FLKSX vs. VIGIX
Compare and contrast key facts about Fidelity Low-Priced Stock K6 Fund (FLKSX) and Vanguard Growth Index Fund Institutional Shares (VIGIX).
FLKSX is managed by T. Rowe Price. It was launched on May 26, 2017. VIGIX is managed by Vanguard. It was launched on May 14, 1998.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FLKSX or VIGIX.
Key characteristics
| FLKSX | VIGIX | |
|---|---|---|
| YTD Return | 12.07% | 31.87% |
| 1Y Return | 21.40% | 39.57% |
| 3Y Return (Ann) | 6.90% | 9.18% |
| 5Y Return (Ann) | 11.82% | 19.29% |
| Sharpe Ratio | 1.95 | 2.50 |
| Sortino Ratio | 2.75 | 3.19 |
| Omega Ratio | 1.35 | 1.46 |
| Calmar Ratio | 3.40 | 3.28 |
| Martin Ratio | 11.60 | 12.94 |
| Ulcer Index | 2.12% | 3.28% |
| Daily Std Dev | 12.61% | 16.98% |
| Max Drawdown | -36.70% | -57.17% |
| Current Drawdown | -1.88% | -0.10% |
Correlation
The correlation between FLKSX and VIGIX is 0.67, 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. VIGIX - Performance Comparison
In the year-to-date period, FLKSX achieves a 12.07% return, which is significantly lower than VIGIX's 31.87% 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. VIGIX - Expense Ratio Comparison
FLKSX has a 0.50% expense ratio, which is higher than VIGIX's 0.04% expense ratio.
Risk-Adjusted Performance
FLKSX vs. VIGIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Low-Priced Stock K6 Fund (FLKSX) and Vanguard Growth Index Fund Institutional Shares (VIGIX). 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. VIGIX - Dividend Comparison
FLKSX's dividend yield for the trailing twelve months is around 2.08%, more than VIGIX's 0.48% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FLKSX Fidelity Low-Priced Stock K6 Fund | 2.08% | 1.90% | 1.56% | 1.27% | 1.47% | 1.84% | 1.76% | 0.53% | 0.00% | 0.00% | 0.00% | 0.00% |
VIGIX Vanguard Growth Index Fund Institutional Shares | 0.48% | 0.58% | 0.70% | 0.48% | 0.66% | 0.95% | 1.32% | 1.15% | 1.40% | 1.31% | 1.22% | 1.20% |
Drawdowns
FLKSX vs. VIGIX - Drawdown Comparison
The maximum FLKSX drawdown since its inception was -36.70%, smaller than the maximum VIGIX drawdown of -57.17%. Use the drawdown chart below to compare losses from any high point for FLKSX and VIGIX. For additional features, visit the drawdowns tool.
Volatility
FLKSX vs. VIGIX - Volatility Comparison
The current volatility for Fidelity Low-Priced Stock K6 Fund (FLKSX) is 4.27%, while Vanguard Growth Index Fund Institutional Shares (VIGIX) has a volatility of 4.88%. This indicates that FLKSX experiences smaller price fluctuations and is considered to be less risky than VIGIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.