FLCSX vs. FEQIX
Compare and contrast key facts about Fidelity Large Cap Stock Fund (FLCSX) and Fidelity Equity-Income Fund (FEQIX).
FLCSX is managed by Fidelity. It was launched on Jun 22, 1995. FEQIX is managed by Fidelity. It was launched on May 16, 1966.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FLCSX or FEQIX.
Key characteristics
| FLCSX | FEQIX | |
|---|---|---|
| YTD Return | 20.12% | 16.22% |
| 1Y Return | 28.21% | 22.90% |
| 3Y Return (Ann) | 13.16% | 9.05% |
| 5Y Return (Ann) | 15.68% | 11.71% |
| 10Y Return (Ann) | 11.77% | 8.94% |
| Sharpe Ratio | 2.28 | 2.21 |
| Daily Std Dev | 12.16% | 10.23% |
| Max Drawdown | -63.67% | -62.07% |
| Current Drawdown | -0.64% | -0.60% |
Correlation
The correlation between FLCSX and FEQIX 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
FLCSX vs. FEQIX - Performance Comparison
In the year-to-date period, FLCSX achieves a 20.12% return, which is significantly higher than FEQIX's 16.22% return. Over the past 10 years, FLCSX has outperformed FEQIX with an annualized return of 11.77%, while FEQIX has yielded a comparatively lower 8.94% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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FLCSX vs. FEQIX - Expense Ratio Comparison
FLCSX has a 0.54% expense ratio, which is lower than FEQIX's 0.57% expense ratio.
Risk-Adjusted Performance
FLCSX vs. FEQIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Large Cap Stock Fund (FLCSX) and Fidelity Equity-Income Fund (FEQIX). 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
FLCSX vs. FEQIX - Dividend Comparison
FLCSX's dividend yield for the trailing twelve months is around 4.47%, more than FEQIX's 4.03% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FLCSX Fidelity Large Cap Stock Fund | 4.47% | 2.83% | 3.07% | 4.71% | 3.93% | 5.43% | 13.75% | 3.48% | 3.61% | 6.15% | 6.04% | 4.31% |
FEQIX Fidelity Equity-Income Fund | 4.03% | 4.26% | 4.56% | 9.90% | 3.38% | 7.16% | 9.76% | 6.80% | 4.28% | 7.35% | 8.14% | 2.18% |
Drawdowns
FLCSX vs. FEQIX - Drawdown Comparison
The maximum FLCSX drawdown since its inception was -63.67%, roughly equal to the maximum FEQIX drawdown of -62.07%. Use the drawdown chart below to compare losses from any high point for FLCSX and FEQIX. For additional features, visit the drawdowns tool.
Volatility
FLCSX vs. FEQIX - Volatility Comparison
Fidelity Large Cap Stock Fund (FLCSX) has a higher volatility of 4.14% compared to Fidelity Equity-Income Fund (FEQIX) at 2.94%. This indicates that FLCSX's price experiences larger fluctuations and is considered to be riskier than FEQIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.