PortfoliosLab logo
FLKSX vs. VIGIX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between FLKSX and VIGIX is 0.95, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Performance

FLKSX vs. VIGIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Low-Priced Stock K6 Fund (FLKSX) and Vanguard Growth Index Fund Institutional Shares (VIGIX). The values are adjusted to include any dividend payments, if applicable.

Loading data...

Key characteristics

Daily Std Dev

FLKSX:

10.29%

VIGIX:

25.18%

Max Drawdown

FLKSX:

-0.14%

VIGIX:

-57.17%

Current Drawdown

FLKSX:

0.00%

VIGIX:

-9.18%

Returns By Period


FLKSX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

VIGIX

YTD

-5.38%

1M

7.61%

6M

-4.64%

1Y

13.34%

5Y*

17.05%

10Y*

14.57%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


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 Rank

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

FLKSX
The Risk-Adjusted Performance Rank of FLKSX is 2424
Overall Rank
The Sharpe Ratio Rank of FLKSX is 2323
Sharpe Ratio Rank
The Sortino Ratio Rank of FLKSX is 2525
Sortino Ratio Rank
The Omega Ratio Rank of FLKSX is 2424
Omega Ratio Rank
The Calmar Ratio Rank of FLKSX is 2525
Calmar Ratio Rank
The Martin Ratio Rank of FLKSX is 2525
Martin Ratio Rank

VIGIX
The Risk-Adjusted Performance Rank of VIGIX is 6767
Overall Rank
The Sharpe Ratio Rank of VIGIX is 6464
Sharpe Ratio Rank
The Sortino Ratio Rank of VIGIX is 6666
Sortino Ratio Rank
The Omega Ratio Rank of VIGIX is 6666
Omega Ratio Rank
The Calmar Ratio Rank of VIGIX is 7575
Calmar Ratio Rank
The Martin Ratio Rank of VIGIX is 6464
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.



Loading data...

Dividends

FLKSX vs. VIGIX - Dividend Comparison

FLKSX's dividend yield for the trailing twelve months is around 2.44%, more than VIGIX's 0.50% yield.


TTM20242023202220212020201920182017201620152014
FLKSX
Fidelity Low-Priced Stock K6 Fund
2.44%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
VIGIX
Vanguard Growth Index Fund Institutional Shares
0.50%0.47%0.58%0.70%0.48%0.66%0.95%1.32%1.15%1.40%1.31%1.22%

Drawdowns

FLKSX vs. VIGIX - Drawdown Comparison

The maximum FLKSX drawdown since its inception was -0.14%, 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.


Loading data...

Volatility

FLKSX vs. VIGIX - Volatility Comparison


Loading data...