FLKSX vs. SWLGX
Compare and contrast key facts about Fidelity Low-Priced Stock K6 Fund (FLKSX) and Schwab U.S. Large-Cap Growth Index Fund (SWLGX).
FLKSX is managed by T. Rowe Price. It was launched on May 26, 2017. SWLGX is a passively managed fund by Charles Schwab that tracks the performance of the Russell 1000 Growth Index. It was launched on Dec 20, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FLKSX or SWLGX.
Key characteristics
| FLKSX | SWLGX | |
|---|---|---|
| YTD Return | 13.58% | 31.71% |
| 1Y Return | 27.03% | 43.45% |
| 3Y Return (Ann) | 7.61% | 10.10% |
| 5Y Return (Ann) | 12.24% | 20.07% |
| Sharpe Ratio | 2.09 | 2.62 |
| Sortino Ratio | 2.94 | 3.36 |
| Omega Ratio | 1.38 | 1.48 |
| Calmar Ratio | 3.63 | 3.35 |
| Martin Ratio | 12.42 | 13.19 |
| Ulcer Index | 2.12% | 3.34% |
| Daily Std Dev | 12.56% | 16.80% |
| Max Drawdown | -36.70% | -32.69% |
| Current Drawdown | 0.00% | 0.00% |
Correlation
The correlation between FLKSX and SWLGX is 0.69, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
FLKSX vs. SWLGX - Performance Comparison
In the year-to-date period, FLKSX achieves a 13.58% return, which is significantly lower than SWLGX's 31.71% 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. SWLGX - Expense Ratio Comparison
FLKSX has a 0.50% expense ratio, which is higher than SWLGX's 0.04% expense ratio.
Risk-Adjusted Performance
FLKSX vs. SWLGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Low-Priced Stock K6 Fund (FLKSX) and Schwab U.S. Large-Cap Growth Index Fund (SWLGX). 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. SWLGX - Dividend Comparison
FLKSX's dividend yield for the trailing twelve months is around 2.05%, more than SWLGX's 0.51% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|
FLKSX Fidelity Low-Priced Stock K6 Fund | 2.05% | 1.90% | 1.56% | 1.27% | 1.47% | 1.84% | 1.76% | 0.53% |
SWLGX Schwab U.S. Large-Cap Growth Index Fund | 0.51% | 0.67% | 0.93% | 0.57% | 0.67% | 0.96% | 1.03% | 0.00% |
Drawdowns
FLKSX vs. SWLGX - Drawdown Comparison
The maximum FLKSX drawdown since its inception was -36.70%, which is greater than SWLGX's maximum drawdown of -32.69%. Use the drawdown chart below to compare losses from any high point for FLKSX and SWLGX. For additional features, visit the drawdowns tool.
Volatility
FLKSX vs. SWLGX - Volatility Comparison
The current volatility for Fidelity Low-Priced Stock K6 Fund (FLKSX) is 4.18%, while Schwab U.S. Large-Cap Growth Index Fund (SWLGX) has a volatility of 5.10%. This indicates that FLKSX experiences smaller price fluctuations and is considered to be less risky than SWLGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.