FLKSX vs. VWIAX
Compare and contrast key facts about Fidelity Low-Priced Stock K6 Fund (FLKSX) and Vanguard Wellesley Income Fund Admiral Shares (VWIAX).
FLKSX is managed by T. Rowe Price. It was launched on May 26, 2017. VWIAX is managed by Vanguard. It was launched on May 14, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FLKSX or VWIAX.
Key characteristics
| FLKSX | VWIAX | |
|---|---|---|
| YTD Return | 13.58% | 7.97% |
| 1Y Return | 27.03% | 17.32% |
| 3Y Return (Ann) | 7.61% | -0.49% |
| 5Y Return (Ann) | 12.24% | 2.85% |
| Sharpe Ratio | 2.09 | 2.59 |
| Sortino Ratio | 2.94 | 4.01 |
| Omega Ratio | 1.38 | 1.54 |
| Calmar Ratio | 3.63 | 1.04 |
| Martin Ratio | 12.42 | 17.13 |
| Ulcer Index | 2.12% | 1.02% |
| Daily Std Dev | 12.56% | 6.74% |
| Max Drawdown | -36.70% | -23.93% |
| Current Drawdown | 0.00% | -1.66% |
Correlation
The correlation between FLKSX and VWIAX is 0.70, 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. VWIAX - Performance Comparison
In the year-to-date period, FLKSX achieves a 13.58% return, which is significantly higher than VWIAX's 7.97% 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. VWIAX - Expense Ratio Comparison
FLKSX has a 0.50% expense ratio, which is higher than VWIAX's 0.16% expense ratio.
Risk-Adjusted Performance
FLKSX vs. VWIAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Low-Priced Stock K6 Fund (FLKSX) and Vanguard Wellesley Income Fund Admiral Shares (VWIAX). 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. VWIAX - Dividend Comparison
FLKSX's dividend yield for the trailing twelve months is around 2.05%, less than VWIAX's 5.83% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FLKSX Fidelity Low-Priced Stock K6 Fund | 2.05% | 1.90% | 1.56% | 1.27% | 1.47% | 1.84% | 1.76% | 0.53% | 0.00% | 0.00% | 0.00% | 0.00% |
VWIAX Vanguard Wellesley Income Fund Admiral Shares | 5.83% | 5.80% | 3.25% | 2.55% | 2.72% | 2.97% | 3.38% | 2.92% | 3.02% | 3.18% | 3.23% | 3.13% |
Drawdowns
FLKSX vs. VWIAX - Drawdown Comparison
The maximum FLKSX drawdown since its inception was -36.70%, which is greater than VWIAX's maximum drawdown of -23.93%. Use the drawdown chart below to compare losses from any high point for FLKSX and VWIAX. For additional features, visit the drawdowns tool.
Volatility
FLKSX vs. VWIAX - Volatility Comparison
Fidelity Low-Priced Stock K6 Fund (FLKSX) has a higher volatility of 4.18% compared to Vanguard Wellesley Income Fund Admiral Shares (VWIAX) at 1.52%. This indicates that FLKSX's price experiences larger fluctuations and is considered to be riskier than VWIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.