FLPKX vs. FXAIX
Compare and contrast key facts about Fidelity Low-Priced Stock Fund Class K (FLPKX) and Fidelity 500 Index Fund (FXAIX).
FLPKX is managed by T. Rowe Price. It was launched on May 9, 2008. FXAIX is a passively managed fund by Fidelity that tracks the performance of the S&P 500 Index. It was launched on Feb 17, 1988.
Performance
FLPKX vs. FXAIX - Performance Comparison
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FLPKX vs. FXAIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FLPKX Fidelity Low-Priced Stock Fund Class K | 0.97% | 14.75% | 7.33% | 14.50% | -5.63% | 24.57% | 9.42% | 25.89% | -10.73% | 18.89% |
FXAIX Fidelity 500 Index Fund | -4.34% | 17.84% | 25.01% | 26.29% | -18.14% | 28.71% | 18.42% | 31.48% | -4.43% | 21.82% |
Returns By Period
In the year-to-date period, FLPKX achieves a 0.97% return, which is significantly higher than FXAIX's -4.34% return. Over the past 10 years, FLPKX has underperformed FXAIX with an annualized return of 10.19%, while FXAIX has yielded a comparatively higher 14.08% annualized return.
FLPKX
- 1D
- 2.01%
- 1M
- -6.02%
- YTD
- 0.97%
- 6M
- 2.44%
- 1Y
- 17.04%
- 3Y*
- 12.07%
- 5Y*
- 7.79%
- 10Y*
- 10.19%
FXAIX
- 1D
- 2.92%
- 1M
- -5.02%
- YTD
- -4.34%
- 6M
- -2.14%
- 1Y
- 17.32%
- 3Y*
- 18.30%
- 5Y*
- 11.79%
- 10Y*
- 14.08%
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FLPKX vs. FXAIX - Expense Ratio Comparison
FLPKX has a 0.74% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Return for Risk
FLPKX vs. FXAIX — Risk / Return Rank
FLPKX
FXAIX
FLPKX vs. FXAIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Low-Priced Stock Fund Class K (FLPKX) and Fidelity 500 Index Fund (FXAIX). 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.
| FLPKX | FXAIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.04 | 0.97 | +0.06 |
Sortino ratioReturn per unit of downside risk | 1.54 | 1.49 | +0.05 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.23 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.24 | 1.52 | -0.28 |
Martin ratioReturn relative to average drawdown | 5.08 | 7.30 | -2.22 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FLPKX | FXAIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.04 | 0.97 | +0.06 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.45 | 0.70 | -0.25 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.59 | 0.78 | -0.19 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.51 | 0.76 | -0.25 |
Correlation
The correlation between FLPKX and FXAIX is 0.85, 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.
Dividends
FLPKX vs. FXAIX - Dividend Comparison
FLPKX's dividend yield for the trailing twelve months is around 13.21%, more than FXAIX's 1.16% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FLPKX Fidelity Low-Priced Stock Fund Class K | 13.21% | 13.34% | 16.33% | 18.41% | 9.55% | 12.20% | 11.24% | 8.23% | 13.58% | 7.46% | 4.95% | 4.08% |
FXAIX Fidelity 500 Index Fund | 1.16% | 1.11% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 2.06% | 2.72% | 1.97% | 2.52% | 2.83% |
Drawdowns
FLPKX vs. FXAIX - Drawdown Comparison
The maximum FLPKX drawdown since its inception was -51.34%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for FLPKX and FXAIX.
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Drawdown Indicators
| FLPKX | FXAIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.34% | -33.79% | -17.55% |
Max Drawdown (1Y)Largest decline over 1 year | -12.52% | -12.13% | -0.39% |
Max Drawdown (5Y)Largest decline over 5 years | -18.71% | -24.50% | +5.79% |
Max Drawdown (10Y)Largest decline over 10 years | -38.15% | -33.79% | -4.36% |
Current DrawdownCurrent decline from peak | -6.96% | -6.23% | -0.73% |
Average DrawdownAverage peak-to-trough decline | -6.53% | -3.83% | -2.70% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.06% | 2.53% | +0.53% |
Volatility
FLPKX vs. FXAIX - Volatility Comparison
The current volatility for Fidelity Low-Priced Stock Fund Class K (FLPKX) is 4.78%, while Fidelity 500 Index Fund (FXAIX) has a volatility of 5.34%. This indicates that FLPKX experiences smaller price fluctuations and is considered to be less risky than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FLPKX | FXAIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.78% | 5.34% | -0.56% |
Volatility (6M)Calculated over the trailing 6-month period | 9.32% | 9.53% | -0.21% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.89% | 18.32% | -1.43% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.23% | 16.92% | +0.31% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.35% | 18.05% | -0.70% |