FLCKX vs. FXAIX
Compare and contrast key facts about Fidelity Leveraged Company Stock Fund Class K (FLCKX) and Fidelity 500 Index Fund (FXAIX).
FLCKX is managed by Fidelity. It was launched on May 9, 2008. FXAIX is a passively managed fund by Fidelity that tracks the performance of the S&P 500 Index. It was launched on Feb 17, 1988.
Performance
FLCKX vs. FXAIX - Performance Comparison
Loading graphics...
FLCKX vs. FXAIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FLCKX Fidelity Leveraged Company Stock Fund Class K | -6.98% | 20.45% | 27.06% | 26.21% | -22.91% | 26.19% | 26.85% | 35.76% | -16.34% | 20.95% |
FXAIX Fidelity 500 Index Fund | -4.34% | 17.84% | 25.01% | 26.29% | -18.14% | 28.71% | 18.42% | 31.48% | -4.43% | 21.82% |
Returns By Period
In the year-to-date period, FLCKX achieves a -6.98% return, which is significantly lower than FXAIX's -4.34% return. Over the past 10 years, FLCKX has underperformed FXAIX with an annualized return of 12.83%, while FXAIX has yielded a comparatively higher 14.08% annualized return.
FLCKX
- 1D
- -2.53%
- 1M
- -11.59%
- YTD
- -6.98%
- 6M
- -7.55%
- 1Y
- 24.28%
- 3Y*
- 18.73%
- 5Y*
- 9.79%
- 10Y*
- 12.83%
FXAIX
- 1D
- 2.92%
- 1M
- -5.02%
- YTD
- -4.34%
- 6M
- -2.14%
- 1Y
- 17.32%
- 3Y*
- 18.30%
- 5Y*
- 11.79%
- 10Y*
- 14.08%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FLCKX vs. FXAIX - Expense Ratio Comparison
FLCKX has a 0.65% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Return for Risk
FLCKX vs. FXAIX — Risk / Return Rank
FLCKX
FXAIX
FLCKX vs. FXAIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Leveraged Company Stock Fund Class K (FLCKX) and Fidelity 500 Index Fund (FXAIX). 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 | FXAIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.95 | 0.97 | -0.02 |
Sortino ratioReturn per unit of downside risk | 1.45 | 1.49 | -0.04 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.23 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.42 | 1.52 | -0.10 |
Martin ratioReturn relative to average drawdown | 5.15 | 7.30 | -2.14 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| FLCKX | FXAIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.95 | 0.97 | -0.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.44 | 0.70 | -0.26 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.55 | 0.78 | -0.23 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.33 | 0.76 | -0.43 |
Correlation
The correlation between FLCKX and FXAIX 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.
Dividends
FLCKX vs. FXAIX - Dividend Comparison
FLCKX's dividend yield for the trailing twelve months is around 5.04%, more than FXAIX's 1.16% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FLCKX Fidelity Leveraged Company Stock Fund Class K | 5.04% | 4.69% | 14.54% | 12.22% | 18.51% | 8.45% | 0.19% | 0.14% | 19.95% | 18.97% | 27.57% | 6.18% |
FXAIX Fidelity 500 Index Fund | 1.16% | 1.11% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 2.06% | 2.72% | 1.97% | 2.52% | 2.83% |
Drawdowns
FLCKX vs. FXAIX - Drawdown Comparison
The maximum FLCKX drawdown since its inception was -69.99%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for FLCKX and FXAIX.
Loading graphics...
Drawdown Indicators
| FLCKX | FXAIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -69.99% | -33.79% | -36.20% |
Max Drawdown (1Y)Largest decline over 1 year | -14.31% | -12.13% | -2.18% |
Max Drawdown (5Y)Largest decline over 5 years | -28.52% | -24.50% | -4.02% |
Max Drawdown (10Y)Largest decline over 10 years | -44.10% | -33.79% | -10.31% |
Current DrawdownCurrent decline from peak | -13.03% | -6.23% | -6.80% |
Average DrawdownAverage peak-to-trough decline | -12.52% | -3.83% | -8.69% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.96% | 2.53% | +1.43% |
Volatility
FLCKX vs. FXAIX - Volatility Comparison
Fidelity Leveraged Company Stock Fund Class K (FLCKX) has a higher volatility of 8.21% compared to Fidelity 500 Index Fund (FXAIX) at 5.34%. This indicates that FLCKX's price experiences larger fluctuations and is considered to be riskier than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| FLCKX | FXAIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.21% | 5.34% | +2.87% |
Volatility (6M)Calculated over the trailing 6-month period | 16.07% | 9.53% | +6.54% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.05% | 18.32% | +8.73% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.53% | 16.92% | +5.61% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.23% | 18.05% | +5.18% |