FLCOX vs. RPT
Compare and contrast key facts about Fidelity Large Cap Value Index Fund (FLCOX) and RPT Realty (RPT).
FLCOX is a passively managed fund by Fidelity that tracks the performance of the Russell 1000 Value Index. It was launched on Jun 7, 2016.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FLCOX or RPT.
Correlation
The correlation between FLCOX and RPT is 0.45, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
FLCOX vs. RPT - Performance Comparison
Key characteristics
FLCOX:
-0.16
RPT:
-0.67
FLCOX:
-0.11
RPT:
-0.85
FLCOX:
0.98
RPT:
0.91
FLCOX:
-0.15
RPT:
-0.36
FLCOX:
-0.65
RPT:
-1.80
FLCOX:
3.28%
RPT:
14.82%
FLCOX:
13.81%
RPT:
39.57%
FLCOX:
-38.28%
RPT:
-74.78%
FLCOX:
-14.07%
RPT:
-74.78%
Returns By Period
In the year-to-date period, FLCOX achieves a -7.50% return, which is significantly higher than RPT's -11.46% return.
FLCOX
-7.50%
-10.03%
-9.49%
-1.18%
14.75%
N/A
RPT
-11.46%
-19.63%
-18.26%
-25.04%
-1.80%
-8.14%
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Risk-Adjusted Performance
FLCOX vs. RPT — Risk-Adjusted Performance Rank
FLCOX
RPT
FLCOX vs. RPT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Large Cap Value Index Fund (FLCOX) and RPT Realty (RPT). 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
FLCOX vs. RPT - Dividend Comparison
FLCOX's dividend yield for the trailing twelve months is around 1.75%, less than RPT's 9.30% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
FLCOX Fidelity Large Cap Value Index Fund | 1.75% | 1.62% | 1.99% | 2.01% | 1.55% | 2.28% | 2.13% | 2.33% | 1.73% | 0.52% | 0.00% |
RPT RPT Realty | 9.30% | 9.43% | 14.34% | 16.00% | 6.16% | 7.93% | 8.98% | 10.12% | 8.18% | 7.46% | 5.28% |
Drawdowns
FLCOX vs. RPT - Drawdown Comparison
The maximum FLCOX drawdown since its inception was -38.28%, smaller than the maximum RPT drawdown of -74.78%. Use the drawdown chart below to compare losses from any high point for FLCOX and RPT. For additional features, visit the drawdowns tool.
Volatility
FLCOX vs. RPT - Volatility Comparison
The current volatility for Fidelity Large Cap Value Index Fund (FLCOX) is 8.41%, while RPT Realty (RPT) has a volatility of 9.54%. This indicates that FLCOX experiences smaller price fluctuations and is considered to be less risky than RPT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.