% | 10.72% | -5.02% | 24.61% | 6.86% | 28.02% | -8.38% | 12.88% |
FSKAX Fidelity Total Market Index Fund | -6.77% | 17.06% | 23.89% | 26.12% | -19.53% | 25.66% | 20.79% | 30.92% | -5.32% | 20.85% |
Returns By Period
In the year-to-date period, FEIKX achieves a 1.33% return, which is significantly higher than FSKAX's -6.77% return. Over the past 10 years, FEIKX has underperformed FSKAX with an annualized return of 11.51%, while FSKAX has yielded a comparatively higher 13.23% annualized 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%
FSKAX
- 1D
- -0.47%
- 1M
- -7.69%
- YTD
- -6.77%
- 6M
- -4.56%
- 1Y
- 14.73%
- 3Y*
- 16.72%
- 5Y*
- 10.13%
- 10Y*
- 13.23%
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FEIKX vs. FSKAX - Expense Ratio Comparison
FEIKX has a 0.49% expense ratio, which is higher than FSKAX's 0.02% expense ratio.
Return for Risk
FEIKX vs. FSKAX — Risk / Return Rank
FEIKX
FSKAX
FEIKX vs. FSKAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Equity-Income Fund Class K (FEIKX) and Fidelity Total Market Index Fund (FSKAX). 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 | FSKAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.26 | 0.83 | +0.43 |
Sortino ratioReturn per unit of downside risk | 1.78 | 1.29 | +0.49 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.19 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.48 | 1.04 | +0.44 |
Martin ratioReturn relative to average drawdown | 7.29 | 5.05 | +2.24 |
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 | FSKAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.26 | 0.83 | +0.43 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.81 | 0.59 | +0.22 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | 0.72 | +0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.41 | 0.78 | -0.36 |
Correlation
The correlation between FEIKX and FSKAX is 0.90, 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. FSKAX - Dividend Comparison
FEIKX's dividend yield for the trailing twelve months is around 4.99%, more than FSKAX's 1.09% 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% |
FSKAX Fidelity Total Market Index Fund | 1.09% | 1.01% | 1.19% | 1.41% | 1.62% | 1.15% | 1.45% | 1.94% | 2.54% | 2.07% | 2.43% | 0.82% |
Drawdowns
FEIKX vs. FSKAX - Drawdown Comparison
The maximum FEIKX drawdown since its inception was -57.64%, which is greater than FSKAX's maximum drawdown of -35.01%. Use the drawdown chart below to compare losses from any high point for FEIKX and FSKAX.
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Drawdown Indicators
| FEIKX | FSKAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.64% | -35.01% | -22.63% |
Max Drawdown (1Y)Largest decline over 1 year | -11.04% | -12.42% | +1.38% |
Max Drawdown (5Y)Largest decline over 5 years | -17.14% | -25.39% | +8.25% |
Max Drawdown (10Y)Largest decline over 10 years | -33.11% | -35.01% | +1.90% |
Current DrawdownCurrent decline from peak | -6.45% | -8.92% | +2.47% |
Average DrawdownAverage peak-to-trough decline | -7.54% | -4.05% | -3.49% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.25% | 2.57% | -0.32% |
Volatility
FEIKX vs. FSKAX - Volatility Comparison
The current volatility for Fidelity Equity-Income Fund Class K (FEIKX) is 3.33%, while Fidelity Total Market Index Fund (FSKAX) has a volatility of 4.42%. This indicates that FEIKX experiences smaller price fluctuations and is considered to be less risky than FSKAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FEIKX | FSKAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.33% | 4.42% | -1.09% |
Volatility (6M)Calculated over the trailing 6-month period | 7.07% | 9.40% | -2.33% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.33% | 18.50% | -4.17% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.47% | 17.38% | -3.91% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.49% | 18.42% | -2.93% |