FLPSX vs. HWMIX
Compare and contrast key facts about Fidelity Low-Priced Stock Fund (FLPSX) and Hotchkis & Wiley Mid-Cap Value Fund (HWMIX).
FLPSX is managed by Fidelity. It was launched on Dec 27, 1989. HWMIX is managed by Hotchkis & Wiley. It was launched on Jan 2, 1997.
Performance
FLPSX vs. HWMIX - Performance Comparison
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FLPSX vs. HWMIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FLPSX Fidelity Low-Priced Stock Fund | 0.95% | 14.69% | 7.23% | 14.41% | -5.69% | 24.46% | 9.34% | 25.75% | -10.80% | 18.88% |
HWMIX Hotchkis & Wiley Mid-Cap Value Fund | 6.74% | 7.87% | 3.62% | 19.87% | 1.63% | 39.18% | 0.49% | 12.97% | -19.32% | 7.69% |
Returns By Period
In the year-to-date period, FLPSX achieves a 0.95% return, which is significantly lower than HWMIX's 6.74% return. Over the past 10 years, FLPSX has outperformed HWMIX with an annualized return of 10.11%, while HWMIX has yielded a comparatively lower 9.08% annualized return.
FLPSX
- 1D
- 2.01%
- 1M
- -6.01%
- YTD
- 0.95%
- 6M
- 2.41%
- 1Y
- 16.95%
- 3Y*
- 11.99%
- 5Y*
- 7.70%
- 10Y*
- 10.11%
HWMIX
- 1D
- 1.52%
- 1M
- -2.06%
- YTD
- 6.74%
- 6M
- 8.96%
- 1Y
- 22.13%
- 3Y*
- 12.01%
- 5Y*
- 9.76%
- 10Y*
- 9.08%
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FLPSX vs. HWMIX - Expense Ratio Comparison
FLPSX has a 0.82% expense ratio, which is lower than HWMIX's 1.01% expense ratio.
Return for Risk
FLPSX vs. HWMIX — Risk / Return Rank
FLPSX
HWMIX
FLPSX vs. HWMIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Low-Priced Stock Fund (FLPSX) and Hotchkis & Wiley Mid-Cap Value Fund (HWMIX). 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.
| FLPSX | HWMIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.03 | 0.93 | +0.11 |
Sortino ratioReturn per unit of downside risk | 1.54 | 1.41 | +0.12 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.21 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.36 | 1.35 | +0.01 |
Martin ratioReturn relative to average drawdown | 5.57 | 5.49 | +0.08 |
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
| FLPSX | HWMIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.03 | 0.93 | +0.11 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.45 | 0.44 | +0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.59 | 0.36 | +0.23 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.83 | 0.47 | +0.36 |
Correlation
The correlation between FLPSX and HWMIX 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.
Dividends
FLPSX vs. HWMIX - Dividend Comparison
FLPSX's dividend yield for the trailing twelve months is around 13.16%, more than HWMIX's 1.31% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FLPSX Fidelity Low-Priced Stock Fund | 13.16% | 13.28% | 16.24% | 18.29% | 9.45% | 12.11% | 11.14% | 8.14% | 13.45% | 7.45% | 4.85% | 4.04% |
HWMIX Hotchkis & Wiley Mid-Cap Value Fund | 1.31% | 1.39% | 1.15% | 0.28% | 0.49% | 1.28% | 2.25% | 1.60% | 2.99% | 6.72% | 1.53% | 14.67% |
Drawdowns
FLPSX vs. HWMIX - Drawdown Comparison
The maximum FLPSX drawdown since its inception was -54.81%, smaller than the maximum HWMIX drawdown of -69.84%. Use the drawdown chart below to compare losses from any high point for FLPSX and HWMIX.
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Drawdown Indicators
| FLPSX | HWMIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.81% | -69.84% | +15.03% |
Max Drawdown (1Y)Largest decline over 1 year | -12.50% | -16.87% | +4.37% |
Max Drawdown (5Y)Largest decline over 5 years | -18.76% | -25.90% | +7.14% |
Max Drawdown (10Y)Largest decline over 10 years | -38.16% | -63.21% | +25.05% |
Current DrawdownCurrent decline from peak | -6.97% | -3.32% | -3.65% |
Average DrawdownAverage peak-to-trough decline | -5.68% | -10.89% | +5.21% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.06% | 4.15% | -1.09% |
Volatility
FLPSX vs. HWMIX - Volatility Comparison
Fidelity Low-Priced Stock Fund (FLPSX) has a higher volatility of 4.78% compared to Hotchkis & Wiley Mid-Cap Value Fund (HWMIX) at 4.30%. This indicates that FLPSX's price experiences larger fluctuations and is considered to be riskier than HWMIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FLPSX | HWMIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.78% | 4.30% | +0.48% |
Volatility (6M)Calculated over the trailing 6-month period | 9.31% | 12.42% | -3.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.84% | 23.86% | -7.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.20% | 22.34% | -5.14% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.33% | 25.62% | -8.29% |