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 managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FLCKX or FXAIX.
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.
Performance
FLCKX vs. FXAIX - Performance Comparison
Key characteristics
FLCKX:
0.43
FXAIX:
1.87
FLCKX:
0.67
FXAIX:
2.52
FLCKX:
1.10
FXAIX:
1.34
FLCKX:
0.36
FXAIX:
2.82
FLCKX:
1.88
FXAIX:
11.69
FLCKX:
5.08%
FXAIX:
2.04%
FLCKX:
22.39%
FXAIX:
12.77%
FLCKX:
-69.94%
FXAIX:
-33.79%
FLCKX:
-16.86%
FXAIX:
0.00%
Returns By Period
In the year-to-date period, FLCKX achieves a 6.63% return, which is significantly higher than FXAIX's 4.63% return. Over the past 10 years, FLCKX has underperformed FXAIX with an annualized return of -0.21%, while FXAIX has yielded a comparatively higher 13.14% annualized return.
FLCKX
6.63%
0.84%
0.34%
11.21%
4.56%
-0.21%
FXAIX
4.63%
2.57%
10.02%
25.15%
14.81%
13.14%
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FLCKX vs. FXAIX - Expense Ratio Comparison
FLCKX has a 0.65% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Risk-Adjusted Performance
FLCKX vs. FXAIX — Risk-Adjusted Performance Rank
FLCKX
FXAIX
FLCKX vs. FXAIX - Risk-Adjusted Performance 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.
Dividends
FLCKX vs. FXAIX - Dividend Comparison
FLCKX's dividend yield for the trailing twelve months is around 0.86%, less than FXAIX's 1.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FLCKX Fidelity Leveraged Company Stock Fund Class K | 0.86% | 0.91% | 0.71% | 0.90% | 0.32% | 0.19% | 0.14% | 0.00% | 0.32% | 1.26% | 8.44% | 0.88% |
FXAIX Fidelity 500 Index Fund | 1.19% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 1.95% | 2.07% | 1.81% | 2.01% | 2.56% | 2.63% |
Drawdowns
FLCKX vs. FXAIX - Drawdown Comparison
The maximum FLCKX drawdown since its inception was -69.94%, 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. For additional features, visit the drawdowns tool.
Volatility
FLCKX vs. FXAIX - Volatility Comparison
Fidelity Leveraged Company Stock Fund Class K (FLCKX) has a higher volatility of 8.90% compared to Fidelity 500 Index Fund (FXAIX) at 3.06%. 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.