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.
Correlation
The correlation between FLKSX and FTSIX is 0.82, 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
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Key characteristics
FLKSX:
0.12
FTSIX:
-0.02
FLKSX:
0.33
FTSIX:
0.15
FLKSX:
1.04
FTSIX:
1.02
FLKSX:
0.14
FTSIX:
0.00
FLKSX:
0.52
FTSIX:
0.01
FLKSX:
4.82%
FTSIX:
7.85%
FLKSX:
17.26%
FTSIX:
19.79%
FLKSX:
-36.70%
FTSIX:
-42.12%
FLKSX:
-2.81%
FTSIX:
-12.10%
Returns By Period
In the year-to-date period, FLKSX achieves a 3.08% return, which is significantly higher than FTSIX's -4.30% return.
FLKSX
3.08%
10.24%
-0.88%
2.01%
15.92%
N/A
FTSIX
-4.30%
7.61%
-10.26%
-0.43%
14.65%
N/A
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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 Rank
FLKSX
FTSIX
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.
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Dividends
FLKSX vs. FTSIX - Dividend Comparison
FLKSX's dividend yield for the trailing twelve months is around 10.77%, more than FTSIX's 0.87% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
---|---|---|---|---|---|---|---|---|---|
FLKSX Fidelity Low-Priced Stock K6 Fund | 10.77% | 11.10% | 6.70% | 3.47% | 5.34% | 1.47% | 2.47% | 2.39% | 0.63% |
FTSIX Fuller & Thaler Behavioral Small-Mid Core Equity Fund | 0.87% | 0.84% | 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.
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Volatility
FLKSX vs. FTSIX - Volatility Comparison
The current volatility for Fidelity Low-Priced Stock K6 Fund (FLKSX) is 4.27%, while Fuller & Thaler Behavioral Small-Mid Core Equity Fund (FTSIX) has a volatility of 6.38%. 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.
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