FLPKX vs. VMCIX
Compare and contrast key facts about Fidelity Low-Priced Stock Fund Class K (FLPKX) and Vanguard Mid-Cap Index Fund Institutional Shares (VMCIX).
FLPKX is managed by T. Rowe Price. It was launched on May 9, 2008. VMCIX is managed by Vanguard. It was launched on May 21, 1998.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FLPKX or VMCIX.
Correlation
The correlation between FLPKX and VMCIX 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.
Performance
FLPKX vs. VMCIX - Performance Comparison
Key characteristics
FLPKX:
0.03
VMCIX:
1.90
FLPKX:
0.13
VMCIX:
2.58
FLPKX:
1.02
VMCIX:
1.33
FLPKX:
0.02
VMCIX:
2.64
FLPKX:
0.06
VMCIX:
9.13
FLPKX:
7.00%
VMCIX:
2.63%
FLPKX:
15.36%
VMCIX:
12.63%
FLPKX:
-50.13%
VMCIX:
-58.86%
FLPKX:
-24.11%
VMCIX:
-2.07%
Returns By Period
In the year-to-date period, FLPKX achieves a 3.88% return, which is significantly lower than VMCIX's 5.11% return. Over the past 10 years, FLPKX has underperformed VMCIX with an annualized return of 0.42%, while VMCIX has yielded a comparatively higher 10.14% annualized return.
FLPKX
3.88%
4.58%
-10.89%
-1.02%
-1.75%
0.42%
VMCIX
5.11%
3.94%
11.94%
22.16%
10.29%
10.14%
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FLPKX vs. VMCIX - Expense Ratio Comparison
FLPKX has a 0.74% expense ratio, which is higher than VMCIX's 0.04% expense ratio.
Risk-Adjusted Performance
FLPKX vs. VMCIX — Risk-Adjusted Performance Rank
FLPKX
VMCIX
FLPKX vs. VMCIX - 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 Institutional Shares (VMCIX). 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. VMCIX - Dividend Comparison
FLPKX's dividend yield for the trailing twelve months is around 2.10%, more than VMCIX's 1.42% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
VMCIX Vanguard Mid-Cap Index Fund Institutional Shares | 1.42% | 1.49% | 1.52% | 1.60% | 1.12% | 1.45% | 1.48% | 1.83% | 1.36% | 1.46% | 1.48% | 2.57% |
Drawdowns
FLPKX vs. VMCIX - Drawdown Comparison
The maximum FLPKX drawdown since its inception was -50.13%, smaller than the maximum VMCIX drawdown of -58.86%. Use the drawdown chart below to compare losses from any high point for FLPKX and VMCIX. For additional features, visit the drawdowns tool.
Volatility
FLPKX vs. VMCIX - Volatility Comparison
The current volatility for Fidelity Low-Priced Stock Fund Class K (FLPKX) is 4.34%, while Vanguard Mid-Cap Index Fund Institutional Shares (VMCIX) has a volatility of 5.19%. This indicates that FLPKX experiences smaller price fluctuations and is considered to be less risky than VMCIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.