FLPKX vs. SWSSX
Compare and contrast key facts about Fidelity Low-Priced Stock Fund Class K (FLPKX) and Schwab Small-Cap Index Fund-Select Shares (SWSSX).
FLPKX is managed by T. Rowe Price. It was launched on May 9, 2008. SWSSX is a passively managed fund by Charles Schwab that tracks the performance of the Russell 2000 Index. It was launched on May 19, 1997.
Performance
FLPKX vs. SWSSX - Performance Comparison
Loading graphics...
FLPKX vs. SWSSX - 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% |
SWSSX Schwab Small-Cap Index Fund-Select Shares | 0.90% | 12.88% | 11.57% | 17.07% | -20.43% | 14.77% | 20.12% | 25.63% | -11.19% | 14.76% |
Returns By Period
In the year-to-date period, FLPKX achieves a 0.97% return, which is significantly higher than SWSSX's 0.90% return. Both investments have delivered pretty close results over the past 10 years, with FLPKX having a 10.19% annualized return and SWSSX not far behind at 9.87%.
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%
SWSSX
- 1D
- 3.48%
- 1M
- -5.84%
- YTD
- 0.90%
- 6M
- 2.87%
- 1Y
- 25.74%
- 3Y*
- 13.11%
- 5Y*
- 3.50%
- 10Y*
- 9.87%
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. SWSSX - Expense Ratio Comparison
FLPKX has a 0.74% expense ratio, which is higher than SWSSX's 0.04% expense ratio.
Return for Risk
FLPKX vs. SWSSX — Risk / Return Rank
FLPKX
SWSSX
FLPKX vs. SWSSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Low-Priced Stock Fund Class K (FLPKX) and Schwab Small-Cap Index Fund-Select Shares (SWSSX). 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 | SWSSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.04 | 1.11 | -0.07 |
Sortino ratioReturn per unit of downside risk | 1.54 | 1.66 | -0.12 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.21 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.24 | 1.81 | -0.57 |
Martin ratioReturn relative to average drawdown | 5.08 | 6.78 | -1.70 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| FLPKX | SWSSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.04 | 1.11 | -0.07 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.45 | 0.16 | +0.30 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.59 | 0.41 | +0.18 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.51 | 0.34 | +0.17 |
Correlation
The correlation between FLPKX and SWSSX is 0.90, 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. SWSSX - Dividend Comparison
FLPKX's dividend yield for the trailing twelve months is around 13.21%, more than SWSSX's 1.28% 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% |
SWSSX Schwab Small-Cap Index Fund-Select Shares | 1.28% | 1.29% | 1.66% | 1.49% | 1.32% | 8.88% | 2.55% | 6.12% | 10.45% | 5.22% | 4.10% | 6.92% |
Drawdowns
FLPKX vs. SWSSX - Drawdown Comparison
The maximum FLPKX drawdown since its inception was -51.34%, smaller than the maximum SWSSX drawdown of -60.34%. Use the drawdown chart below to compare losses from any high point for FLPKX and SWSSX.
Loading graphics...
Drawdown Indicators
| FLPKX | SWSSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.34% | -60.34% | +9.00% |
Max Drawdown (1Y)Largest decline over 1 year | -12.52% | -13.90% | +1.38% |
Max Drawdown (5Y)Largest decline over 5 years | -18.71% | -31.93% | +13.22% |
Max Drawdown (10Y)Largest decline over 10 years | -38.15% | -41.81% | +3.66% |
Current DrawdownCurrent decline from peak | -6.96% | -7.91% | +0.95% |
Average DrawdownAverage peak-to-trough decline | -6.53% | -10.78% | +4.25% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.06% | 3.71% | -0.65% |
Volatility
FLPKX vs. SWSSX - Volatility Comparison
The current volatility for Fidelity Low-Priced Stock Fund Class K (FLPKX) is 4.78%, while Schwab Small-Cap Index Fund-Select Shares (SWSSX) has a volatility of 7.53%. This indicates that FLPKX experiences smaller price fluctuations and is considered to be less risky than SWSSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| FLPKX | SWSSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.78% | 7.53% | -2.75% |
Volatility (6M)Calculated over the trailing 6-month period | 9.32% | 14.53% | -5.21% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.89% | 23.31% | -6.42% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.23% | 22.62% | -5.39% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.35% | 24.05% | -6.70% |