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FLKSX vs. TBCIX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

FLKSX vs. TBCIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Low-Priced Stock K6 Fund (FLKSX) and T. Rowe Price Blue Chip Growth Fund I Class (TBCIX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, FLKSX achieves a 15.77% return, which is significantly higher than TBCIX's -3.25% 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%

TBCIX

1D
2.29%
1M
-2.44%
6M
-1.33%
YTD
-3.25%
1Y
5.31%
3Y*
22.44%
5Y*
10.04%
10Y*
16.53%
ALL TIME*
15.86%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. 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. TBCIX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
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%
TBCIX
T. Rowe Price Blue Chip Growth Fund I Class
-3.25%18.94%48.73%49.61%-38.48%18.30%34.90%30.30%2.13%15.05%

Correlation

The correlation between FLKSX and TBCIX is 0.42, which is low. Their historical price movements had little consistent relationship.


Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

0.42

Correlation (3Y)
Balances recent behavior with more history.

0.49

Correlation (5Y)
Shows whether the relationship held over a longer period.

0.59

Correlation (All Time)
Calculated using the full available price history since May 26, 2017

0.61

The correlation between FLKSX and TBCIX shifts across timeframes, from 0.42 (1 year) to 0.61 (all time), reflecting how their relationship changes across market environments.

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Return for Risk

FLKSX vs. TBCIX — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

FLKSX
FLKSX Risk / Return Rank: 7777
Overall Rank
FLKSX Sharpe Ratio Rank: 7878
Sharpe Ratio Rank
FLKSX Sortino Ratio Rank: 7878
Sortino Ratio Rank
FLKSX Omega Ratio Rank: 7575
Omega Ratio Rank
FLKSX Calmar Ratio Rank: 7979
Calmar Ratio Rank
FLKSX Martin Ratio Rank: 7575
Martin Ratio Rank

TBCIX
TBCIX Risk / Return Rank: 88
Overall Rank
TBCIX Sharpe Ratio Rank: 88
Sharpe Ratio Rank
TBCIX Sortino Ratio Rank: 88
Sortino Ratio Rank
TBCIX Omega Ratio Rank: 88
Omega Ratio Rank
TBCIX Calmar Ratio Rank: 88
Calmar Ratio Rank
TBCIX Martin Ratio Rank: 88
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

FLKSX vs. TBCIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Low-Priced Stock K6 Fund (FLKSX) and T. Rowe Price Blue Chip Growth Fund I Class (TBCIX). 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.


FLKSXTBCIXDifference
Sharpe ratioReturn per unit of total volatility

+1.60

Sortino ratioReturn per unit of downside risk

+2.25

Omega ratioGain probability vs. loss probability

1.33

1.05

+0.28

Calmar ratioReturn relative to maximum drawdown

2.56

0.23

+2.34

Martin ratioReturn relative to average drawdown

8.97

0.68

+8.29

FLKSX vs. TBCIX - Sharpe Ratio Comparison

The current FLKSX Sharpe Ratio is 1.82, which is higher than the TBCIX Sharpe Ratio of 0.22. The chart below compares the historical Sharpe Ratios of FLKSX and TBCIX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

FLKSX vs. TBCIX - Drawdown Comparison

The maximum FLKSX drawdown since its inception was -36.70%, smaller than the maximum TBCIX drawdown of -43.26%. Use the drawdown chart below to compare losses from any high point for FLKSX and TBCIX.


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Drawdown Indicators


FLKSXTBCIXDifference

Max Drawdown

Largest peak-to-trough decline

-36.70%

-43.26%

+6.56%

Max Drawdown (1Y)

Largest decline over 1 year

-8.87%

-16.96%

+8.09%

Max Drawdown (3Y)

Largest decline over 3 years

-16.53%

-23.06%

+6.53%

Max Drawdown (5Y)

Largest decline over 5 years

-17.82%

-43.26%

+25.44%

Max Drawdown (10Y)

Largest decline over 10 years

-43.26%

Current Drawdown

Current decline from peak

0.00%

-8.96%

+8.96%

Average Drawdown

Average peak-to-trough decline

-4.51%

-8.04%

+3.53%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.54%

5.64%

-3.10%

Volatility

FLKSX vs. TBCIX - Volatility Comparison

The current volatility for Fidelity Low-Priced Stock K6 Fund (FLKSX) is 2.79%, while T. Rowe Price Blue Chip Growth Fund I Class (TBCIX) has a volatility of 5.92%. This indicates that FLKSX experiences smaller price fluctuations and is considered to be less risky than TBCIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


FLKSXTBCIXDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.79%

5.92%

-3.13%

Volatility (6M)

Calculated over the trailing 6-month period

8.98%

14.30%

-5.32%

Volatility (1Y)

Calculated over the trailing 1-year period

12.56%

17.67%

-5.11%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.76%

24.16%

-9.40%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.35%

22.85%

-6.50%

FLKSX vs. TBCIX - Expense Ratio Comparison

FLKSX has a 0.50% expense ratio, which is lower than TBCIX's 0.56% expense ratio.


Dividends

FLKSX vs. TBCIX - Dividend Comparison

FLKSX's dividend yield for the trailing twelve months is around 6.36%, more than TBCIX's 5.38% yield.


PositionTTM2025202420232022202120202019201820172016
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%
TBCIX
T. Rowe Price Blue Chip Growth Fund I Class
5.38%5.20%18.28%3.47%5.84%10.03%1.18%0.59%2.50%3.05%0.81%

Frequently Asked Questions


FLKSX and TBCIX have a correlation of 0.42, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

TBCIX has higher volatility (5.92%) compared to FLKSX (2.79%). In terms of maximum drawdown, FLKSX dropped -36.70% vs TBCIX's -43.26%.

FLKSX currently has the higher Sharpe Ratio (1.82 vs 0.22), 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.

Portfolio Optimizer

Find the right allocation for FLKSX and TBCIX

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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