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FLPKX vs. FVLKX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between FLPKX and FVLKX is 0.93, 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.


-0.50.00.51.00.9

Performance

FLPKX vs. FVLKX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Low-Priced Stock Fund Class K (FLPKX) and Fidelity Value Fund Class K (FVLKX). The values are adjusted to include any dividend payments, if applicable.

-10.00%-5.00%0.00%5.00%10.00%15.00%JulyAugustSeptemberOctoberNovemberDecember
-4.63%
-9.41%
FLPKX
FVLKX

Key characteristics

Sharpe Ratio

FLPKX:

0.33

FVLKX:

-0.17

Sortino Ratio

FLPKX:

0.53

FVLKX:

-0.07

Omega Ratio

FLPKX:

1.07

FVLKX:

0.99

Calmar Ratio

FLPKX:

0.41

FVLKX:

-0.16

Martin Ratio

FLPKX:

1.63

FVLKX:

-0.82

Ulcer Index

FLPKX:

2.75%

FVLKX:

4.31%

Daily Std Dev

FLPKX:

13.39%

FVLKX:

21.35%

Max Drawdown

FLPKX:

-50.24%

FVLKX:

-62.82%

Current Drawdown

FLPKX:

-10.32%

FVLKX:

-20.91%

Returns By Period

In the year-to-date period, FLPKX achieves a 2.22% return, which is significantly higher than FVLKX's -5.56% return. Over the past 10 years, FLPKX has outperformed FVLKX with an annualized return of 8.34%, while FVLKX has yielded a comparatively lower 7.86% annualized return.


FLPKX

YTD

2.22%

1M

-7.49%

6M

-3.88%

1Y

3.18%

5Y*

8.65%

10Y*

8.34%

FVLKX

YTD

-5.56%

1M

-17.60%

6M

-8.49%

1Y

-4.90%

5Y*

8.87%

10Y*

7.86%

Compare stocks, funds, or ETFs

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


FLPKX vs. FVLKX - Expense Ratio Comparison

FLPKX has a 0.74% expense ratio, which is higher than FVLKX's 0.71% expense ratio.


FLPKX
Fidelity Low-Priced Stock Fund Class K
Expense ratio chart for FLPKX: current value at 0.74% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.74%
Expense ratio chart for FVLKX: current value at 0.71% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.71%

Risk-Adjusted Performance

FLPKX vs. FVLKX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Low-Priced Stock Fund Class K (FLPKX) and Fidelity Value Fund Class K (FVLKX). 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.


Sharpe ratio
The chart of Sharpe ratio for FLPKX, currently valued at 0.33, compared to the broader market-1.000.001.002.003.004.000.33-0.17
The chart of Sortino ratio for FLPKX, currently valued at 0.53, compared to the broader market-2.000.002.004.006.008.0010.000.53-0.07
The chart of Omega ratio for FLPKX, currently valued at 1.07, compared to the broader market0.501.001.502.002.503.003.501.070.99
The chart of Calmar ratio for FLPKX, currently valued at 0.41, compared to the broader market0.002.004.006.008.0010.0012.0014.000.41-0.16
The chart of Martin ratio for FLPKX, currently valued at 1.63, compared to the broader market0.0020.0040.0060.001.63-0.82
FLPKX
FVLKX

The current FLPKX Sharpe Ratio is 0.33, which is higher than the FVLKX Sharpe Ratio of -0.17. The chart below compares the historical Sharpe Ratios of FLPKX and FVLKX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.000.501.001.502.00JulyAugustSeptemberOctoberNovemberDecember
0.33
-0.17
FLPKX
FVLKX

Dividends

FLPKX vs. FVLKX - Dividend Comparison

FLPKX's dividend yield for the trailing twelve months is around 1.59%, while FVLKX has not paid dividends to shareholders.


TTM20232022202120202019201820172016201520142013
FLPKX
Fidelity Low-Priced Stock Fund Class K
1.59%2.11%1.28%1.63%1.85%1.86%2.06%1.55%1.30%5.31%7.13%7.66%
FVLKX
Fidelity Value Fund Class K
0.00%1.13%0.79%1.46%1.06%1.24%1.52%1.47%1.34%12.44%3.16%2.05%

Drawdowns

FLPKX vs. FVLKX - Drawdown Comparison

The maximum FLPKX drawdown since its inception was -50.24%, smaller than the maximum FVLKX drawdown of -62.82%. Use the drawdown chart below to compare losses from any high point for FLPKX and FVLKX. For additional features, visit the drawdowns tool.


-20.00%-15.00%-10.00%-5.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-10.32%
-20.91%
FLPKX
FVLKX

Volatility

FLPKX vs. FVLKX - Volatility Comparison

The current volatility for Fidelity Low-Priced Stock Fund Class K (FLPKX) is 5.74%, while Fidelity Value Fund Class K (FVLKX) has a volatility of 16.27%. This indicates that FLPKX experiences smaller price fluctuations and is considered to be less risky than FVLKX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


5.00%10.00%15.00%JulyAugustSeptemberOctoberNovemberDecember
5.74%
16.27%
FLPKX
FVLKX
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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