FLKSX vs. EISMX
FLKSX (Fidelity Low-Priced Stock K6 Fund) and EISMX (Eaton Vance Atlanta Capital SMID-Cap Fund) are both mutual funds - FLKSX is a Mid Cap Value Equities fund managed by T. Rowe Price, while EISMX is a Mid Cap Growth Equities fund managed by Eaton Vance. Over the past 5 years, FLKSX returned 10.82%/yr vs 5.08%/yr for EISMX. Their correlation of 0.85 means they have usually moved in the same direction. FLKSX charges 0.50%/yr vs 0.88%/yr for EISMX.
Performance
FLKSX vs. EISMX - Performance Comparison
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Returns By Period
In the year-to-date period, FLKSX achieves a 15.77% return, which is significantly higher than EISMX's 5.24% return.
FLKSX
- 1D
- 0.61%
- 1M
- 3.02%
- 6M
- 10.87%
- YTD
- 15.77%
- 1Y
- 25.31%
- 3Y*
- 15.93%
- 5Y*
- 10.82%
- 10Y*
- —
- ALL TIME*
- 11.72%
EISMX
- 1D
- -1.07%
- 1M
- 3.30%
- 6M
- 3.91%
- YTD
- 5.24%
- 1Y
- 2.39%
- 3Y*
- 6.91%
- 5Y*
- 5.08%
- 10Y*
- 10.34%
- ALL TIME*
- 10.64%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
FLKSX vs. EISMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FLKSX Fidelity Low-Priced Stock K6 Fund | 15.77% | 14.61% | 10.81% | 14.87% | -5.16% | 24.70% | 9.32% | 25.16% | -10.42% | 12.93% |
EISMX Eaton Vance Atlanta Capital SMID-Cap Fund | 5.24% | -5.66% | 17.64% | 14.01% | -8.77% | 22.02% | 11.31% | 34.37% | -5.55% | 15.89% |
Correlation
The correlation between FLKSX and EISMX is 0.76, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.76 |
Correlation (3Y) Balances recent behavior with more history. | 0.81 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.85 |
Correlation (All Time) Calculated using the full available price history since May 26, 2017 | 0.85 |
The correlation between FLKSX and EISMX has been stable across timeframes, ranging from 0.76 to 0.85 - a consistent structural relationship.
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Return for Risk
FLKSX vs. EISMX — Risk / Return Rank
FLKSX
EISMX
FLKSX vs. EISMX - Risk-Adjusted Trends 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| FLKSX | EISMX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.89 | ||
| Sortino ratioReturn per unit of downside risk | +2.67 | ||
| Omega ratioGain probability vs. loss probability | 1.33 | 1.00 | +0.33 |
| Calmar ratioReturn relative to maximum drawdown | 2.56 | -0.10 | +2.66 |
| Martin ratioReturn relative to average drawdown | 8.97 | -0.20 | +9.17 |
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Drawdowns
FLKSX vs. EISMX - Drawdown Comparison
The maximum FLKSX drawdown since its inception was -36.70%, smaller than the maximum EISMX drawdown of -45.32%. Use the drawdown chart below to compare losses from any high point for FLKSX and EISMX.
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Drawdown Indicators
| FLKSX | EISMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.70% | -45.32% | +8.62% |
Max Drawdown (1Y)Largest decline over 1 year | -8.87% | -12.69% | +3.82% |
Max Drawdown (3Y)Largest decline over 3 years | -16.53% | -19.39% | +2.86% |
Max Drawdown (5Y)Largest decline over 5 years | -17.82% | -19.81% | +1.99% |
Max Drawdown (10Y)Largest decline over 10 years | — | -39.95% | — |
Current DrawdownCurrent decline from peak | 0.00% | -6.45% | +6.45% |
Average DrawdownAverage peak-to-trough decline | -4.51% | -5.86% | +1.35% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.54% | 6.40% | -3.86% |
Volatility
FLKSX vs. EISMX - Volatility Comparison
The current volatility for Fidelity Low-Priced Stock K6 Fund (FLKSX) is 2.79%, while Eaton Vance Atlanta Capital SMID-Cap Fund (EISMX) has a volatility of 5.63%. This indicates that FLKSX experiences smaller price fluctuations and is considered to be less risky than EISMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FLKSX | EISMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.79% | 5.63% | -2.84% |
Volatility (6M)Calculated over the trailing 6-month period | 8.98% | 12.13% | -3.15% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.56% | 16.19% | -3.63% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.76% | 17.21% | -2.45% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.35% | 18.87% | -2.52% |
FLKSX vs. EISMX - Expense Ratio Comparison
FLKSX has a 0.50% expense ratio, which is lower than EISMX's 0.88% expense ratio.
Dividends
FLKSX vs. EISMX - Dividend Comparison
FLKSX's dividend yield for the trailing twelve months is around 6.36%, more than EISMX's 6.11% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EISMX Eaton Vance Atlanta Capital SMID-Cap Fund | 6.11% | 6.43% | 7.26% | 2.78% | 10.37% | 10.49% | 9.80% | 6.52% | 7.20% | 3.30% | 3.58% | 6.70% |
FLKSX Fidelity Low-Priced Stock K6 Fund | 6.36% | 7.37% | 13.98% | 6.70% | 3.47% | 5.34% | 1.47% | 2.47% | 1.52% | 0.63% | 0.00% | 0.00% |
Frequently Asked Questions
FLKSX and EISMX have a correlation of 0.76, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
EISMX has higher volatility (5.63%) compared to FLKSX (2.79%). In terms of maximum drawdown, FLKSX dropped -36.70% vs EISMX's -45.32%.
FLKSX currently has the higher Sharpe Ratio (1.82 vs -0.08), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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