FLKSX vs. ANCIX
Compare and contrast key facts about Fidelity Low-Priced Stock K6 Fund (FLKSX) and Ancora MicroCap Fund (ANCIX).
FLKSX is managed by T. Rowe Price. It was launched on May 26, 2017. ANCIX is managed by Ancora. It was launched on Sep 2, 2008.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FLKSX or ANCIX.
Key characteristics
| FLKSX | ANCIX | |
|---|---|---|
| YTD Return | 13.58% | 3.93% |
| 1Y Return | 27.03% | 11.74% |
| 3Y Return (Ann) | 7.61% | 2.97% |
| 5Y Return (Ann) | 12.24% | 11.19% |
| Sharpe Ratio | 2.09 | 0.65 |
| Sortino Ratio | 2.94 | 1.05 |
| Omega Ratio | 1.38 | 1.12 |
| Calmar Ratio | 3.63 | 0.91 |
| Martin Ratio | 12.42 | 2.00 |
| Ulcer Index | 2.12% | 5.54% |
| Daily Std Dev | 12.56% | 16.99% |
| Max Drawdown | -36.70% | -64.68% |
| Current Drawdown | 0.00% | -5.19% |
Correlation
The correlation between FLKSX and ANCIX 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.
Performance
FLKSX vs. ANCIX - Performance Comparison
In the year-to-date period, FLKSX achieves a 13.58% return, which is significantly higher than ANCIX's 3.93% 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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FLKSX vs. ANCIX - Expense Ratio Comparison
FLKSX has a 0.50% expense ratio, which is lower than ANCIX's 1.74% expense ratio.
Risk-Adjusted Performance
FLKSX vs. ANCIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Low-Priced Stock K6 Fund (FLKSX) and Ancora MicroCap Fund (ANCIX). 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
FLKSX vs. ANCIX - Dividend Comparison
FLKSX's dividend yield for the trailing twelve months is around 2.05%, more than ANCIX's 1.26% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FLKSX Fidelity Low-Priced Stock K6 Fund | 2.05% | 1.90% | 1.56% | 1.27% | 1.47% | 1.84% | 1.76% | 0.53% | 0.00% | 0.00% | 0.00% | 0.00% |
ANCIX Ancora MicroCap Fund | 1.26% | 1.31% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.02% | 0.21% | 0.00% | 0.00% | 7.61% |
Drawdowns
FLKSX vs. ANCIX - Drawdown Comparison
The maximum FLKSX drawdown since its inception was -36.70%, smaller than the maximum ANCIX drawdown of -64.68%. Use the drawdown chart below to compare losses from any high point for FLKSX and ANCIX. For additional features, visit the drawdowns tool.
Volatility
FLKSX vs. ANCIX - Volatility Comparison
The current volatility for Fidelity Low-Priced Stock K6 Fund (FLKSX) is 4.18%, while Ancora MicroCap Fund (ANCIX) has a volatility of 5.38%. This indicates that FLKSX experiences smaller price fluctuations and is considered to be less risky than ANCIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.