FLPSX vs. FZROX
Compare and contrast key facts about Fidelity Low-Priced Stock Fund (FLPSX) and Fidelity ZERO Total Market Index Fund (FZROX).
FLPSX is managed by T. Rowe Price. It was launched on Dec 27, 1989. FZROX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FLPSX or FZROX.
Performance
FLPSX vs. FZROX - Performance Comparison
Returns By Period
In the year-to-date period, FLPSX achieves a 10.41% return, which is significantly lower than FZROX's 23.71% return.
FLPSX
10.41%
-1.75%
0.93%
19.14%
11.30%
9.26%
FZROX
23.71%
0.49%
11.44%
32.08%
14.79%
N/A
Key characteristics
| FLPSX | FZROX | |
|---|---|---|
| Sharpe Ratio | 1.54 | 2.57 |
| Sortino Ratio | 2.18 | 3.44 |
| Omega Ratio | 1.27 | 1.47 |
| Calmar Ratio | 2.58 | 3.77 |
| Martin Ratio | 8.87 | 16.47 |
| Ulcer Index | 2.19% | 1.96% |
| Daily Std Dev | 12.58% | 12.58% |
| Max Drawdown | -52.95% | -34.96% |
| Current Drawdown | -3.04% | -2.42% |
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FLPSX vs. FZROX - Expense Ratio Comparison
FLPSX has a 0.82% expense ratio, which is higher than FZROX's 0.00% expense ratio.
Correlation
The correlation between FLPSX and FZROX is 0.85, 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.
Risk-Adjusted Performance
FLPSX vs. FZROX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Low-Priced Stock Fund (FLPSX) and Fidelity ZERO Total Market Index Fund (FZROX). 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. FZROX - Dividend Comparison
FLPSX's dividend yield for the trailing twelve months is around 2.15%, more than FZROX's 1.10% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FLPSX Fidelity Low-Priced Stock Fund | 2.15% | 2.02% | 1.20% | 1.54% | 1.77% | 1.77% | 1.94% | 1.45% | 1.20% | 5.15% | 6.91% | 7.46% |
FZROX Fidelity ZERO Total Market Index Fund | 1.10% | 1.36% | 1.57% | 1.08% | 1.27% | 1.45% | 0.63% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FLPSX vs. FZROX - Drawdown Comparison
The maximum FLPSX drawdown since its inception was -52.95%, which is greater than FZROX's maximum drawdown of -34.96%. Use the drawdown chart below to compare losses from any high point for FLPSX and FZROX. For additional features, visit the drawdowns tool.
Volatility
FLPSX vs. FZROX - Volatility Comparison
Fidelity Low-Priced Stock Fund (FLPSX) and Fidelity ZERO Total Market Index Fund (FZROX) have volatilities of 4.21% and 4.25%, 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.