FEQIX vs. FLCSX
Compare and contrast key facts about Fidelity Equity-Income Fund (FEQIX) and Fidelity Large Cap Stock Fund (FLCSX).
FEQIX is managed by Fidelity. It was launched on May 16, 1966. FLCSX is managed by Fidelity. It was launched on Jun 22, 1995.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FEQIX or FLCSX.
Performance
FEQIX vs. FLCSX - Performance Comparison
Returns By Period
In the year-to-date period, FEQIX achieves a 21.03% return, which is significantly lower than FLCSX's 26.96% return. Over the past 10 years, FEQIX has underperformed FLCSX with an annualized return of 5.62%, while FLCSX has yielded a comparatively higher 8.95% annualized return.
FEQIX
21.03%
1.84%
10.57%
24.59%
7.47%
5.62%
FLCSX
26.96%
3.67%
10.68%
31.71%
12.89%
8.95%
Key characteristics
| FEQIX | FLCSX | |
|---|---|---|
| Sharpe Ratio | 2.47 | 2.61 |
| Sortino Ratio | 3.42 | 3.46 |
| Omega Ratio | 1.45 | 1.49 |
| Calmar Ratio | 2.55 | 3.98 |
| Martin Ratio | 17.48 | 19.17 |
| Ulcer Index | 1.41% | 1.65% |
| Daily Std Dev | 9.96% | 12.14% |
| Max Drawdown | -62.07% | -65.69% |
| Current Drawdown | 0.00% | -0.14% |
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FEQIX vs. FLCSX - Expense Ratio Comparison
FEQIX has a 0.57% expense ratio, which is higher than FLCSX's 0.54% expense ratio.
Correlation
The correlation between FEQIX and FLCSX 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.
Risk-Adjusted Performance
FEQIX vs. FLCSX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Equity-Income Fund (FEQIX) and Fidelity Large Cap Stock Fund (FLCSX). 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
FEQIX vs. FLCSX - Dividend Comparison
FEQIX's dividend yield for the trailing twelve months is around 1.53%, more than FLCSX's 0.79% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FEQIX Fidelity Equity-Income Fund | 1.53% | 1.78% | 1.93% | 1.55% | 1.50% | 1.82% | 2.73% | 2.03% | 2.37% | 7.35% | 8.14% | 2.18% |
FLCSX Fidelity Large Cap Stock Fund | 0.79% | 1.07% | 1.28% | 1.83% | 1.84% | 1.85% | 2.07% | 1.14% | 1.40% | 6.15% | 0.94% | 0.78% |
Drawdowns
FEQIX vs. FLCSX - Drawdown Comparison
The maximum FEQIX drawdown since its inception was -62.07%, smaller than the maximum FLCSX drawdown of -65.69%. Use the drawdown chart below to compare losses from any high point for FEQIX and FLCSX. For additional features, visit the drawdowns tool.
Volatility
FEQIX vs. FLCSX - Volatility Comparison
The current volatility for Fidelity Equity-Income Fund (FEQIX) is 3.25%, while Fidelity Large Cap Stock Fund (FLCSX) has a volatility of 3.81%. This indicates that FEQIX experiences smaller price fluctuations and is considered to be less risky than FLCSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.