FLCKX vs. DFIEX
Compare and contrast key facts about Fidelity Leveraged Company Stock Fund Class K (FLCKX) and DFA International Core Equity Portfolio I (DFIEX).
FLCKX is managed by Fidelity. It was launched on May 9, 2008. DFIEX is managed by Dimensional. It was launched on Sep 15, 2005.
Performance
FLCKX vs. DFIEX - Performance Comparison
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FLCKX vs. DFIEX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FLCKX Fidelity Leveraged Company Stock Fund Class K | -3.00% | 20.45% | 27.06% | 26.21% | -22.91% | 26.19% | 26.85% | 35.76% | -16.34% | 20.95% |
DFIEX DFA International Core Equity Portfolio I | 2.80% | 36.18% | 3.99% | 17.50% | -13.51% | 13.85% | 7.73% | 21.70% | -17.41% | 28.04% |
Returns By Period
In the year-to-date period, FLCKX achieves a -3.00% return, which is significantly lower than DFIEX's 2.80% return. Over the past 10 years, FLCKX has outperformed DFIEX with an annualized return of 13.30%, while DFIEX has yielded a comparatively lower 9.64% annualized return.
FLCKX
- 1D
- 4.27%
- 1M
- -7.81%
- YTD
- -3.00%
- 6M
- -3.60%
- 1Y
- 29.59%
- 3Y*
- 20.39%
- 5Y*
- 10.35%
- 10Y*
- 13.30%
DFIEX
- 1D
- 3.02%
- 1M
- -6.42%
- YTD
- 2.80%
- 6M
- 8.00%
- 1Y
- 30.46%
- 3Y*
- 16.74%
- 5Y*
- 9.40%
- 10Y*
- 9.64%
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FLCKX vs. DFIEX - Expense Ratio Comparison
FLCKX has a 0.65% expense ratio, which is higher than DFIEX's 0.24% expense ratio.
Return for Risk
FLCKX vs. DFIEX — Risk / Return Rank
FLCKX
DFIEX
FLCKX vs. DFIEX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Leveraged Company Stock Fund Class K (FLCKX) and DFA International Core Equity Portfolio I (DFIEX). 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.
| FLCKX | DFIEX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.15 | 1.95 | -0.80 |
Sortino ratioReturn per unit of downside risk | 1.70 | 2.55 | -0.85 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.39 | -0.14 |
Calmar ratioReturn relative to maximum drawdown | 1.91 | 2.57 | -0.66 |
Martin ratioReturn relative to average drawdown | 6.85 | 10.07 | -3.22 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FLCKX | DFIEX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.15 | 1.95 | -0.80 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.46 | 0.60 | -0.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.57 | 0.59 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.34 | 0.35 | -0.01 |
Correlation
The correlation between FLCKX and DFIEX is 0.78, 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
FLCKX vs. DFIEX - Dividend Comparison
FLCKX's dividend yield for the trailing twelve months is around 4.83%, more than DFIEX's 3.14% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FLCKX Fidelity Leveraged Company Stock Fund Class K | 4.83% | 4.69% | 14.54% | 12.22% | 18.51% | 8.45% | 0.19% | 0.14% | 19.95% | 18.97% | 27.57% | 6.18% |
DFIEX DFA International Core Equity Portfolio I | 3.14% | 3.22% | 3.42% | 3.36% | 2.88% | 2.98% | 1.77% | 2.90% | 2.95% | 2.49% | 2.76% | 4.20% |
Drawdowns
FLCKX vs. DFIEX - Drawdown Comparison
The maximum FLCKX drawdown since its inception was -69.99%, which is greater than DFIEX's maximum drawdown of -62.22%. Use the drawdown chart below to compare losses from any high point for FLCKX and DFIEX.
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Drawdown Indicators
| FLCKX | DFIEX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -69.99% | -62.22% | -7.77% |
Max Drawdown (1Y)Largest decline over 1 year | -14.31% | -11.01% | -3.30% |
Max Drawdown (5Y)Largest decline over 5 years | -28.52% | -28.66% | +0.14% |
Max Drawdown (10Y)Largest decline over 10 years | -44.10% | -41.04% | -3.06% |
Current DrawdownCurrent decline from peak | -9.31% | -7.75% | -1.56% |
Average DrawdownAverage peak-to-trough decline | -12.52% | -12.26% | -0.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.98% | 2.81% | +1.17% |
Volatility
FLCKX vs. DFIEX - Volatility Comparison
Fidelity Leveraged Company Stock Fund Class K (FLCKX) has a higher volatility of 9.48% compared to DFA International Core Equity Portfolio I (DFIEX) at 7.09%. This indicates that FLCKX's price experiences larger fluctuations and is considered to be riskier than DFIEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FLCKX | DFIEX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.48% | 7.09% | +2.39% |
Volatility (6M)Calculated over the trailing 6-month period | 16.60% | 10.45% | +6.15% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.31% | 15.90% | +11.41% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.61% | 15.65% | +6.96% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.27% | 16.35% | +6.92% |