FLPKX vs. VIMAX
Compare and contrast key facts about Fidelity Low-Priced Stock Fund Class K (FLPKX) and Vanguard Mid-Cap Index Fund Admiral Shares (VIMAX).
FLPKX is managed by T. Rowe Price. It was launched on May 9, 2008. VIMAX is managed by Vanguard. It was launched on Nov 12, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FLPKX or VIMAX.
Performance
FLPKX vs. VIMAX - Performance Comparison
Returns By Period
In the year-to-date period, FLPKX achieves a 10.46% return, which is significantly lower than VIMAX's 19.39% return. Over the past 10 years, FLPKX has underperformed VIMAX with an annualized return of 9.32%, while VIMAX has yielded a comparatively higher 10.01% annualized return.
FLPKX
10.46%
-1.78%
1.13%
18.83%
11.47%
9.32%
VIMAX
19.39%
1.58%
11.23%
29.77%
11.48%
10.01%
Key characteristics
| FLPKX | VIMAX | |
|---|---|---|
| Sharpe Ratio | 1.53 | 2.47 |
| Sortino Ratio | 2.16 | 3.39 |
| Omega Ratio | 1.27 | 1.43 |
| Calmar Ratio | 2.54 | 2.00 |
| Martin Ratio | 8.71 | 14.82 |
| Ulcer Index | 2.20% | 2.05% |
| Daily Std Dev | 12.56% | 12.31% |
| Max Drawdown | -50.24% | -58.88% |
| Current Drawdown | -3.06% | -1.45% |
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FLPKX vs. VIMAX - Expense Ratio Comparison
FLPKX has a 0.74% expense ratio, which is higher than VIMAX's 0.05% expense ratio.
Correlation
The correlation between FLPKX and VIMAX is 0.91, 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. VIMAX - 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 Mid-Cap Index Fund Admiral Shares (VIMAX). 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. VIMAX - Dividend Comparison
FLPKX's dividend yield for the trailing twelve months is around 2.23%, more than VIMAX's 1.46% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FLPKX Fidelity Low-Priced Stock Fund Class K | 2.23% | 2.11% | 1.28% | 1.63% | 1.85% | 1.86% | 2.06% | 1.55% | 1.30% | 5.31% | 7.13% | 7.66% |
VIMAX Vanguard Mid-Cap Index Fund Admiral Shares | 1.46% | 1.51% | 1.59% | 1.11% | 1.44% | 1.47% | 1.82% | 1.35% | 1.45% | 1.47% | 1.29% | 1.17% |
Drawdowns
FLPKX vs. VIMAX - Drawdown Comparison
The maximum FLPKX drawdown since its inception was -50.24%, smaller than the maximum VIMAX drawdown of -58.88%. Use the drawdown chart below to compare losses from any high point for FLPKX and VIMAX. For additional features, visit the drawdowns tool.
Volatility
FLPKX vs. VIMAX - Volatility Comparison
Fidelity Low-Priced Stock Fund Class K (FLPKX) and Vanguard Mid-Cap Index Fund Admiral Shares (VIMAX) have volatilities of 4.06% and 3.87%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.