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.
Performance
FLKSX vs. FTSIX - Performance Comparison
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FLKSX vs. FTSIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
FLKSX Fidelity Low-Priced Stock K6 Fund | 0.96% | 14.61% | 10.81% | 14.87% | -5.16% | 24.70% | 9.32% | 25.16% |
FTSIX Fuller & Thaler Behavioral Small-Mid Core Equity Fund | 3.61% | 6.04% | 11.86% | 18.52% | -17.63% | 25.29% | 19.19% | 26.72% |
Returns By Period
In the year-to-date period, FLKSX achieves a 0.96% return, which is significantly lower than FTSIX's 3.61% return.
FLKSX
- 1D
- 2.07%
- 1M
- -5.91%
- YTD
- 0.96%
- 6M
- 2.42%
- 1Y
- 17.07%
- 3Y*
- 13.32%
- 5Y*
- 8.64%
- 10Y*
- —
FTSIX
- 1D
- -0.79%
- 1M
- -6.26%
- YTD
- 3.61%
- 6M
- 6.00%
- 1Y
- 15.31%
- 3Y*
- 10.74%
- 5Y*
- 5.15%
- 10Y*
- —
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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.
Return for Risk
FLKSX vs. FTSIX — Risk / Return Rank
FLKSX
FTSIX
FLKSX vs. FTSIX - Risk-Adjusted Trends 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.
| FLKSX | FTSIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.04 | 0.80 | +0.24 |
Sortino ratioReturn per unit of downside risk | 1.55 | 1.27 | +0.28 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.17 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.25 | 1.06 | +0.19 |
Martin ratioReturn relative to average drawdown | 5.12 | 4.30 | +0.82 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FLKSX | FTSIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.04 | 0.80 | +0.24 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.59 | 0.27 | +0.32 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.64 | 0.51 | +0.12 |
Correlation
The correlation between FLKSX and FTSIX is 0.91, 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.
Dividends
FLKSX vs. FTSIX - Dividend Comparison
FLKSX's dividend yield for the trailing twelve months is around 7.30%, more than FTSIX's 0.62% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FLKSX Fidelity Low-Priced Stock K6 Fund | 7.30% | 7.37% | 13.98% | 6.70% | 3.47% | 5.34% | 1.47% | 2.47% | 1.52% | 0.63% |
FTSIX Fuller & Thaler Behavioral Small-Mid Core Equity Fund | 0.62% | 0.64% | 0.84% | 0.85% | 0.95% | 5.50% | 0.35% | 2.16% | 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.
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Drawdown Indicators
| FLKSX | FTSIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.70% | -42.12% | +5.42% |
Max Drawdown (1Y)Largest decline over 1 year | -12.41% | -13.29% | +0.88% |
Max Drawdown (5Y)Largest decline over 5 years | -17.82% | -27.57% | +9.75% |
Current DrawdownCurrent decline from peak | -6.91% | -6.80% | -0.11% |
Average DrawdownAverage peak-to-trough decline | -4.64% | -7.80% | +3.16% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.04% | 3.27% | -0.23% |
Volatility
FLKSX vs. FTSIX - Volatility Comparison
The current volatility for Fidelity Low-Priced Stock K6 Fund (FLKSX) is 4.80%, while Fuller & Thaler Behavioral Small-Mid Core Equity Fund (FTSIX) has a volatility of 5.08%. 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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Volatility by Period
| FLKSX | FTSIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.80% | 5.08% | -0.28% |
Volatility (6M)Calculated over the trailing 6-month period | 9.36% | 11.04% | -1.68% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.90% | 20.05% | -3.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.82% | 19.10% | -4.28% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.51% | 23.47% | -6.96% |