FLKSX vs. HNMVX
FLKSX (Fidelity Low-Priced Stock K6 Fund) and HNMVX (Harbor Mid Cap Value Fund Retirement Class) are both Mid Cap Value Equities funds. Over the past 5 years, FLKSX returned 10.82%/yr vs 13.21%/yr for HNMVX. Their correlation of 0.92 means they have usually moved in the same direction. FLKSX charges 0.50%/yr vs 0.77%/yr for HNMVX.
Performance
FLKSX vs. HNMVX - Performance Comparison
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Returns By Period
In the year-to-date period, FLKSX achieves a 15.77% return, which is significantly lower than HNMVX's 23.70% return.
FLKSX
- 1D
- 0.61%
- 1M
- 3.02%
- 6M
- 10.87%
- YTD
- 15.77%
- 1Y
- 25.31%
- 3Y*
- 15.93%
- 5Y*
- 10.82%
- 10Y*
- —
- ALL TIME*
- 11.72%
HNMVX
- 1D
- -0.41%
- 1M
- 3.16%
- 6M
- 17.58%
- YTD
- 23.70%
- 1Y
- 40.62%
- 3Y*
- 19.16%
- 5Y*
- 13.21%
- 10Y*
- 11.08%
- ALL TIME*
- 11.42%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
FLKSX vs. HNMVX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FLKSX Fidelity Low-Priced Stock K6 Fund | 15.77% | 14.61% | 10.81% | 14.87% | -5.16% | 24.70% | 9.32% | 25.16% | -10.42% | 12.93% |
HNMVX Harbor Mid Cap Value Fund Retirement Class | 23.70% | 16.06% | 12.22% | 16.52% | -5.58% | 30.06% | -3.70% | 23.06% | -17.76% | 10.17% |
Correlation
The correlation between FLKSX and HNMVX is 0.92, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.92 |
Correlation (3Y) Balances recent behavior with more history. | 0.92 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.93 |
Correlation (All Time) Calculated using the full available price history since May 26, 2017 | 0.92 |
The correlation between FLKSX and HNMVX has been stable across timeframes, ranging from 0.92 to 0.93 - a consistent structural relationship.
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Return for Risk
FLKSX vs. HNMVX — Risk / Return Rank
FLKSX
HNMVX
FLKSX vs. HNMVX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Low-Priced Stock K6 Fund (FLKSX) and Harbor Mid Cap Value Fund Retirement Class (HNMVX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| FLKSX | HNMVX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.19 | ||
| Sortino ratioReturn per unit of downside risk | -1.70 | ||
| Omega ratioGain probability vs. loss probability | 1.33 | 1.54 | -0.21 |
| Calmar ratioReturn relative to maximum drawdown | 2.56 | 5.71 | -3.15 |
| Martin ratioReturn relative to average drawdown | 8.97 | 21.49 | -12.52 |
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Drawdowns
FLKSX vs. HNMVX - Drawdown Comparison
The maximum FLKSX drawdown since its inception was -36.70%, smaller than the maximum HNMVX drawdown of -51.33%. Use the drawdown chart below to compare losses from any high point for FLKSX and HNMVX.
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Drawdown Indicators
| FLKSX | HNMVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.70% | -51.33% | +14.63% |
Max Drawdown (1Y)Largest decline over 1 year | -8.87% | -6.84% | -2.03% |
Max Drawdown (3Y)Largest decline over 3 years | -16.53% | -21.00% | +4.47% |
Max Drawdown (5Y)Largest decline over 5 years | -17.82% | -21.00% | +3.18% |
Max Drawdown (10Y)Largest decline over 10 years | — | -51.33% | — |
Current DrawdownCurrent decline from peak | 0.00% | -1.31% | +1.31% |
Average DrawdownAverage peak-to-trough decline | -4.51% | -7.02% | +2.51% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.54% | 1.82% | +0.72% |
Volatility
FLKSX vs. HNMVX - Volatility Comparison
The current volatility for Fidelity Low-Priced Stock K6 Fund (FLKSX) is 2.79%, while Harbor Mid Cap Value Fund Retirement Class (HNMVX) has a volatility of 2.94%. This indicates that FLKSX experiences smaller price fluctuations and is considered to be less risky than HNMVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FLKSX | HNMVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.79% | 2.94% | -0.15% |
Volatility (6M)Calculated over the trailing 6-month period | 8.98% | 8.87% | +0.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.56% | 13.01% | -0.45% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.76% | 18.70% | -3.94% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.35% | 21.84% | -5.49% |
FLKSX vs. HNMVX - Expense Ratio Comparison
FLKSX has a 0.50% expense ratio, which is lower than HNMVX's 0.77% expense ratio.
Dividends
FLKSX vs. HNMVX - Dividend Comparison
FLKSX's dividend yield for the trailing twelve months is around 6.36%, less than HNMVX's 7.09% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
FLKSX Fidelity Low-Priced Stock K6 Fund | 6.36% | 7.37% | 13.98% | 6.70% | 3.47% | 5.34% | 1.47% | 2.47% | 1.52% | 0.63% | 0.00% |
HNMVX Harbor Mid Cap Value Fund Retirement Class | 7.09% | 8.77% | 5.87% | 7.28% | 8.35% | 1.35% | 2.43% | 3.21% | 8.52% | 3.91% | 3.11% |
Frequently Asked Questions
With a correlation of 0.92, FLKSX and HNMVX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
HNMVX has higher volatility (2.94%) compared to FLKSX (2.79%). In terms of maximum drawdown, FLKSX dropped -36.70% vs HNMVX's -51.33%.
HNMVX currently has the higher Sharpe Ratio (3.01 vs 1.82), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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