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.
Performance
FLCOX vs. RPT - Performance Comparison
Returns By Period
FLCOX
18.59%
-0.31%
8.90%
27.46%
10.24%
N/A
RPT
N/A
N/A
N/A
N/A
N/A
N/A
Key characteristics
| FLCOX | RPT |
|---|
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Correlation
The correlation between FLCOX and RPT is 0.52, 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.
Risk-Adjusted Performance
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 1.52%, while RPT has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FLCOX Fidelity Large Cap Value Index Fund | 1.52% | 1.99% | 2.01% | 1.55% | 2.28% | 2.13% | 2.33% | 1.73% | 0.52% | 0.00% | 0.00% | 0.00% |
RPT RPT Realty | 1.52% | 4.78% | 5.16% | 2.90% | 2.54% | 5.83% | 7.33% | 5.95% | 5.16% | 4.92% | 4.12% | 4.50% |
Drawdowns
FLCOX vs. RPT - Drawdown Comparison
Volatility
FLCOX vs. RPT - Volatility Comparison
Fidelity Large Cap Value Index Fund (FLCOX) has a higher volatility of 3.72% compared to RPT Realty (RPT) at 0.00%. This indicates that FLCOX's price experiences larger fluctuations and is considered to be riskier than RPT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.