FLKSX vs. FXAIX
Compare and contrast key facts about Fidelity Low-Priced Stock K6 Fund (FLKSX) and Fidelity 500 Index Fund (FXAIX).
FLKSX is managed by T. Rowe Price. It was launched on May 26, 2017. FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FLKSX or FXAIX.
Key characteristics
| FLKSX | FXAIX | |
|---|---|---|
| YTD Return | 13.58% | 26.66% |
| 1Y Return | 27.03% | 38.25% |
| 3Y Return (Ann) | 7.61% | 10.01% |
| 5Y Return (Ann) | 12.24% | 15.93% |
| Sharpe Ratio | 2.09 | 3.10 |
| Sortino Ratio | 2.94 | 4.13 |
| Omega Ratio | 1.38 | 1.58 |
| Calmar Ratio | 3.63 | 4.54 |
| Martin Ratio | 12.42 | 20.58 |
| Ulcer Index | 2.12% | 1.87% |
| Daily Std Dev | 12.56% | 12.38% |
| Max Drawdown | -36.70% | -33.79% |
| Current Drawdown | 0.00% | 0.00% |
Correlation
The correlation between FLKSX and FXAIX 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. FXAIX - Performance Comparison
In the year-to-date period, FLKSX achieves a 13.58% return, which is significantly lower than FXAIX's 26.66% 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. FXAIX - Expense Ratio Comparison
FLKSX has a 0.50% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Risk-Adjusted Performance
FLKSX vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Low-Priced Stock K6 Fund (FLKSX) and Fidelity 500 Index Fund (FXAIX). 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. FXAIX - Dividend Comparison
FLKSX's dividend yield for the trailing twelve months is around 2.05%, more than FXAIX's 1.21% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FLKSX Fidelity Low-Priced Stock K6 Fund | 2.05% | 1.90% | 1.56% | 1.27% | 1.47% | 1.84% | 1.76% | 0.53% | 0.00% | 0.00% | 0.00% | 0.00% |
FXAIX Fidelity 500 Index Fund | 1.21% | 1.45% | 1.69% | 1.22% | 1.60% | 1.95% | 2.07% | 1.81% | 2.01% | 2.56% | 2.63% | 1.84% |
Drawdowns
FLKSX vs. FXAIX - Drawdown Comparison
The maximum FLKSX drawdown since its inception was -36.70%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for FLKSX and FXAIX. For additional features, visit the drawdowns tool.
Volatility
FLKSX vs. FXAIX - Volatility Comparison
Fidelity Low-Priced Stock K6 Fund (FLKSX) has a higher volatility of 4.18% compared to Fidelity 500 Index Fund (FXAIX) at 3.92%. This indicates that FLKSX's price experiences larger fluctuations and is considered to be riskier than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.