FLPKX vs. VWNAX
Compare and contrast key facts about Fidelity Low-Priced Stock Fund Class K (FLPKX) and Vanguard Windsor II Fund Admiral Shares (VWNAX).
FLPKX is managed by T. Rowe Price. It was launched on May 9, 2008. VWNAX is managed by Vanguard. It was launched on May 14, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FLPKX or VWNAX.
Key characteristics
| FLPKX | VWNAX | |
|---|---|---|
| YTD Return | 13.95% | 18.77% |
| 1Y Return | 26.82% | 30.47% |
| 3Y Return (Ann) | 7.17% | 7.89% |
| 5Y Return (Ann) | 12.31% | 13.89% |
| 10Y Return (Ann) | 9.79% | 11.00% |
| Sharpe Ratio | 2.19 | 2.96 |
| Sortino Ratio | 3.05 | 3.97 |
| Omega Ratio | 1.39 | 1.56 |
| Calmar Ratio | 3.71 | 4.75 |
| Martin Ratio | 12.89 | 20.20 |
| Ulcer Index | 2.17% | 1.60% |
| Daily Std Dev | 12.77% | 10.88% |
| Max Drawdown | -50.24% | -57.51% |
| Current Drawdown | 0.00% | 0.00% |
Correlation
The correlation between FLPKX and VWNAX 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. VWNAX - Performance Comparison
In the year-to-date period, FLPKX achieves a 13.95% return, which is significantly lower than VWNAX's 18.77% return. Over the past 10 years, FLPKX has underperformed VWNAX with an annualized return of 9.79%, while VWNAX has yielded a comparatively higher 11.00% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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FLPKX vs. VWNAX - Expense Ratio Comparison
FLPKX has a 0.74% expense ratio, which is higher than VWNAX's 0.26% expense ratio.
Risk-Adjusted Performance
FLPKX vs. VWNAX - 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 Windsor II Fund Admiral Shares (VWNAX). 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. VWNAX - Dividend Comparison
FLPKX's dividend yield for the trailing twelve months is around 2.16%, more than VWNAX's 1.60% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FLPKX Fidelity Low-Priced Stock Fund Class K | 2.16% | 2.11% | 1.28% | 1.63% | 1.85% | 1.86% | 2.06% | 1.55% | 1.30% | 5.31% | 7.13% | 7.66% |
VWNAX Vanguard Windsor II Fund Admiral Shares | 1.60% | 1.72% | 1.70% | 1.26% | 1.38% | 2.20% | 2.70% | 2.09% | 2.57% | 2.49% | 2.42% | 2.08% |
Drawdowns
FLPKX vs. VWNAX - Drawdown Comparison
The maximum FLPKX drawdown since its inception was -50.24%, smaller than the maximum VWNAX drawdown of -57.51%. Use the drawdown chart below to compare losses from any high point for FLPKX and VWNAX. For additional features, visit the drawdowns tool.
Volatility
FLPKX vs. VWNAX - Volatility Comparison
Fidelity Low-Priced Stock Fund Class K (FLPKX) has a higher volatility of 4.09% compared to Vanguard Windsor II Fund Admiral Shares (VWNAX) at 3.43%. This indicates that FLPKX's price experiences larger fluctuations and is considered to be riskier than VWNAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.