FEIKX vs. FZROX
Compare and contrast key facts about Fidelity Equity-Income Fund Class K (FEIKX) and Fidelity ZERO Total Market Index Fund (FZROX).
FEIKX is managed by Fidelity. It was launched on May 9, 2008. FZROX is managed by Fidelity.
Performance
FEIKX vs. FZROX - Performance Comparison
Loading graphics...
FEIKX vs. FZROX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
FEIKX Fidelity Equity-Income Fund Class K | 3.22% | 19.05% | 15.42% | 10.72% | -5.02% | 24.61% | 6.86% | 28.02% | -10.43% |
FZROX Fidelity ZERO Total Market Index Fund | -3.98% | 17.23% | 23.94% | 26.20% | -19.21% | 26.00% | 20.51% | 31.15% | -12.72% |
Returns By Period
In the year-to-date period, FEIKX achieves a 3.22% return, which is significantly higher than FZROX's -3.98% return.
FEIKX
- 1D
- 1.86%
- 1M
- -4.54%
- YTD
- 3.22%
- 6M
- 7.13%
- 1Y
- 18.94%
- 3Y*
- 16.00%
- 5Y*
- 11.03%
- 10Y*
- 11.72%
FZROX
- 1D
- 2.99%
- 1M
- -5.06%
- YTD
- -3.98%
- 6M
- -1.97%
- 1Y
- 17.77%
- 3Y*
- 17.96%
- 5Y*
- 10.74%
- 10Y*
- —
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FEIKX vs. FZROX - Expense Ratio Comparison
FEIKX has a 0.49% expense ratio, which is higher than FZROX's 0.00% expense ratio.
Return for Risk
FEIKX vs. FZROX — Risk / Return Rank
FEIKX
FZROX
FEIKX vs. FZROX - 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 Total Market Index Fund (FZROX). 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 | FZROX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.33 | 0.98 | +0.35 |
Sortino ratioReturn per unit of downside risk | 1.87 | 1.50 | +0.37 |
Omega ratioGain probability vs. loss probability | 1.29 | 1.23 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.69 | 1.51 | +0.18 |
Martin ratioReturn relative to average drawdown | 8.25 | 7.28 | +0.97 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| FEIKX | FZROX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.33 | 0.98 | +0.35 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.82 | 0.62 | +0.20 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.76 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.63 | -0.21 |
Correlation
The correlation between FEIKX and FZROX is 0.87, 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. FZROX - Dividend Comparison
FEIKX's dividend yield for the trailing twelve months is around 4.89%, more than FZROX's 1.07% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FEIKX Fidelity Equity-Income Fund Class K | 4.89% | 4.74% | 5.60% | 4.35% | 4.65% | 9.99% | 3.46% | 7.26% | 9.87% | 6.37% | 4.40% | 12.30% |
FZROX Fidelity ZERO Total Market Index Fund | 1.07% | 1.02% | 1.16% | 1.36% | 1.57% | 1.25% | 1.27% | 1.51% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FEIKX vs. FZROX - Drawdown Comparison
The maximum FEIKX drawdown since its inception was -57.64%, which is greater than FZROX's maximum drawdown of -34.96%. Use the drawdown chart below to compare losses from any high point for FEIKX and FZROX.
Loading graphics...
Drawdown Indicators
| FEIKX | FZROX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.64% | -34.96% | -22.68% |
Max Drawdown (1Y)Largest decline over 1 year | -11.04% | -12.44% | +1.40% |
Max Drawdown (5Y)Largest decline over 5 years | -17.14% | -25.12% | +7.98% |
Max Drawdown (10Y)Largest decline over 10 years | -33.11% | — | — |
Current DrawdownCurrent decline from peak | -4.71% | -6.16% | +1.45% |
Average DrawdownAverage peak-to-trough decline | -7.54% | -5.61% | -1.93% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.26% | 2.58% | -0.32% |
Volatility
FEIKX vs. FZROX - Volatility Comparison
The current volatility for Fidelity Equity-Income Fund Class K (FEIKX) is 3.97%, while Fidelity ZERO Total Market Index Fund (FZROX) has a volatility of 5.52%. This indicates that FEIKX experiences smaller price fluctuations and is considered to be less risky than FZROX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| FEIKX | FZROX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.97% | 5.52% | -1.55% |
Volatility (6M)Calculated over the trailing 6-month period | 7.27% | 9.81% | -2.54% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.41% | 18.68% | -4.27% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.49% | 17.45% | -3.96% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.50% | 20.28% | -4.78% |