FLKSX vs. FZFLX
Compare and contrast key facts about Fidelity Low-Priced Stock K6 Fund (FLKSX) and Fidelity SAI Small-Mid Cap 500 Index Fund (FZFLX).
FLKSX is managed by T. Rowe Price. It was launched on May 26, 2017. FZFLX is managed by Fidelity. It was launched on Aug 12, 2015.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FLKSX or FZFLX.
Key characteristics
| FLKSX | FZFLX | |
|---|---|---|
| YTD Return | 14.23% | 18.62% |
| 1Y Return | 27.02% | 37.65% |
| 3Y Return (Ann) | 7.60% | 4.64% |
| 5Y Return (Ann) | 12.50% | 12.04% |
| Sharpe Ratio | 2.25 | 2.46 |
| Sortino Ratio | 3.14 | 3.39 |
| Omega Ratio | 1.40 | 1.42 |
| Calmar Ratio | 3.89 | 2.25 |
| Martin Ratio | 13.32 | 13.10 |
| Ulcer Index | 2.12% | 2.99% |
| Daily Std Dev | 12.55% | 15.92% |
| Max Drawdown | -36.70% | -42.04% |
| Current Drawdown | 0.00% | 0.00% |
Correlation
The correlation between FLKSX and FZFLX 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. FZFLX - Performance Comparison
In the year-to-date period, FLKSX achieves a 14.23% return, which is significantly lower than FZFLX's 18.62% 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. FZFLX - Expense Ratio Comparison
FLKSX has a 0.50% expense ratio, which is higher than FZFLX's 0.05% expense ratio.
Risk-Adjusted Performance
FLKSX vs. FZFLX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Low-Priced Stock K6 Fund (FLKSX) and Fidelity SAI Small-Mid Cap 500 Index Fund (FZFLX). 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. FZFLX - Dividend Comparison
FLKSX's dividend yield for the trailing twelve months is around 2.04%, more than FZFLX's 1.56% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
FLKSX Fidelity Low-Priced Stock K6 Fund | 2.04% | 1.90% | 1.56% | 1.27% | 1.47% | 1.84% | 1.76% | 0.53% | 0.00% | 0.00% |
FZFLX Fidelity SAI Small-Mid Cap 500 Index Fund | 1.56% | 1.49% | 1.99% | 2.00% | 1.20% | 3.48% | 1.69% | 1.04% | 0.81% | 1.21% |
Drawdowns
FLKSX vs. FZFLX - Drawdown Comparison
The maximum FLKSX drawdown since its inception was -36.70%, smaller than the maximum FZFLX drawdown of -42.04%. Use the drawdown chart below to compare losses from any high point for FLKSX and FZFLX. For additional features, visit the drawdowns tool.
Volatility
FLKSX vs. FZFLX - Volatility Comparison
The current volatility for Fidelity Low-Priced Stock K6 Fund (FLKSX) is 4.10%, while Fidelity SAI Small-Mid Cap 500 Index Fund (FZFLX) has a volatility of 4.45%. This indicates that FLKSX experiences smaller price fluctuations and is considered to be less risky than FZFLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.