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FLKSX vs. TRLGX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

FLKSX vs. TRLGX - 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 Large-Cap Growth Fund (TRLGX). The values are adjusted to include any dividend payments, if applicable.

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FLKSX vs. TRLGX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
FLKSX
Fidelity Low-Priced Stock K6 Fund
0.96%14.61%10.81%14.87%-5.16%24.70%9.32%25.16%-10.42%12.93%
TRLGX
T. Rowe Price Large-Cap Growth Fund
-11.46%17.51%37.57%46.22%-35.26%23.24%39.57%28.51%4.35%15.46%

Returns By Period

In the year-to-date period, FLKSX achieves a 0.96% return, which is significantly higher than TRLGX's -11.46% return.


FLKSX

1D
2.07%
1M
-5.91%
YTD
0.96%
6M
2.42%
1Y
17.07%
3Y*
13.32%
5Y*
8.64%
10Y*

TRLGX

1D
3.95%
1M
-5.81%
YTD
-11.46%
6M
-10.30%
1Y
12.15%
3Y*
22.38%
5Y*
9.59%
10Y*
16.72%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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FLKSX vs. TRLGX - Expense Ratio Comparison

FLKSX has a 0.50% expense ratio, which is lower than TRLGX's 0.55% expense ratio.


Return for Risk

FLKSX vs. TRLGX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FLKSX
FLKSX Risk / Return Rank: 5151
Overall Rank
FLKSX Sharpe Ratio Rank: 5252
Sharpe Ratio Rank
FLKSX Sortino Ratio Rank: 5555
Sortino Ratio Rank
FLKSX Omega Ratio Rank: 5151
Omega Ratio Rank
FLKSX Calmar Ratio Rank: 4747
Calmar Ratio Rank
FLKSX Martin Ratio Rank: 4949
Martin Ratio Rank

TRLGX
TRLGX Risk / Return Rank: 2121
Overall Rank
TRLGX Sharpe Ratio Rank: 2121
Sharpe Ratio Rank
TRLGX Sortino Ratio Rank: 2525
Sortino Ratio Rank
TRLGX Omega Ratio Rank: 2323
Omega Ratio Rank
TRLGX Calmar Ratio Rank: 1717
Calmar Ratio Rank
TRLGX Martin Ratio Rank: 1717
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

FLKSX vs. TRLGX - 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 Large-Cap Growth Fund (TRLGX). 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.


FLKSXTRLGXDifference

Sharpe ratio

Return per unit of total volatility

1.04

0.59

+0.45

Sortino ratio

Return per unit of downside risk

1.55

1.02

+0.53

Omega ratio

Gain probability vs. loss probability

1.22

1.14

+0.08

Calmar ratio

Return relative to maximum drawdown

1.25

0.55

+0.71

Martin ratio

Return relative to average drawdown

5.12

1.83

+3.30

FLKSX vs. TRLGX - Sharpe Ratio Comparison

The current FLKSX Sharpe Ratio is 1.04, which is higher than the TRLGX Sharpe Ratio of 0.59. The chart below compares the historical Sharpe Ratios of FLKSX and TRLGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


FLKSXTRLGXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.04

0.59

+0.45

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.59

0.43

+0.16

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.77

Sharpe Ratio (All Time)

Calculated using the full available price history

0.64

0.55

+0.09

Correlation

The correlation between FLKSX and TRLGX is 0.64, 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.


Dividends

FLKSX vs. TRLGX - Dividend Comparison

FLKSX's dividend yield for the trailing twelve months is around 7.30%, less than TRLGX's 15.46% yield.


TTM20252024202320222021202020192018201720162015
FLKSX
Fidelity Low-Priced Stock K6 Fund
7.30%7.37%13.98%6.70%3.47%5.34%1.47%2.47%1.52%0.63%0.00%0.00%
TRLGX
T. Rowe Price Large-Cap Growth Fund
15.46%13.69%9.80%2.04%3.88%2.56%0.42%4.09%7.93%9.27%1.64%4.71%

Drawdowns

FLKSX vs. TRLGX - Drawdown Comparison

The maximum FLKSX drawdown since its inception was -36.70%, smaller than the maximum TRLGX drawdown of -55.56%. Use the drawdown chart below to compare losses from any high point for FLKSX and TRLGX.


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Drawdown Indicators


FLKSXTRLGXDifference

Max Drawdown

Largest peak-to-trough decline

-36.70%

-55.56%

+18.86%

Max Drawdown (1Y)

Largest decline over 1 year

-12.41%

-18.18%

+5.77%

Max Drawdown (5Y)

Largest decline over 5 years

-17.82%

-40.44%

+22.62%

Max Drawdown (10Y)

Largest decline over 10 years

-40.44%

Current Drawdown

Current decline from peak

-6.91%

-14.94%

+8.03%

Average Drawdown

Average peak-to-trough decline

-4.64%

-8.71%

+4.07%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.04%

5.43%

-2.39%

Volatility

FLKSX vs. TRLGX - Volatility Comparison

The current volatility for Fidelity Low-Priced Stock K6 Fund (FLKSX) is 4.80%, while T. Rowe Price Large-Cap Growth Fund (TRLGX) has a volatility of 7.19%. This indicates that FLKSX experiences smaller price fluctuations and is considered to be less risky than TRLGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


FLKSXTRLGXDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.80%

7.19%

-2.39%

Volatility (6M)

Calculated over the trailing 6-month period

9.36%

12.51%

-3.15%

Volatility (1Y)

Calculated over the trailing 1-year period

16.90%

22.17%

-5.27%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.82%

22.41%

-7.59%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.51%

21.73%

-5.22%