FLCSX vs. VWNEX

In the year-to-date period, FLCSX achieves a 4.59% return, which is significantly higher than VWNEX's 1.49% return. Over the past 10 years, FLCSX has outperformed VWNEX with an annualized return of 12.06%, while VWNEX has yielded a comparatively lower 1.30% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

FLCSX has a 0.54% expense ratio, which is higher than VWNEX's 0.20% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Large Cap Stock Fund (FLCSX) and Vanguard Windsor Fund Admiral Shares (VWNEX). 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.

The current FLCSX Sharpe Ratio is 0.76, which is higher than the VWNEX Sharpe Ratio of -0.25. The chart below compares the historical Sharpe Ratios of FLCSX and VWNEX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FLCSX's dividend yield for the trailing twelve months is around 4.07%, more than VWNEX's 2.27% yield.

The maximum FLCSX drawdown since its inception was -63.67%, roughly equal to the maximum VWNEX drawdown of -65.77%. Use the drawdown chart below to compare losses from any high point for FLCSX and VWNEX. For additional features, visit the drawdowns tool.

Fidelity Large Cap Stock Fund (FLCSX) has a higher volatility of 5.64% compared to Vanguard Windsor Fund Admiral Shares (VWNEX) at 4.88%. This indicates that FLCSX's price experiences larger fluctuations and is considered to be riskier than VWNEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.