FLPKX vs. VEIRX
Compare and contrast key facts about Fidelity Low-Priced Stock Fund Class K (FLPKX) and Vanguard Equity Income Fund Admiral Shares (VEIRX).
FLPKX is managed by T. Rowe Price. It was launched on May 9, 2008. VEIRX is managed by Vanguard. It was launched on Aug 13, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FLPKX or VEIRX.
Performance
FLPKX vs. VEIRX - Performance Comparison
Returns By Period
In the year-to-date period, FLPKX achieves a 12.66% return, which is significantly lower than VEIRX's 18.98% return. Over the past 10 years, FLPKX has outperformed VEIRX with an annualized return of 9.49%, while VEIRX has yielded a comparatively lower 6.70% annualized return.
FLPKX
12.66%
2.56%
3.81%
21.17%
11.81%
9.49%
VEIRX
18.98%
1.65%
11.06%
20.67%
7.62%
6.70%
Key characteristics
| FLPKX | VEIRX | |
|---|---|---|
| Sharpe Ratio | 1.68 | 1.85 |
| Sortino Ratio | 2.35 | 2.42 |
| Omega Ratio | 1.30 | 1.35 |
| Calmar Ratio | 2.81 | 2.33 |
| Martin Ratio | 9.55 | 8.72 |
| Ulcer Index | 2.22% | 2.41% |
| Daily Std Dev | 12.61% | 11.40% |
| Max Drawdown | -50.24% | -56.75% |
| Current Drawdown | -1.13% | -0.33% |
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FLPKX vs. VEIRX - Expense Ratio Comparison
FLPKX has a 0.74% expense ratio, which is higher than VEIRX's 0.19% expense ratio.
Correlation
The correlation between FLPKX and VEIRX is 0.88, 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.
Risk-Adjusted Performance
FLPKX vs. VEIRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Low-Priced Stock Fund Class K (FLPKX) and Vanguard Equity Income Fund Admiral Shares (VEIRX). 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
FLPKX vs. VEIRX - Dividend Comparison
FLPKX's dividend yield for the trailing twelve months is around 2.18%, less than VEIRX's 2.78% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FLPKX Fidelity Low-Priced Stock Fund Class K | 2.18% | 2.11% | 1.28% | 1.63% | 1.85% | 1.86% | 2.06% | 1.55% | 1.30% | 5.31% | 7.13% | 7.66% |
VEIRX Vanguard Equity Income Fund Admiral Shares | 2.78% | 3.03% | 3.03% | 2.49% | 2.70% | 2.71% | 3.25% | 2.54% | 2.83% | 3.05% | 2.78% | 2.60% |
Drawdowns
FLPKX vs. VEIRX - Drawdown Comparison
The maximum FLPKX drawdown since its inception was -50.24%, smaller than the maximum VEIRX drawdown of -56.75%. Use the drawdown chart below to compare losses from any high point for FLPKX and VEIRX. For additional features, visit the drawdowns tool.
Volatility
FLPKX vs. VEIRX - Volatility Comparison
Fidelity Low-Priced Stock Fund Class K (FLPKX) has a higher volatility of 4.19% compared to Vanguard Equity Income Fund Admiral Shares (VEIRX) at 3.71%. This indicates that FLPKX's price experiences larger fluctuations and is considered to be riskier than VEIRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.