FLKSX vs. TBCIX
FLKSX (Fidelity Low-Priced Stock K6 Fund) and TBCIX (T. Rowe Price Blue Chip Growth Fund I Class) are both mutual funds - FLKSX is a Mid Cap Value Equities fund managed by T. Rowe Price, while TBCIX is a Large Cap Growth Equities fund managed by T. Rowe Price. Over the past 5 years, FLKSX returned 9.31%/yr vs 14.09%/yr for TBCIX. A 0.61 correlation means they provide meaningful diversification when combined. FLKSX charges 0.50%/yr vs 0.56%/yr for TBCIX.
Performance
FLKSX vs. TBCIX - Performance Comparison
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Returns By Period
In the year-to-date period, FLKSX achieves a 9.94% return, which is significantly higher than TBCIX's 5.54% return.
FLKSX
- 1D
- 0.41%
- 1M
- 3.13%
- YTD
- 9.94%
- 6M
- 10.81%
- 1Y
- 21.99%
- 3Y*
- 16.42%
- 5Y*
- 9.31%
- 10Y*
- —
TBCIX
- 1D
- -0.69%
- 1M
- 5.17%
- YTD
- 5.54%
- 6M
- 5.71%
- 1Y
- 22.23%
- 3Y*
- 29.00%
- 5Y*
- 14.09%
- 10Y*
- 17.93%
FLKSX vs. TBCIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FLKSX Fidelity Low-Priced Stock K6 Fund | 9.94% | 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 | 5.54% | 18.94% | 48.73% | 49.61% | -38.48% | 18.30% | 34.90% | 30.30% | 2.13% | 14.95% |
Correlation
The correlation between FLKSX and TBCIX is 0.42, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.42 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.49 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.59 |
Correlation (All Time) Calculated using the full available price history since May 30, 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
FLKSX
TBCIX
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.
| FLKSX | TBCIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.36 | ||
| Sortino ratioReturn per unit of downside risk | +0.63 | ||
| Omega ratioGain probability vs. loss probability | 1.33 | 1.26 | +0.07 |
| Calmar ratioReturn relative to maximum drawdown | 2.61 | 1.36 | +1.26 |
| Martin ratioReturn relative to average drawdown | 8.92 | 4.57 | +4.35 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FLKSX | TBCIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.84 | 1.47 | +0.36 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.63 | 0.59 | +0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.79 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.69 | 0.76 | -0.07 |
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
| FLKSX | TBCIX | Difference | |
|---|---|---|---|
Max DrawdownLargest 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 DrawdownCurrent decline from peak | 0.00% | -0.69% | +0.69% |
Average DrawdownAverage peak-to-trough decline | -4.59% | -8.07% | +3.48% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.59% | 5.01% | -2.42% |
Volatility
FLKSX vs. TBCIX - Volatility Comparison
The current volatility for Fidelity Low-Priced Stock K6 Fund (FLKSX) is 3.28%, while T. Rowe Price Blue Chip Growth Fund I Class (TBCIX) has a volatility of 3.57%. 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
| FLKSX | TBCIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.28% | 3.57% | -0.29% |
Volatility (6M)Calculated over the trailing 6-month period | 8.92% | 12.01% | -3.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.61% | 15.64% | -3.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.83% | 23.91% | -9.08% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.44% | 22.76% | -6.32% |
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 6.70%, more than TBCIX's 4.93% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
FLKSX Fidelity Low-Priced Stock K6 Fund | 6.70% | 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 | 4.93% | 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 (3.57%) compared to FLKSX (3.28%). In terms of maximum drawdown, FLKSX dropped -36.70% vs TBCIX's -43.26%.
FLKSX currently has the higher Sharpe Ratio (1.84 vs 1.47), 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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