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

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.


-0.50.00.51.00.9

Performance

FLPKX vs. VEIRX - Performance Comparison

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

-15.00%-10.00%-5.00%0.00%5.00%10.00%AugustSeptemberOctoberNovemberDecember2025
-10.48%
9.12%
FLPKX
VEIRX

Key characteristics

Sharpe Ratio

FLPKX:

-0.09

VEIRX:

2.01

Sortino Ratio

FLPKX:

-0.01

VEIRX:

2.76

Omega Ratio

FLPKX:

1.00

VEIRX:

1.36

Calmar Ratio

FLPKX:

-0.05

VEIRX:

3.36

Martin Ratio

FLPKX:

-0.19

VEIRX:

10.13

Ulcer Index

FLPKX:

7.09%

VEIRX:

2.13%

Daily Std Dev

FLPKX:

15.35%

VEIRX:

10.75%

Max Drawdown

FLPKX:

-50.13%

VEIRX:

-56.75%

Current Drawdown

FLPKX:

-24.36%

VEIRX:

-0.60%

Returns By Period

In the year-to-date period, FLPKX achieves a 3.54% return, which is significantly lower than VEIRX's 4.51% return. Over the past 10 years, FLPKX has underperformed VEIRX with an annualized return of 0.36%, while VEIRX has yielded a comparatively higher 8.88% annualized return.


FLPKX

YTD

3.54%

1M

3.26%

6M

-10.48%

1Y

-1.26%

5Y*

-1.61%

10Y*

0.36%

VEIRX

YTD

4.51%

1M

3.60%

6M

9.12%

1Y

21.51%

5Y*

10.76%

10Y*

8.88%

*Annualized

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. VEIRX - Expense Ratio Comparison

FLPKX has a 0.74% expense ratio, which is higher than VEIRX's 0.19% 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 VEIRX: current value at 0.19% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.19%

Risk-Adjusted Performance

FLPKX vs. VEIRX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FLPKX
The Risk-Adjusted Performance Rank of FLPKX is 44
Overall Rank
The Sharpe Ratio Rank of FLPKX is 44
Sharpe Ratio Rank
The Sortino Ratio Rank of FLPKX is 44
Sortino Ratio Rank
The Omega Ratio Rank of FLPKX is 44
Omega Ratio Rank
The Calmar Ratio Rank of FLPKX is 44
Calmar Ratio Rank
The Martin Ratio Rank of FLPKX is 44
Martin Ratio Rank

VEIRX
The Risk-Adjusted Performance Rank of VEIRX is 8787
Overall Rank
The Sharpe Ratio Rank of VEIRX is 8787
Sharpe Ratio Rank
The Sortino Ratio Rank of VEIRX is 8686
Sortino Ratio Rank
The Omega Ratio Rank of VEIRX is 8585
Omega Ratio Rank
The Calmar Ratio Rank of VEIRX is 9191
Calmar Ratio Rank
The Martin Ratio Rank of VEIRX is 8686
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.


Sharpe ratio
The chart of Sharpe ratio for FLPKX, currently valued at -0.09, compared to the broader market-1.000.001.002.003.004.00-0.092.01
The chart of Sortino ratio for FLPKX, currently valued at -0.01, compared to the broader market0.005.0010.00-0.012.76
The chart of Omega ratio for FLPKX, currently valued at 1.00, compared to the broader market1.002.003.004.001.001.36
The chart of Calmar ratio for FLPKX, currently valued at -0.05, compared to the broader market0.005.0010.0015.0020.00-0.053.36
The chart of Martin ratio for FLPKX, currently valued at -0.19, compared to the broader market0.0020.0040.0060.0080.00100.00-0.1910.13
FLPKX
VEIRX

The current FLPKX Sharpe Ratio is -0.09, which is lower than the VEIRX Sharpe Ratio of 2.01. The chart below compares the historical Sharpe Ratios of FLPKX and VEIRX, 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 Ratio0.001.002.003.00AugustSeptemberOctoberNovemberDecember2025
-0.09
2.01
FLPKX
VEIRX

Dividends

FLPKX vs. VEIRX - Dividend Comparison

FLPKX's dividend yield for the trailing twelve months is around 2.10%, less than VEIRX's 9.41% yield.


TTM20242023202220212020201920182017201620152014
FLPKX
Fidelity Low-Priced Stock Fund Class K
2.10%2.18%2.11%1.28%1.63%1.85%1.86%2.06%1.55%1.30%5.31%7.13%
VEIRX
Vanguard Equity Income Fund Admiral Shares
9.41%9.83%7.96%8.79%7.71%2.86%2.71%3.25%2.54%2.83%3.05%2.78%

Drawdowns

FLPKX vs. VEIRX - Drawdown Comparison

The maximum FLPKX drawdown since its inception was -50.13%, 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.


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%AugustSeptemberOctoberNovemberDecember2025
-24.36%
-0.60%
FLPKX
VEIRX

Volatility

FLPKX vs. VEIRX - Volatility Comparison

Fidelity Low-Priced Stock Fund Class K (FLPKX) has a higher volatility of 3.32% compared to Vanguard Equity Income Fund Admiral Shares (VEIRX) at 3.07%. 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.


2.00%3.00%4.00%5.00%6.00%7.00%8.00%9.00%AugustSeptemberOctoberNovemberDecember2025
3.32%
3.07%
FLPKX
VEIRX
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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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