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FEQIX vs. FLCSX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between FEQIX and FLCSX is 0.91, 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.


-0.50.00.51.0
Correlation: 0.9

Performance

FEQIX vs. FLCSX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Equity-Income Fund (FEQIX) and Fidelity Large Cap Stock Fund (FLCSX). The values are adjusted to include any dividend payments, if applicable.

600.00%800.00%1,000.00%1,200.00%1,400.00%1,600.00%December2025FebruaryMarchAprilMay
637.84%
1,443.57%
FEQIX
FLCSX

Key characteristics

Sharpe Ratio

FEQIX:

0.50

FLCSX:

0.80

Sortino Ratio

FEQIX:

0.79

FLCSX:

1.21

Omega Ratio

FEQIX:

1.12

FLCSX:

1.19

Calmar Ratio

FEQIX:

0.47

FLCSX:

0.83

Martin Ratio

FEQIX:

1.55

FLCSX:

3.34

Ulcer Index

FEQIX:

4.87%

FLCSX:

4.68%

Daily Std Dev

FEQIX:

15.05%

FLCSX:

19.58%

Max Drawdown

FEQIX:

-62.07%

FLCSX:

-63.67%

Current Drawdown

FEQIX:

-6.74%

FLCSX:

-5.82%

Returns By Period

In the year-to-date period, FEQIX achieves a 2.70% return, which is significantly higher than FLCSX's 0.28% return. Over the past 10 years, FEQIX has underperformed FLCSX with an annualized return of 4.76%, while FLCSX has yielded a comparatively higher 11.83% annualized return.


FEQIX

YTD

2.70%

1M

2.48%

6M

-1.95%

1Y

7.08%

5Y*

10.47%

10Y*

4.76%

FLCSX

YTD

0.28%

1M

7.54%

6M

2.19%

1Y

13.67%

5Y*

19.79%

10Y*

11.83%

*Annualized

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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.


Expense ratio chart for FEQIX: current value is 0.57%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
FEQIX: 0.57%
Expense ratio chart for FLCSX: current value is 0.54%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
FLCSX: 0.54%

Risk-Adjusted Performance

FEQIX vs. FLCSX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FEQIX
The Risk-Adjusted Performance Rank of FEQIX is 4646
Overall Rank
The Sharpe Ratio Rank of FEQIX is 4545
Sharpe Ratio Rank
The Sortino Ratio Rank of FEQIX is 4545
Sortino Ratio Rank
The Omega Ratio Rank of FEQIX is 4646
Omega Ratio Rank
The Calmar Ratio Rank of FEQIX is 5252
Calmar Ratio Rank
The Martin Ratio Rank of FEQIX is 4444
Martin Ratio Rank

FLCSX
The Risk-Adjusted Performance Rank of FLCSX is 6969
Overall Rank
The Sharpe Ratio Rank of FLCSX is 6464
Sharpe Ratio Rank
The Sortino Ratio Rank of FLCSX is 6565
Sortino Ratio Rank
The Omega Ratio Rank of FLCSX is 7070
Omega Ratio Rank
The Calmar Ratio Rank of FLCSX is 7676
Calmar Ratio Rank
The Martin Ratio Rank of FLCSX is 7070
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.


The chart of Sharpe ratio for FEQIX, currently valued at 0.50, compared to the broader market-2.00-1.000.001.002.003.00
FEQIX: 0.50
FLCSX: 0.80
The chart of Sortino ratio for FEQIX, currently valued at 0.79, compared to the broader market-2.000.002.004.006.008.00
FEQIX: 0.79
FLCSX: 1.21
The chart of Omega ratio for FEQIX, currently valued at 1.11, compared to the broader market0.501.001.502.002.503.00
FEQIX: 1.12
FLCSX: 1.19
The chart of Calmar ratio for FEQIX, currently valued at 0.47, compared to the broader market0.002.004.006.008.0010.00
FEQIX: 0.47
FLCSX: 0.83
The chart of Martin ratio for FEQIX, currently valued at 1.55, compared to the broader market0.0010.0020.0030.0040.00
FEQIX: 1.55
FLCSX: 3.34

The current FEQIX Sharpe Ratio is 0.50, which is lower than the FLCSX Sharpe Ratio of 0.80. The chart below compares the historical Sharpe Ratios of FEQIX and FLCSX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.001.002.003.004.00December2025FebruaryMarchAprilMay
0.50
0.80
FEQIX
FLCSX

Dividends

FEQIX vs. FLCSX - Dividend Comparison

FEQIX's dividend yield for the trailing twelve months is around 5.08%, more than FLCSX's 4.25% yield.


TTM20242023202220212020201920182017201620152014
FEQIX
Fidelity Equity-Income Fund
5.08%5.51%4.26%4.56%9.90%3.38%7.16%9.76%6.80%4.28%7.35%8.14%
FLCSX
Fidelity Large Cap Stock Fund
4.25%4.26%2.83%3.07%4.71%3.93%5.43%13.75%3.48%3.61%4.93%6.04%

Drawdowns

FEQIX vs. FLCSX - Drawdown Comparison

The maximum FEQIX drawdown since its inception was -62.07%, roughly equal to the maximum FLCSX drawdown of -63.67%. Use the drawdown chart below to compare losses from any high point for FEQIX and FLCSX. For additional features, visit the drawdowns tool.


-20.00%-15.00%-10.00%-5.00%0.00%December2025FebruaryMarchAprilMay
-6.74%
-5.82%
FEQIX
FLCSX

Volatility

FEQIX vs. FLCSX - Volatility Comparison

The current volatility for Fidelity Equity-Income Fund (FEQIX) is 11.09%, while Fidelity Large Cap Stock Fund (FLCSX) has a volatility of 14.44%. 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.


2.00%4.00%6.00%8.00%10.00%12.00%14.00%December2025FebruaryMarchAprilMay
11.09%
14.44%
FEQIX
FLCSX