FLCSX vs. CDDYX
Compare and contrast key facts about Fidelity Large Cap Stock Fund (FLCSX) and Columbia Dividend Income Fund Institutional 3 Class (CDDYX).
FLCSX is managed by Fidelity. It was launched on Jun 22, 1995. CDDYX is managed by Columbia. It was launched on Nov 8, 2012.
Performance
FLCSX vs. CDDYX - Performance Comparison
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FLCSX vs. CDDYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FLCSX Fidelity Large Cap Stock Fund | -4.93% | 27.49% | 26.31% | 23.51% | -8.02% | 25.80% | 9.05% | 31.59% | -13.62% | 17.86% |
CDDYX Columbia Dividend Income Fund Institutional 3 Class | 1.65% | 15.95% | 15.17% | 10.65% | -4.84% | 26.43% | 7.92% | 28.74% | -4.27% | 20.34% |
Returns By Period
In the year-to-date period, FLCSX achieves a -4.93% return, which is significantly lower than CDDYX's 1.65% return. Over the past 10 years, FLCSX has outperformed CDDYX with an annualized return of 14.16%, while CDDYX has yielded a comparatively lower 12.13% annualized return.
FLCSX
- 1D
- -0.61%
- 1M
- -8.08%
- YTD
- -4.93%
- 6M
- -0.24%
- 1Y
- 24.05%
- 3Y*
- 21.07%
- 5Y*
- 14.30%
- 10Y*
- 14.16%
CDDYX
- 1D
- 0.03%
- 1M
- -5.46%
- YTD
- 1.65%
- 6M
- 4.20%
- 1Y
- 14.89%
- 3Y*
- 14.58%
- 5Y*
- 10.65%
- 10Y*
- 12.13%
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FLCSX vs. CDDYX - Expense Ratio Comparison
FLCSX has a 0.54% expense ratio, which is lower than CDDYX's 0.55% expense ratio.
Return for Risk
FLCSX vs. CDDYX — Risk / Return Rank
FLCSX
CDDYX
FLCSX vs. CDDYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Large Cap Stock Fund (FLCSX) and Columbia Dividend Income Fund Institutional 3 Class (CDDYX). 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.
| FLCSX | CDDYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.34 | 1.20 | +0.14 |
Sortino ratioReturn per unit of downside risk | 1.91 | 1.70 | +0.21 |
Omega ratioGain probability vs. loss probability | 1.31 | 1.26 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.79 | 1.47 | +0.32 |
Martin ratioReturn relative to average drawdown | 8.29 | 6.88 | +1.41 |
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
| FLCSX | CDDYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.34 | 1.20 | +0.14 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.85 | 0.81 | +0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.76 | 0.78 | -0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.85 | -0.37 |
Correlation
The correlation between FLCSX and CDDYX is 0.88, 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
FLCSX vs. CDDYX - Dividend Comparison
FLCSX's dividend yield for the trailing twelve months is around 6.83%, more than CDDYX's 5.29% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FLCSX Fidelity Large Cap Stock Fund | 6.83% | 6.50% | 4.26% | 2.83% | 3.07% | 4.71% | 3.93% | 5.43% | 7.63% | 3.25% | 3.61% | 4.55% |
CDDYX Columbia Dividend Income Fund Institutional 3 Class | 5.29% | 5.33% | 5.99% | 4.96% | 3.90% | 2.93% | 1.85% | 3.28% | 7.65% | 4.03% | 3.84% | 8.35% |
Drawdowns
FLCSX vs. CDDYX - Drawdown Comparison
The maximum FLCSX drawdown since its inception was -63.67%, which is greater than CDDYX's maximum drawdown of -32.74%. Use the drawdown chart below to compare losses from any high point for FLCSX and CDDYX.
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Drawdown Indicators
| FLCSX | CDDYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.67% | -32.74% | -30.93% |
Max Drawdown (1Y)Largest decline over 1 year | -12.34% | -10.17% | -2.17% |
Max Drawdown (5Y)Largest decline over 5 years | -21.69% | -16.91% | -4.78% |
Max Drawdown (10Y)Largest decline over 10 years | -37.11% | -32.74% | -4.37% |
Current DrawdownCurrent decline from peak | -9.55% | -5.46% | -4.09% |
Average DrawdownAverage peak-to-trough decline | -13.89% | -2.79% | -11.10% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.66% | 2.18% | +0.48% |
Volatility
FLCSX vs. CDDYX - Volatility Comparison
Fidelity Large Cap Stock Fund (FLCSX) has a higher volatility of 4.46% compared to Columbia Dividend Income Fund Institutional 3 Class (CDDYX) at 2.92%. This indicates that FLCSX's price experiences larger fluctuations and is considered to be riskier than CDDYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FLCSX | CDDYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.46% | 2.92% | +1.54% |
Volatility (6M)Calculated over the trailing 6-month period | 9.41% | 6.83% | +2.58% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.31% | 13.61% | +4.70% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.82% | 13.29% | +3.53% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.65% | 15.68% | +2.97% |