FLPSX vs. TRMCX
Compare and contrast key facts about Fidelity Low-Priced Stock Fund (FLPSX) and T. Rowe Price Mid-Cap Value Fund (TRMCX).
FLPSX is managed by T. Rowe Price. It was launched on Dec 27, 1989. TRMCX is managed by T. Rowe Price. It was launched on Jun 28, 1996.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FLPSX or TRMCX.
Performance
FLPSX vs. TRMCX - Performance Comparison
Returns By Period
In the year-to-date period, FLPSX achieves a 10.41% return, which is significantly lower than TRMCX's 18.91% return. Over the past 10 years, FLPSX has underperformed TRMCX with an annualized return of 9.30%, while TRMCX has yielded a comparatively higher 10.37% annualized return.
FLPSX
10.41%
-1.82%
0.93%
20.21%
11.25%
9.30%
TRMCX
18.91%
0.19%
7.82%
34.34%
14.21%
10.37%
Key characteristics
| FLPSX | TRMCX | |
|---|---|---|
| Sharpe Ratio | 1.54 | 1.89 |
| Sortino Ratio | 2.18 | 2.72 |
| Omega Ratio | 1.27 | 1.39 |
| Calmar Ratio | 2.58 | 4.30 |
| Martin Ratio | 8.87 | 13.94 |
| Ulcer Index | 2.19% | 2.37% |
| Daily Std Dev | 12.58% | 17.47% |
| Max Drawdown | -52.95% | -55.28% |
| Current Drawdown | -3.04% | -2.50% |
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FLPSX vs. TRMCX - Expense Ratio Comparison
FLPSX has a 0.82% expense ratio, which is higher than TRMCX's 0.77% expense ratio.
Correlation
The correlation between FLPSX and TRMCX is 0.90, 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. TRMCX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Low-Priced Stock Fund (FLPSX) and T. Rowe Price Mid-Cap Value Fund (TRMCX). 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. TRMCX - Dividend Comparison
FLPSX's dividend yield for the trailing twelve months is around 2.15%, more than TRMCX's 0.96% 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% |
TRMCX T. Rowe Price Mid-Cap Value Fund | 0.96% | 1.14% | 0.89% | 1.01% | 1.01% | 1.47% | 1.23% | 1.09% | 0.93% | 1.36% | 1.08% | 0.73% |
Drawdowns
FLPSX vs. TRMCX - Drawdown Comparison
The maximum FLPSX drawdown since its inception was -52.95%, roughly equal to the maximum TRMCX drawdown of -55.28%. Use the drawdown chart below to compare losses from any high point for FLPSX and TRMCX. For additional features, visit the drawdowns tool.
Volatility
FLPSX vs. TRMCX - Volatility Comparison
Fidelity Low-Priced Stock Fund (FLPSX) has a higher volatility of 4.21% compared to T. Rowe Price Mid-Cap Value Fund (TRMCX) at 3.93%. This indicates that FLPSX's price experiences larger fluctuations and is considered to be riskier than TRMCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.