FLPSX vs. FMCSX
Compare and contrast key facts about Fidelity Low-Priced Stock Fund (FLPSX) and Fidelity Mid-Cap Stock Fund (FMCSX).
FLPSX is managed by T. Rowe Price. It was launched on Dec 27, 1989. FMCSX is managed by Fidelity. It was launched on Mar 29, 1994.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FLPSX or FMCSX.
Key characteristics
| FLPSX | FMCSX | |
|---|---|---|
| YTD Return | 9.65% | 14.00% |
| 1Y Return | 25.09% | 31.39% |
| 3Y Return (Ann) | 6.89% | 6.84% |
| 5Y Return (Ann) | 11.69% | 12.04% |
| 10Y Return (Ann) | 9.29% | 9.94% |
| Sharpe Ratio | 2.05 | 2.36 |
| Sortino Ratio | 2.84 | 3.30 |
| Omega Ratio | 1.36 | 1.41 |
| Calmar Ratio | 3.42 | 2.71 |
| Martin Ratio | 12.03 | 12.77 |
| Ulcer Index | 2.14% | 2.54% |
| Daily Std Dev | 12.58% | 13.75% |
| Max Drawdown | -52.95% | -62.17% |
| Current Drawdown | -2.49% | -1.97% |
Correlation
The correlation between FLPSX and FMCSX is 0.88, 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
FLPSX vs. FMCSX - Performance Comparison
In the year-to-date period, FLPSX achieves a 9.65% return, which is significantly lower than FMCSX's 14.00% return. Over the past 10 years, FLPSX has underperformed FMCSX with an annualized return of 9.29%, while FMCSX has yielded a comparatively higher 9.94% 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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FLPSX vs. FMCSX - Expense Ratio Comparison
FLPSX has a 0.82% expense ratio, which is lower than FMCSX's 0.85% expense ratio.
Risk-Adjusted Performance
FLPSX vs. FMCSX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Low-Priced Stock Fund (FLPSX) and Fidelity Mid-Cap Stock Fund (FMCSX). 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
FLPSX vs. FMCSX - Dividend Comparison
FLPSX's dividend yield for the trailing twelve months is around 14.89%, more than FMCSX's 7.29% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FLPSX Fidelity Low-Priced Stock Fund | 14.89% | 18.29% | 9.45% | 12.11% | 11.14% | 8.14% | 13.45% | 8.91% | 4.85% | 5.15% | 6.91% | 7.46% |
FMCSX Fidelity Mid-Cap Stock Fund | 7.29% | 2.60% | 5.44% | 12.80% | 6.72% | 6.63% | 18.59% | 7.23% | 8.25% | 9.86% | 10.28% | 3.30% |
Drawdowns
FLPSX vs. FMCSX - Drawdown Comparison
The maximum FLPSX drawdown since its inception was -52.95%, smaller than the maximum FMCSX drawdown of -62.17%. Use the drawdown chart below to compare losses from any high point for FLPSX and FMCSX. For additional features, visit the drawdowns tool.
Volatility
FLPSX vs. FMCSX - Volatility Comparison
Fidelity Low-Priced Stock Fund (FLPSX) and Fidelity Mid-Cap Stock Fund (FMCSX) have volatilities of 2.96% and 2.96%, 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.