FIMVX vs. FLPSX

In the year-to-date period, FIMVX achieves a 0.37% return, which is significantly lower than FLPSX's 3.21% return.

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FIMVX has a 0.05% expense ratio, which is lower than FLPSX's 0.82% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Mid Cap Value Index Fund (FIMVX) and Fidelity Low-Priced Stock Fund (FLPSX). 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 current FIMVX Sharpe Ratio is 0.19, which is higher than the FLPSX Sharpe Ratio of 0.12. The chart below compares the historical Sharpe Ratios of FIMVX and FLPSX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FIMVX's dividend yield for the trailing twelve months is around 4.43%, less than FLPSX's 15.73% yield.

The maximum FIMVX drawdown since its inception was -43.61%, smaller than the maximum FLPSX drawdown of -53.75%. Use the drawdown chart below to compare losses from any high point for FIMVX and FLPSX. For additional features, visit the drawdowns tool.

Fidelity Mid Cap Value Index Fund (FIMVX) has a higher volatility of 5.56% compared to Fidelity Low-Priced Stock Fund (FLPSX) at 4.58%. This indicates that FIMVX's price experiences larger fluctuations and is considered to be riskier than FLPSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.