FLUIX vs. LSVVX

Last updated Aug 1, 2026

FLUIX (Fidelity Advisor Stock Selector Large Cap Value Fund Class I) and LSVVX (LSV Conservative Value Equity Fund) are both Large Cap Value Equities funds. Over the past 10 years, FLUIX returned 11.59%/yr vs 11.12%/yr for LSVVX. Their 0.97 correlation means they have historically moved very closely together. FLUIX charges 0.75%/yr vs 0.35%/yr for LSVVX.

Performance

FLUIX vs. LSVVX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Advisor Stock Selector Large Cap Value Fund Class I (FLUIX) and LSV Conservative Value Equity Fund (LSVVX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, FLUIX achieves a 13.80% return, which is significantly lower than LSVVX's 20.59% return. Both investments have delivered pretty close results over the past 10 years, with FLUIX having a 11.59% annualized return and LSVVX not far behind at 11.12%.

FLUIX

• 1D: 0.43%
• 1M: 2.37%
• 6M: 10.30%
• YTD: 13.80%
• 1Y: 26.25%
• 3Y*: 17.32%
• 5Y*: 12.03%
• 10Y*: 11.59%
• ALL TIME*: 8.16%

LSVVX

• 1D: 0.18%
• 1M: 3.40%
• 6M: 16.55%
• YTD: 20.59%
• 1Y: 39.09%
• 3Y*: 15.66%
• 5Y*: 11.24%
• 10Y*: 11.12%
• ALL TIME*: 7.18%

*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)
FLUIX Fidelity Advisor Stock Selector Large Cap Value Fund Class I	$0.00	$0.00	$0.00
LSVVX LSV Conservative Value Equity Fund	$0.00	$0.00	$0.00

FLUIX vs. LSVVX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
FLUIX Fidelity Advisor Stock Selector Large Cap Value Fund Class I	13.80%	15.98%	17.27%	14.45%	-5.51%	25.71%	4.10%	24.61%	-9.31%	12.26%
LSVVX LSV Conservative Value Equity Fund	20.59%	19.63%	3.97%	12.19%	-4.02%	28.57%	-3.46%	25.29%	-11.10%	16.18%

Correlation

The correlation between FLUIX and LSVVX is 0.93, 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.	0.93
Correlation (3Y) Balances recent behavior with more history.	0.95
Correlation (5Y) Shows whether the relationship held over a longer period.	0.96
Correlation (10Y) Provides a long-term view across more market conditions.	0.97
Correlation (All Time) Calculated using the full available price history since Apr 2, 2007	0.97

The correlation between FLUIX and LSVVX has been stable across timeframes, ranging from 0.93 to 0.97 - a consistent structural relationship.

Return for Risk

FLUIX vs. LSVVX — Risk / Return Rank

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

FLUIX

FLUIX Risk / Return Rank: 88
FLUIX Sharpe Ratio Rank: 88
FLUIX Sortino Ratio Rank: 86
FLUIX Omega Ratio Rank: 82
FLUIX Calmar Ratio Rank: 89
FLUIX Martin Ratio Rank: 93

LSVVX

LSVVX Risk / Return Rank: 97
LSVVX Sharpe Ratio Rank: 98
LSVVX Sortino Ratio Rank: 97
LSVVX Omega Ratio Rank: 95
LSVVX Calmar Ratio Rank: 98
LSVVX Martin Ratio Rank: 98

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.

FLUIX vs. LSVVX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Stock Selector Large Cap Value Fund Class I (FLUIX) and LSV Conservative Value Equity Fund (LSVVX). 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.

	FLUIX	LSVVX	Difference
Sharpe ratio: Return per unit of total volatility	2.20	3.24	-1.05
Sortino ratio: Return per unit of downside risk	3.16	4.60	-1.44
Omega ratio: Gain probability vs. loss probability	1.39	1.59	-0.20
Calmar ratio: Return relative to maximum drawdown	3.37	5.83	-2.46
Martin ratio: Return relative to average drawdown	13.98	23.09	-9.11

FLUIX vs. LSVVX - Sharpe Ratio Comparison

The current FLUIX Sharpe Ratio is 2.20, which is lower than the LSVVX Sharpe Ratio of 3.24. The chart below compares the historical Sharpe Ratios of FLUIX and LSVVX, 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

FLUIX vs. LSVVX - Drawdown Comparison

The maximum FLUIX drawdown since its inception was -58.86%, roughly equal to the maximum LSVVX drawdown of -61.62%. Use the drawdown chart below to compare losses from any high point for FLUIX and LSVVX.

Drawdown Indicators

	FLUIX	LSVVX	Difference
Max Drawdown Largest peak-to-trough decline	-58.86%	-61.62%	+2.76%
Max Drawdown (1Y) Largest decline over 1 year	-7.04%	-6.23%	-0.81%
Max Drawdown (3Y) Largest decline over 3 years	-15.61%	-24.61%	+9.00%
Max Drawdown (5Y) Largest decline over 5 years	-19.33%	-24.61%	+5.28%
Max Drawdown (10Y) Largest decline over 10 years	-39.73%	-40.61%	+0.88%
Current Drawdown Current decline from peak	-0.77%	-0.76%	-0.01%
Average Drawdown Average peak-to-trough decline	-9.39%	-12.10%	+2.71%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.70%	1.58%	+0.12%

Volatility

FLUIX vs. LSVVX - Volatility Comparison

Fidelity Advisor Stock Selector Large Cap Value Fund Class I (FLUIX) has a higher volatility of 3.06% compared to LSV Conservative Value Equity Fund (LSVVX) at 2.68%. This indicates that FLUIX's price experiences larger fluctuations and is considered to be riskier than LSVVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	FLUIX	LSVVX	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.06%	2.68%	+0.38%
Volatility (6M) Calculated over the trailing 6-month period	8.15%	8.14%	+0.01%
Volatility (1Y) Calculated over the trailing 1-year period	10.82%	11.22%	-0.40%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	15.41%	15.84%	-0.43%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	17.65%	18.42%	-0.77%

FLUIX vs. LSVVX - Expense Ratio Comparison

FLUIX has a 0.75% expense ratio, which is higher than LSVVX's 0.35% expense ratio.

Dividends

FLUIX vs. LSVVX - Dividend Comparison

FLUIX's dividend yield for the trailing twelve months is around 8.67%, less than LSVVX's 11.35% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
FLUIX Fidelity Advisor Stock Selector Large Cap Value Fund Class I	8.67%	8.02%	10.37%	2.48%	8.26%	4.34%	2.28%	0.39%	7.58%	1.12%	1.29%	1.24%
LSVVX LSV Conservative Value Equity Fund	11.35%	13.69%	2.45%	6.57%	5.41%	3.67%	2.40%	21.48%	3.91%	1.98%	2.37%	2.38%

Frequently Asked Questions

Can I hold both FLUIX and LSVVX in my portfolio?

With a correlation of 0.93, FLUIX and LSVVX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

Which is riskier, FLUIX or LSVVX?

FLUIX has higher volatility (3.06%) compared to LSVVX (2.68%). In terms of maximum drawdown, FLUIX dropped -58.86% vs LSVVX's -61.62%.

Which has better risk-adjusted returns?

LSVVX currently has the higher Sharpe Ratio (3.24 vs 2.20), 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.