FLKSX vs. EISMX
Compare and contrast key facts about Fidelity Low-Priced Stock K6 Fund (FLKSX) and Eaton Vance Atlanta Capital SMID-Cap Fund (EISMX).
FLKSX is managed by T. Rowe Price. It was launched on May 26, 2017. EISMX is managed by Eaton Vance. It was launched on Apr 30, 2002.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FLKSX or EISMX.
Key characteristics
| FLKSX | EISMX | |
|---|---|---|
| YTD Return | 12.07% | 20.68% |
| 1Y Return | 21.40% | 26.81% |
| 3Y Return (Ann) | 6.90% | -0.19% |
| 5Y Return (Ann) | 11.82% | 3.27% |
| Sharpe Ratio | 1.95 | 2.32 |
| Sortino Ratio | 2.75 | 3.25 |
| Omega Ratio | 1.35 | 1.40 |
| Calmar Ratio | 3.40 | 1.37 |
| Martin Ratio | 11.60 | 13.22 |
| Ulcer Index | 2.12% | 2.25% |
| Daily Std Dev | 12.61% | 12.77% |
| Max Drawdown | -36.70% | -53.04% |
| Current Drawdown | -1.88% | -0.89% |
Correlation
The correlation between FLKSX and EISMX is 0.87, 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. EISMX - Performance Comparison
In the year-to-date period, FLKSX achieves a 12.07% return, which is significantly lower than EISMX's 20.68% 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. EISMX - Expense Ratio Comparison
FLKSX has a 0.50% expense ratio, which is lower than EISMX's 0.88% expense ratio.
Risk-Adjusted Performance
FLKSX vs. EISMX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Low-Priced Stock K6 Fund (FLKSX) and Eaton Vance Atlanta Capital SMID-Cap Fund (EISMX). 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. EISMX - Dividend Comparison
FLKSX's dividend yield for the trailing twelve months is around 2.08%, more than EISMX's 0.09% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|
FLKSX Fidelity Low-Priced Stock K6 Fund | 2.08% | 1.90% | 1.56% | 1.27% | 1.47% | 1.84% | 1.76% | 0.53% |
EISMX Eaton Vance Atlanta Capital SMID-Cap Fund | 0.09% | 0.11% | 0.00% | 0.00% | 0.00% | 0.04% | 0.00% | 0.00% |
Drawdowns
FLKSX vs. EISMX - Drawdown Comparison
The maximum FLKSX drawdown since its inception was -36.70%, smaller than the maximum EISMX drawdown of -53.04%. Use the drawdown chart below to compare losses from any high point for FLKSX and EISMX. For additional features, visit the drawdowns tool.
Volatility
FLKSX vs. EISMX - Volatility Comparison
Fidelity Low-Priced Stock K6 Fund (FLKSX) has a higher volatility of 4.27% compared to Eaton Vance Atlanta Capital SMID-Cap Fund (EISMX) at 3.84%. This indicates that FLKSX's price experiences larger fluctuations and is considered to be riskier than EISMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.