FLCSX vs. YAFFX
Compare and contrast key facts about Fidelity Large Cap Stock Fund (FLCSX) and AMG Yacktman Focused Fund (YAFFX).
FLCSX is managed by Fidelity. It was launched on Jun 22, 1995. YAFFX is managed by AMG. It was launched on May 1, 1997.
Performance
FLCSX vs. YAFFX - Performance Comparison
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FLCSX vs. YAFFX - 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% |
YAFFX AMG Yacktman Focused Fund | 8.59% | 3.89% | 9.30% | 16.53% | -8.20% | 16.48% | 17.22% | 19.21% | 2.99% | 20.07% |
Returns By Period
In the year-to-date period, FLCSX achieves a -4.93% return, which is significantly lower than YAFFX's 8.59% return. Over the past 10 years, FLCSX has outperformed YAFFX with an annualized return of 14.16%, while YAFFX has yielded a comparatively lower 10.91% 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%
YAFFX
- 1D
- -0.76%
- 1M
- -8.71%
- YTD
- 8.59%
- 6M
- -1.14%
- 1Y
- 11.37%
- 3Y*
- 11.67%
- 5Y*
- 7.33%
- 10Y*
- 10.91%
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FLCSX vs. YAFFX - Expense Ratio Comparison
FLCSX has a 0.54% expense ratio, which is lower than YAFFX's 1.25% expense ratio.
Return for Risk
FLCSX vs. YAFFX — Risk / Return Rank
FLCSX
YAFFX
FLCSX vs. YAFFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Large Cap Stock Fund (FLCSX) and AMG Yacktman Focused Fund (YAFFX). 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 | YAFFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.34 | 0.49 | +0.85 |
Sortino ratioReturn per unit of downside risk | 1.91 | 0.67 | +1.24 |
Omega ratioGain probability vs. loss probability | 1.31 | 1.16 | +0.15 |
Calmar ratioReturn relative to maximum drawdown | 1.79 | 0.57 | +1.22 |
Martin ratioReturn relative to average drawdown | 8.29 | 2.02 | +6.27 |
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 | YAFFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.34 | 0.49 | +0.85 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.85 | 0.41 | +0.44 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.76 | 0.67 | +0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.58 | -0.10 |
Correlation
The correlation between FLCSX and YAFFX is 0.78, 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. YAFFX - Dividend Comparison
FLCSX's dividend yield for the trailing twelve months is around 6.83%, while YAFFX has not paid dividends to shareholders.
| 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% |
YAFFX AMG Yacktman Focused Fund | 0.00% | 0.00% | 18.44% | 4.42% | 7.60% | 4.70% | 11.87% | 15.84% | 22.15% | 11.82% | 11.81% | 24.36% |
Drawdowns
FLCSX vs. YAFFX - Drawdown Comparison
The maximum FLCSX drawdown since its inception was -63.67%, which is greater than YAFFX's maximum drawdown of -43.80%. Use the drawdown chart below to compare losses from any high point for FLCSX and YAFFX.
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Drawdown Indicators
| FLCSX | YAFFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.67% | -43.80% | -19.87% |
Max Drawdown (1Y)Largest decline over 1 year | -12.34% | -17.08% | +4.74% |
Max Drawdown (5Y)Largest decline over 5 years | -21.69% | -21.31% | -0.38% |
Max Drawdown (10Y)Largest decline over 10 years | -37.11% | -30.62% | -6.49% |
Current DrawdownCurrent decline from peak | -9.55% | -8.71% | -0.84% |
Average DrawdownAverage peak-to-trough decline | -13.89% | -6.24% | -7.65% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.66% | 4.83% | -2.17% |
Volatility
FLCSX vs. YAFFX - Volatility Comparison
The current volatility for Fidelity Large Cap Stock Fund (FLCSX) is 4.46%, while AMG Yacktman Focused Fund (YAFFX) has a volatility of 7.76%. This indicates that FLCSX experiences smaller price fluctuations and is considered to be less risky than YAFFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FLCSX | YAFFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.46% | 7.76% | -3.30% |
Volatility (6M)Calculated over the trailing 6-month period | 9.41% | 21.51% | -12.10% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.31% | 22.92% | -4.61% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.82% | 17.85% | -1.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.65% | 16.39% | +2.26% |