FLKSX vs. FLPSX
Compare and contrast key facts about Fidelity Low-Priced Stock K6 Fund (FLKSX) and Fidelity Low-Priced Stock Fund (FLPSX).
FLKSX is managed by T. Rowe Price. It was launched on May 26, 2017. FLPSX is managed by T. Rowe Price. It was launched on Dec 27, 1989.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FLKSX or FLPSX.
Key characteristics
| FLKSX | FLPSX | |
|---|---|---|
| YTD Return | 12.07% | 11.72% |
| 1Y Return | 21.40% | 21.01% |
| 3Y Return (Ann) | 6.90% | 6.38% |
| 5Y Return (Ann) | 11.82% | 11.53% |
| Sharpe Ratio | 1.95 | 1.89 |
| Sortino Ratio | 2.75 | 2.66 |
| Omega Ratio | 1.35 | 1.34 |
| Calmar Ratio | 3.40 | 3.22 |
| Martin Ratio | 11.60 | 11.16 |
| Ulcer Index | 2.12% | 2.17% |
| Daily Std Dev | 12.61% | 12.82% |
| Max Drawdown | -36.70% | -52.95% |
| Current Drawdown | -1.88% | -1.88% |
Correlation
The correlation between FLKSX and FLPSX is 1.00, 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. FLPSX - Performance Comparison
The year-to-date returns for both stocks are quite close, with FLKSX having a 12.07% return and FLPSX slightly lower at 11.72%. 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. FLPSX - Expense Ratio Comparison
FLKSX has a 0.50% expense ratio, which is lower than FLPSX's 0.82% expense ratio.
Risk-Adjusted Performance
FLKSX vs. FLPSX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Low-Priced Stock K6 Fund (FLKSX) and Fidelity Low-Priced Stock Fund (FLPSX). 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. FLPSX - Dividend Comparison
FLKSX's dividend yield for the trailing twelve months is around 2.08%, less than FLPSX's 2.13% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FLKSX Fidelity Low-Priced Stock K6 Fund | 2.08% | 1.90% | 1.56% | 1.27% | 1.47% | 1.84% | 1.76% | 0.53% | 0.00% | 0.00% | 0.00% | 0.00% |
FLPSX Fidelity Low-Priced Stock Fund | 2.13% | 2.02% | 1.20% | 1.54% | 1.77% | 1.77% | 1.94% | 1.45% | 1.20% | 5.15% | 6.91% | 7.46% |
Drawdowns
FLKSX vs. FLPSX - Drawdown Comparison
The maximum FLKSX drawdown since its inception was -36.70%, smaller than the maximum FLPSX drawdown of -52.95%. Use the drawdown chart below to compare losses from any high point for FLKSX and FLPSX. For additional features, visit the drawdowns tool.
Volatility
FLKSX vs. FLPSX - Volatility Comparison
Fidelity Low-Priced Stock K6 Fund (FLKSX) and Fidelity Low-Priced Stock Fund (FLPSX) have volatilities of 4.27% and 4.25%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.