FELE vs. FNILX
Compare and contrast key facts about Franklin Electric Co., Inc. (FELE) and Fidelity ZERO Large Cap Index Fund (FNILX).
FNILX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FELE or FNILX.
Key characteristics
| FELE | FNILX | |
|---|---|---|
| YTD Return | 2.86% | 8.01% |
| 1Y Return | 6.63% | 29.18% |
| 3Y Return (Ann) | 5.69% | 8.52% |
| 5Y Return (Ann) | 16.06% | 13.65% |
| Sharpe Ratio | 0.20 | 2.39 |
| Daily Std Dev | 22.08% | 11.85% |
| Max Drawdown | -76.87% | -33.75% |
| Current Drawdown | -7.16% | -2.26% |
Correlation
The correlation between FELE and FNILX is 0.64, 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
FELE vs. FNILX - Performance Comparison
In the year-to-date period, FELE achieves a 2.86% return, which is significantly lower than FNILX's 8.01% 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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Risk-Adjusted Performance
FELE vs. FNILX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin Electric Co., Inc. (FELE) 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.
Dividends
FELE vs. FNILX - Dividend Comparison
FELE's dividend yield for the trailing twelve months is around 0.96%, less than FNILX's 1.24% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FELE Franklin Electric Co., Inc. | 0.96% | 0.93% | 0.98% | 0.74% | 0.90% | 1.01% | 1.09% | 0.92% | 1.02% | 1.42% | 0.93% | 0.68% |
FNILX Fidelity ZERO Large Cap Index Fund | 1.24% | 1.34% | 1.53% | 0.95% | 1.20% | 1.17% | 0.53% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FELE vs. FNILX - Drawdown Comparison
The maximum FELE drawdown since its inception was -76.87%, which is greater than FNILX's maximum drawdown of -33.75%. Use the drawdown chart below to compare losses from any high point for FELE and FNILX. For additional features, visit the drawdowns tool.
Volatility
FELE vs. FNILX - Volatility Comparison
Franklin Electric Co., Inc. (FELE) has a higher volatility of 8.30% compared to Fidelity ZERO Large Cap Index Fund (FNILX) at 4.16%. This indicates that FELE's price experiences larger fluctuations and is considered to be riskier than FNILX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.