FLPKX vs. VMVAX
Compare and contrast key facts about Fidelity Low-Priced Stock Fund Class K (FLPKX) and Vanguard Mid-Cap Value Index Fund Admiral Shares (VMVAX).
FLPKX is managed by T. Rowe Price. It was launched on May 9, 2008. VMVAX is managed by Vanguard. It was launched on Sep 27, 2011.
Performance
FLPKX vs. VMVAX - Performance Comparison
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FLPKX vs. VMVAX - 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% |
VMVAX Vanguard Mid-Cap Value Index Fund Admiral Shares | 4.50% | 12.06% | 13.63% | 10.12% | -7.89% | 28.77% | 2.45% | 28.03% | -12.44% | 17.04% |
Returns By Period
In the year-to-date period, FLPKX achieves a 0.97% return, which is significantly lower than VMVAX's 4.50% return. Over a longer period, both investments have demonstrated similar performance, with their 10-year annualized returns being quite close: FLPKX at 10.19% and VMVAX at 10.19%.
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%
VMVAX
- 1D
- 1.57%
- 1M
- -4.65%
- YTD
- 4.50%
- 6M
- 6.96%
- 1Y
- 17.12%
- 3Y*
- 13.73%
- 5Y*
- 8.62%
- 10Y*
- 10.19%
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FLPKX vs. VMVAX - Expense Ratio Comparison
FLPKX has a 0.74% expense ratio, which is higher than VMVAX's 0.07% expense ratio.
Return for Risk
FLPKX vs. VMVAX — Risk / Return Rank
FLPKX
VMVAX
FLPKX vs. VMVAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Low-Priced Stock Fund Class K (FLPKX) and Vanguard Mid-Cap Value Index Fund Admiral Shares (VMVAX). 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 | VMVAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.04 | 1.06 | -0.02 |
Sortino ratioReturn per unit of downside risk | 1.54 | 1.54 | 0.00 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.22 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.24 | 1.47 | -0.23 |
Martin ratioReturn relative to average drawdown | 5.08 | 6.86 | -1.79 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FLPKX | VMVAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.04 | 1.06 | -0.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.45 | 0.54 | -0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.59 | 0.54 | +0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.51 | 0.68 | -0.17 |
Correlation
The correlation between FLPKX and VMVAX is 0.92, 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. VMVAX - Dividend Comparison
FLPKX's dividend yield for the trailing twelve months is around 13.21%, more than VMVAX's 1.99% 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% |
VMVAX Vanguard Mid-Cap Value Index Fund Admiral Shares | 1.99% | 2.10% | 2.11% | 2.26% | 2.27% | 1.78% | 2.36% | 2.08% | 2.75% | 1.86% | 1.91% | 2.04% |
Drawdowns
FLPKX vs. VMVAX - Drawdown Comparison
The maximum FLPKX drawdown since its inception was -51.34%, which is greater than VMVAX's maximum drawdown of -43.07%. Use the drawdown chart below to compare losses from any high point for FLPKX and VMVAX.
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Drawdown Indicators
| FLPKX | VMVAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.34% | -43.07% | -8.27% |
Max Drawdown (1Y)Largest decline over 1 year | -12.52% | -12.42% | -0.10% |
Max Drawdown (5Y)Largest decline over 5 years | -18.71% | -19.75% | +1.04% |
Max Drawdown (10Y)Largest decline over 10 years | -38.15% | -43.07% | +4.92% |
Current DrawdownCurrent decline from peak | -6.96% | -4.72% | -2.24% |
Average DrawdownAverage peak-to-trough decline | -6.53% | -4.41% | -2.12% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.06% | 2.67% | +0.39% |
Volatility
FLPKX vs. VMVAX - Volatility Comparison
Fidelity Low-Priced Stock Fund Class K (FLPKX) has a higher volatility of 4.78% compared to Vanguard Mid-Cap Value Index Fund Admiral Shares (VMVAX) at 4.24%. This indicates that FLPKX's price experiences larger fluctuations and is considered to be riskier than VMVAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FLPKX | VMVAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.78% | 4.24% | +0.54% |
Volatility (6M)Calculated over the trailing 6-month period | 9.32% | 8.75% | +0.57% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.89% | 16.36% | +0.53% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.23% | 16.09% | +1.14% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.35% | 18.80% | -1.45% |