FLKSX vs. FTSIX
Compare and contrast key facts about Fidelity Low-Priced Stock K6 Fund (FLKSX) and Fuller & Thaler Behavioral Small-Mid Core Equity Fund (FTSIX).
FLKSX is managed by T. Rowe Price. It was launched on May 26, 2017. FTSIX is managed by Fuller & Thaler Asset Mgmt. It was launched on Dec 26, 2018.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FLKSX or FTSIX.
Key characteristics
| FLKSX | FTSIX | |
|---|---|---|
| YTD Return | 14.23% | 21.03% |
| 1Y Return | 27.02% | 36.99% |
| 3Y Return (Ann) | 7.60% | 3.42% |
| 5Y Return (Ann) | 12.50% | 11.23% |
| Sharpe Ratio | 2.25 | 2.61 |
| Sortino Ratio | 3.14 | 3.66 |
| Omega Ratio | 1.40 | 1.46 |
| Calmar Ratio | 3.89 | 1.93 |
| Martin Ratio | 13.32 | 16.98 |
| Ulcer Index | 2.12% | 2.30% |
| Daily Std Dev | 12.55% | 14.93% |
| Max Drawdown | -36.70% | -42.12% |
| Current Drawdown | 0.00% | 0.00% |
Correlation
The correlation between FLKSX and FTSIX is 0.90, 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. FTSIX - Performance Comparison
In the year-to-date period, FLKSX achieves a 14.23% return, which is significantly lower than FTSIX's 21.03% 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. FTSIX - Expense Ratio Comparison
FLKSX has a 0.50% expense ratio, which is lower than FTSIX's 2.69% expense ratio.
Risk-Adjusted Performance
FLKSX vs. FTSIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Low-Priced Stock K6 Fund (FLKSX) and Fuller & Thaler Behavioral Small-Mid Core Equity Fund (FTSIX). 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. FTSIX - Dividend Comparison
FLKSX's dividend yield for the trailing twelve months is around 2.04%, more than FTSIX's 0.71% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|
FLKSX Fidelity Low-Priced Stock K6 Fund | 2.04% | 1.90% | 1.56% | 1.27% | 1.47% | 1.84% | 1.76% | 0.53% |
FTSIX Fuller & Thaler Behavioral Small-Mid Core Equity Fund | 0.71% | 0.86% | 0.95% | 0.36% | 0.35% | 0.61% | 0.00% | 0.00% |
Drawdowns
FLKSX vs. FTSIX - Drawdown Comparison
The maximum FLKSX drawdown since its inception was -36.70%, smaller than the maximum FTSIX drawdown of -42.12%. Use the drawdown chart below to compare losses from any high point for FLKSX and FTSIX. For additional features, visit the drawdowns tool.
Volatility
FLKSX vs. FTSIX - Volatility Comparison
The current volatility for Fidelity Low-Priced Stock K6 Fund (FLKSX) is 4.10%, while Fuller & Thaler Behavioral Small-Mid Core Equity Fund (FTSIX) has a volatility of 5.17%. This indicates that FLKSX experiences smaller price fluctuations and is considered to be less risky than FTSIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.