FLPSX vs. NAMAX

Last updated Aug 1, 2026

FLPSX (Fidelity Low-Priced Stock Fund) and NAMAX (Columbia Select Mid Cap Value Fund) are both Mid Cap Value Equities funds. Over the past 10 years, FLPSX returned 11.35%/yr vs 11.45%/yr for NAMAX. Their correlation of 0.93 means they have usually moved in the same direction. FLPSX charges 0.87%/yr vs 0.88%/yr for NAMAX.

Performance

FLPSX vs. NAMAX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Low-Priced Stock Fund (FLPSX) and Columbia Select Mid Cap Value Fund (NAMAX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, FLPSX achieves a 15.72% return, which is significantly lower than NAMAX's 25.51% return. Both investments have delivered pretty close results over the past 10 years, with FLPSX having a 11.35% annualized return and NAMAX not far ahead at 11.45%.

FLPSX

• 1D: 0.65%
• 1M: 2.96%
• 6M: 10.75%
• YTD: 15.72%
• 1Y: 25.13%
• 3Y*: 14.64%
• 5Y*: 9.87%
• 10Y*: 11.35%
• ALL TIME*: 12.96%

NAMAX

• 1D: 0.00%
• 1M: 1.47%
• 6M: 19.86%
• YTD: 25.51%
• 1Y: 37.74%
• 3Y*: 18.16%
• 5Y*: 12.37%
• 10Y*: 11.45%
• ALL TIME*: 10.10%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
FLPSX Fidelity Low-Priced Stock Fund	$0.00	$0.00	$0.00
NAMAX Columbia Select Mid Cap Value Fund	$0.00	$0.00	$0.00

FLPSX vs. NAMAX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
FLPSX Fidelity Low-Priced Stock Fund	15.72%	14.69%	7.23%	14.41%	-5.69%	24.46%	9.34%	25.75%	-10.80%	18.88%
NAMAX Columbia Select Mid Cap Value Fund	25.51%	13.77%	13.14%	9.65%	-9.33%	32.28%	6.90%	31.56%	-18.46%	13.71%

Correlation

The correlation between FLPSX and NAMAX is 0.87, meaning they have usually moved in the same direction, including during past declines.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.87
Correlation (3Y) Balances recent behavior with more history.	0.90
Correlation (5Y) Shows whether the relationship held over a longer period.	0.92
Correlation (10Y) Provides a long-term view across more market conditions.	0.91
Correlation (All Time) Calculated using the full available price history since Nov 20, 2001	0.93

The correlation between FLPSX and NAMAX has been stable across timeframes, ranging from 0.87 to 0.93 - a consistent structural relationship.

Return for Risk

FLPSX vs. NAMAX — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

FLPSX

FLPSX Risk / Return Rank: 77
FLPSX Sharpe Ratio Rank: 78
FLPSX Sortino Ratio Rank: 79
FLPSX Omega Ratio Rank: 75
FLPSX Calmar Ratio Rank: 79
FLPSX Martin Ratio Rank: 75

NAMAX

NAMAX Risk / Return Rank: 92
NAMAX Sharpe Ratio Rank: 94
NAMAX Sortino Ratio Rank: 91
NAMAX Omega Ratio Rank: 86
NAMAX Calmar Ratio Rank: 95
NAMAX Martin Ratio Rank: 96

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

FLPSX vs. NAMAX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Low-Priced Stock Fund (FLPSX) and Columbia Select Mid Cap Value Fund (NAMAX). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	FLPSX	NAMAX	Difference
Sharpe ratio: Return per unit of total volatility	1.80	2.49	-0.69
Sortino ratio: Return per unit of downside risk	2.65	3.51	-0.87
Omega ratio: Gain probability vs. loss probability	1.32	1.43	-0.11
Calmar ratio: Return relative to maximum drawdown	2.53	4.14	-1.61
Martin ratio: Return relative to average drawdown	8.80	16.48	-7.68

FLPSX vs. NAMAX - Sharpe Ratio Comparison

The current FLPSX Sharpe Ratio is 1.80, which is comparable to the NAMAX Sharpe Ratio of 2.49. The chart below compares the historical Sharpe Ratios of FLPSX and NAMAX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

FLPSX vs. NAMAX - Drawdown Comparison

The maximum FLPSX drawdown since its inception was -54.81%, smaller than the maximum NAMAX drawdown of -60.44%. Use the drawdown chart below to compare losses from any high point for FLPSX and NAMAX.

Drawdown Indicators

	FLPSX	NAMAX	Difference
Max Drawdown Largest peak-to-trough decline	-54.81%	-60.44%	+5.63%
Max Drawdown (1Y) Largest decline over 1 year	-8.87%	-8.49%	-0.38%
Max Drawdown (3Y) Largest decline over 3 years	-17.66%	-20.90%	+3.24%
Max Drawdown (5Y) Largest decline over 5 years	-18.76%	-20.90%	+2.14%
Max Drawdown (10Y) Largest decline over 10 years	-38.16%	-43.24%	+5.08%
Current Drawdown Current decline from peak	0.00%	-1.21%	+1.21%
Average Drawdown Average peak-to-trough decline	-5.64%	-8.45%	+2.81%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.55%	2.14%	+0.41%

Volatility

FLPSX vs. NAMAX - Volatility Comparison

Fidelity Low-Priced Stock Fund (FLPSX) and Columbia Select Mid Cap Value Fund (NAMAX) have volatilities of 2.82% and 2.90%, 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.

Volatility by Period

	FLPSX	NAMAX	Difference
Volatility (1M) Calculated over the trailing 1-month period	2.82%	2.90%	-0.08%
Volatility (6M) Calculated over the trailing 6-month period	9.00%	10.79%	-1.79%
Volatility (1Y) Calculated over the trailing 1-year period	12.53%	14.17%	-1.64%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	17.13%	17.97%	-0.84%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	17.26%	20.00%	-2.74%

FLPSX vs. NAMAX - Expense Ratio Comparison

FLPSX has a 0.87% expense ratio, which is lower than NAMAX's 0.88% expense ratio.

Dividends

FLPSX vs. NAMAX - Dividend Comparison

FLPSX's dividend yield for the trailing twelve months is around 11.48%, more than NAMAX's 5.94% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
FLPSX Fidelity Low-Priced Stock Fund	11.48%	13.28%	16.24%	18.29%	9.45%	12.11%	11.14%	8.14%	13.45%	7.45%	4.85%	4.04%
NAMAX Columbia Select Mid Cap Value Fund	5.94%	6.71%	7.07%	0.74%	6.39%	8.99%	3.22%	3.38%	27.38%	21.08%	8.07%	17.05%

Frequently Asked Questions

Can I hold both FLPSX and NAMAX in my portfolio?

FLPSX and NAMAX have a correlation of 0.87, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, FLPSX or NAMAX?

NAMAX has higher volatility (2.90%) compared to FLPSX (2.82%). In terms of maximum drawdown, FLPSX dropped -54.81% vs NAMAX's -60.44%.

Which has better risk-adjusted returns?

NAMAX currently has the higher Sharpe Ratio (2.49 vs 1.80), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.