FLPKX vs. VMVIX
Compare and contrast key facts about Fidelity Low-Priced Stock Fund Class K (FLPKX) and Vanguard Mid-Cap Value Index Fund (VMVIX).
FLPKX is managed by T. Rowe Price. It was launched on May 9, 2008. VMVIX is managed by Vanguard. It was launched on Aug 17, 2006.
Performance
FLPKX vs. VMVIX - Performance Comparison
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FLPKX vs. VMVIX - 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% |
VMVIX Vanguard Mid-Cap Value Index Fund | 4.48% | 11.22% | 13.48% | 10.00% | -8.00% | 28.60% | 2.33% | 27.85% | -12.57% | 16.91% |
Returns By Period
In the year-to-date period, FLPKX achieves a 0.97% return, which is significantly lower than VMVIX's 4.48% return. Both investments have delivered pretty close results over the past 10 years, with FLPKX having a 10.19% annualized return and VMVIX not far behind at 9.99%.
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%
VMVIX
- 1D
- 1.57%
- 1M
- -4.65%
- YTD
- 4.48%
- 6M
- 6.90%
- 1Y
- 16.96%
- 3Y*
- 13.36%
- 5Y*
- 8.35%
- 10Y*
- 9.99%
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FLPKX vs. VMVIX - Expense Ratio Comparison
FLPKX has a 0.74% expense ratio, which is higher than VMVIX's 0.19% expense ratio.
Return for Risk
FLPKX vs. VMVIX — Risk / Return Rank
FLPKX
VMVIX
FLPKX vs. VMVIX - 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 (VMVIX). 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 | VMVIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.04 | 1.05 | -0.01 |
Sortino ratioReturn per unit of downside risk | 1.54 | 1.53 | +0.01 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.22 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.24 | 1.46 | -0.22 |
Martin ratioReturn relative to average drawdown | 5.08 | 6.81 | -1.73 |
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 | VMVIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.04 | 1.05 | -0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.45 | 0.52 | -0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.59 | 0.53 | +0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.51 | 0.42 | +0.09 |
Correlation
The correlation between FLPKX and VMVIX is 0.93, 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. VMVIX - Dividend Comparison
FLPKX's dividend yield for the trailing twelve months is around 13.21%, more than VMVIX's 1.87% 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% |
VMVIX Vanguard Mid-Cap Value Index Fund | 1.87% | 1.42% | 1.99% | 2.15% | 2.15% | 1.67% | 2.26% | 1.95% | 2.60% | 1.75% | 1.81% | 1.91% |
Drawdowns
FLPKX vs. VMVIX - Drawdown Comparison
The maximum FLPKX drawdown since its inception was -51.34%, smaller than the maximum VMVIX drawdown of -61.61%. Use the drawdown chart below to compare losses from any high point for FLPKX and VMVIX.
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Drawdown Indicators
| FLPKX | VMVIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.34% | -61.61% | +10.27% |
Max Drawdown (1Y)Largest decline over 1 year | -12.52% | -12.43% | -0.09% |
Max Drawdown (5Y)Largest decline over 5 years | -18.71% | -19.81% | +1.10% |
Max Drawdown (10Y)Largest decline over 10 years | -38.15% | -43.08% | +4.93% |
Current DrawdownCurrent decline from peak | -6.96% | -4.73% | -2.23% |
Average DrawdownAverage peak-to-trough decline | -6.53% | -8.52% | +1.99% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.06% | 2.67% | +0.39% |
Volatility
FLPKX vs. VMVIX - 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 (VMVIX) at 4.25%. This indicates that FLPKX's price experiences larger fluctuations and is considered to be riskier than VMVIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FLPKX | VMVIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.78% | 4.25% | +0.53% |
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% | 16.10% | +1.13% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.35% | 18.80% | -1.45% |