FLPSX vs. VDIGX
Compare and contrast key facts about Fidelity Low-Priced Stock Fund (FLPSX) and Vanguard Dividend Growth Fund (VDIGX).
FLPSX is managed by T. Rowe Price. It was launched on Dec 27, 1989. VDIGX is managed by Vanguard. It was launched on May 15, 1992.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FLPSX or VDIGX.
Performance
FLPSX vs. VDIGX - Performance Comparison
Returns By Period
In the year-to-date period, FLPSX achieves a 10.41% return, which is significantly lower than VDIGX's 11.34% return. Over the past 10 years, FLPSX has underperformed VDIGX with an annualized return of 9.26%, while VDIGX has yielded a comparatively higher 10.85% annualized return.
FLPSX
10.41%
-1.75%
0.93%
19.14%
11.30%
9.26%
VDIGX
11.34%
-3.24%
4.53%
17.68%
10.54%
10.85%
Key characteristics
| FLPSX | VDIGX | |
|---|---|---|
| Sharpe Ratio | 1.54 | 2.09 |
| Sortino Ratio | 2.18 | 2.86 |
| Omega Ratio | 1.27 | 1.37 |
| Calmar Ratio | 2.58 | 3.80 |
| Martin Ratio | 8.87 | 11.19 |
| Ulcer Index | 2.19% | 1.63% |
| Daily Std Dev | 12.58% | 8.72% |
| Max Drawdown | -52.95% | -45.23% |
| Current Drawdown | -3.04% | -3.65% |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FLPSX vs. VDIGX - Expense Ratio Comparison
FLPSX has a 0.82% expense ratio, which is higher than VDIGX's 0.27% expense ratio.
Correlation
The correlation between FLPSX and VDIGX is 0.72, 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. VDIGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Low-Priced Stock Fund (FLPSX) and Vanguard Dividend Growth Fund (VDIGX). 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. VDIGX - Dividend Comparison
FLPSX's dividend yield for the trailing twelve months is around 2.15%, more than VDIGX's 1.65% 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% |
VDIGX Vanguard Dividend Growth Fund | 1.65% | 1.69% | 1.67% | 1.46% | 1.62% | 1.72% | 2.15% | 1.92% | 1.92% | 1.93% | 1.91% | 1.80% |
Drawdowns
FLPSX vs. VDIGX - Drawdown Comparison
The maximum FLPSX drawdown since its inception was -52.95%, which is greater than VDIGX's maximum drawdown of -45.23%. Use the drawdown chart below to compare losses from any high point for FLPSX and VDIGX. For additional features, visit the drawdowns tool.
Volatility
FLPSX vs. VDIGX - Volatility Comparison
Fidelity Low-Priced Stock Fund (FLPSX) has a higher volatility of 4.21% compared to Vanguard Dividend Growth Fund (VDIGX) at 2.49%. This indicates that FLPSX's price experiences larger fluctuations and is considered to be riskier than VDIGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.