FLPKX vs. RWIGX
Compare and contrast key facts about Fidelity Low-Priced Stock Fund Class K (FLPKX) and Capital World Growth and Income Fund Class R-6 (RWIGX).
FLPKX is managed by T. Rowe Price. It was launched on May 9, 2008. RWIGX is a passively managed fund by American Funds that tracks the performance of the MSCI All Country World Index (ACWI). It was launched on Mar 26, 1993.
Performance
FLPKX vs. RWIGX - Performance Comparison
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FLPKX vs. RWIGX - 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% |
RWIGX Capital World Growth and Income Fund Class R-6 | -1.24% | 25.09% | 14.21% | 20.87% | -17.02% | 15.11% | 15.71% | 25.94% | -10.32% | 24.95% |
Returns By Period
In the year-to-date period, FLPKX achieves a 0.97% return, which is significantly higher than RWIGX's -1.24% return. Over the past 10 years, FLPKX has underperformed RWIGX with an annualized return of 10.19%, while RWIGX has yielded a comparatively higher 11.00% 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%
RWIGX
- 1D
- 3.00%
- 1M
- -6.54%
- YTD
- -1.24%
- 6M
- 2.54%
- 1Y
- 22.83%
- 3Y*
- 17.06%
- 5Y*
- 9.02%
- 10Y*
- 11.00%
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FLPKX vs. RWIGX - Expense Ratio Comparison
FLPKX has a 0.74% expense ratio, which is higher than RWIGX's 0.41% expense ratio.
Return for Risk
FLPKX vs. RWIGX — Risk / Return Rank
FLPKX
RWIGX
FLPKX vs. RWIGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Low-Priced Stock Fund Class K (FLPKX) and Capital World Growth and Income Fund Class R-6 (RWIGX). 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 | RWIGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.04 | 1.48 | -0.44 |
Sortino ratioReturn per unit of downside risk | 1.54 | 2.12 | -0.58 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.30 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.24 | 2.10 | -0.86 |
Martin ratioReturn relative to average drawdown | 5.08 | 8.87 | -3.79 |
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 | RWIGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.04 | 1.48 | -0.44 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.45 | 0.60 | -0.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.59 | 0.69 | -0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.51 | 0.58 | -0.07 |
Correlation
The correlation between FLPKX and RWIGX is 0.86, 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. RWIGX - Dividend Comparison
FLPKX's dividend yield for the trailing twelve months is around 13.21%, more than RWIGX's 11.04% 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% |
RWIGX Capital World Growth and Income Fund Class R-6 | 11.04% | 10.86% | 8.23% | 3.44% | 2.45% | 7.16% | 1.53% | 2.90% | 7.37% | 6.94% | 5.60% | 4.04% |
Drawdowns
FLPKX vs. RWIGX - Drawdown Comparison
The maximum FLPKX drawdown since its inception was -51.34%, which is greater than RWIGX's maximum drawdown of -31.98%. Use the drawdown chart below to compare losses from any high point for FLPKX and RWIGX.
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Drawdown Indicators
| FLPKX | RWIGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.34% | -31.98% | -19.36% |
Max Drawdown (1Y)Largest decline over 1 year | -12.52% | -11.08% | -1.44% |
Max Drawdown (5Y)Largest decline over 5 years | -18.71% | -27.03% | +8.32% |
Max Drawdown (10Y)Largest decline over 10 years | -38.15% | -31.98% | -6.17% |
Current DrawdownCurrent decline from peak | -6.96% | -7.81% | +0.85% |
Average DrawdownAverage peak-to-trough decline | -6.53% | -5.19% | -1.34% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.06% | 2.63% | +0.43% |
Volatility
FLPKX vs. RWIGX - Volatility Comparison
The current volatility for Fidelity Low-Priced Stock Fund Class K (FLPKX) is 4.78%, while Capital World Growth and Income Fund Class R-6 (RWIGX) has a volatility of 6.25%. This indicates that FLPKX experiences smaller price fluctuations and is considered to be less risky than RWIGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FLPKX | RWIGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.78% | 6.25% | -1.47% |
Volatility (6M)Calculated over the trailing 6-month period | 9.32% | 10.48% | -1.16% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.89% | 16.01% | +0.88% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.23% | 15.04% | +2.19% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.35% | 15.97% | +1.38% |