FLCKX vs. VFFSX
Compare and contrast key facts about Fidelity Leveraged Company Stock Fund Class K (FLCKX) and Vanguard 500 Index Fund Institutional Select Shares (VFFSX).
FLCKX is managed by Fidelity. It was launched on May 9, 2008. VFFSX is managed by Vanguard.
Performance
FLCKX vs. VFFSX - Performance Comparison
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FLCKX vs. VFFSX - 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% | 19.91% |
VFFSX Vanguard 500 Index Fund Institutional Select Shares | -4.34% | 17.87% | 25.00% | 26.28% | -18.14% | 29.24% | 18.35% | 31.88% | -4.42% | 20.80% |
Returns By Period
In the year-to-date period, FLCKX achieves a -3.00% return, which is significantly higher than VFFSX's -4.34% 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%
VFFSX
- 1D
- 2.92%
- 1M
- -5.03%
- YTD
- -4.34%
- 6M
- -2.14%
- 1Y
- 17.34%
- 3Y*
- 18.30%
- 5Y*
- 11.78%
- 10Y*
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FLCKX vs. VFFSX - Expense Ratio Comparison
FLCKX has a 0.65% expense ratio, which is higher than VFFSX's 0.01% expense ratio.
Return for Risk
FLCKX vs. VFFSX — Risk / Return Rank
FLCKX
VFFSX
FLCKX vs. VFFSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Leveraged Company Stock Fund Class K (FLCKX) and Vanguard 500 Index Fund Institutional Select Shares (VFFSX). 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 | VFFSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.15 | 0.98 | +0.17 |
Sortino ratioReturn per unit of downside risk | 1.70 | 1.49 | +0.21 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.23 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.91 | 1.52 | +0.39 |
Martin ratioReturn relative to average drawdown | 6.85 | 7.31 | -0.46 |
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 | VFFSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.15 | 0.98 | +0.17 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.46 | 0.70 | -0.24 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.57 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.34 | 0.77 | -0.43 |
Correlation
The correlation between FLCKX and VFFSX 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. VFFSX - Dividend Comparison
FLCKX's dividend yield for the trailing twelve months is around 4.83%, more than VFFSX's 1.21% 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% |
VFFSX Vanguard 500 Index Fund Institutional Select Shares | 1.21% | 1.14% | 1.24% | 1.46% | 1.70% | 1.61% | 1.56% | 2.15% | 2.09% | 1.81% | 0.00% | 0.00% |
Drawdowns
FLCKX vs. VFFSX - Drawdown Comparison
The maximum FLCKX drawdown since its inception was -69.99%, which is greater than VFFSX's maximum drawdown of -33.82%. Use the drawdown chart below to compare losses from any high point for FLCKX and VFFSX.
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Drawdown Indicators
| FLCKX | VFFSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -69.99% | -33.82% | -36.17% |
Max Drawdown (1Y)Largest decline over 1 year | -14.31% | -12.12% | -2.19% |
Max Drawdown (5Y)Largest decline over 5 years | -28.52% | -24.51% | -4.01% |
Max Drawdown (10Y)Largest decline over 10 years | -44.10% | — | — |
Current DrawdownCurrent decline from peak | -9.31% | -6.24% | -3.07% |
Average DrawdownAverage peak-to-trough decline | -12.52% | -4.57% | -7.95% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.98% | 2.52% | +1.46% |
Volatility
FLCKX vs. VFFSX - Volatility Comparison
Fidelity Leveraged Company Stock Fund Class K (FLCKX) has a higher volatility of 9.48% compared to Vanguard 500 Index Fund Institutional Select Shares (VFFSX) at 5.35%. This indicates that FLCKX's price experiences larger fluctuations and is considered to be riskier than VFFSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FLCKX | VFFSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.48% | 5.35% | +4.13% |
Volatility (6M)Calculated over the trailing 6-month period | 16.60% | 9.53% | +7.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.31% | 18.32% | +8.99% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.61% | 16.91% | +5.70% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.27% | 18.52% | +4.75% |