FLUTX vs. FBLEX
FLUTX (Fidelity Advisor Stock Selector Large Cap Value Fund Class M) and FBLEX (Fidelity Series Stock Selector Large Cap Value Fund) are both Large Cap Value Equities funds from Fidelity. Over the past 10 years, FLUTX returned 10.51%/yr vs 11.89%/yr for FBLEX. With a 0.99 correlation, they move nearly in lockstep. FLUTX charges 1.32%/yr vs 0.01%/yr for FBLEX.
Performance
FLUTX vs. FBLEX - Performance Comparison
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Returns By Period
In the year-to-date period, FLUTX achieves a 7.19% return, which is significantly lower than FBLEX's 8.36% return. Over the past 10 years, FLUTX has underperformed FBLEX with an annualized return of 10.51%, while FBLEX has yielded a comparatively higher 11.89% annualized return.
FLUTX
- 1D
- 0.27%
- 1M
- 1.54%
- YTD
- 7.19%
- 6M
- 8.37%
- 1Y
- 20.07%
- 3Y*
- 17.33%
- 5Y*
- 9.93%
- 10Y*
- 10.51%
FBLEX
- 1D
- 0.33%
- 1M
- 2.07%
- YTD
- 8.36%
- 6M
- 9.82%
- 1Y
- 22.33%
- 3Y*
- 19.15%
- 5Y*
- 11.55%
- 10Y*
- 11.89%
FLUTX vs. FBLEX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FLUTX Fidelity Advisor Stock Selector Large Cap Value Fund Class M | 7.19% | 15.37% | 16.60% | 13.81% | -6.00% | 24.95% | 3.53% | 23.94% | -9.82% | 11.63% |
FBLEX Fidelity Series Stock Selector Large Cap Value Fund | 8.36% | 17.06% | 18.04% | 15.60% | -4.82% | 26.83% | 4.34% | 25.57% | -9.04% | 12.38% |
Correlation
The correlation between FLUTX and FBLEX is 1.00 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 1.00 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.98 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.99 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.99 |
Correlation (All Time) Calculated using the full available price history since Dec 11, 2012 | 0.99 |
The correlation between FLUTX and FBLEX has been stable across timeframes, ranging from 0.98 to 1.00 - a consistent structural relationship.
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Return for Risk
FLUTX vs. FBLEX — Risk / Return Rank
FLUTX
FBLEX
FLUTX vs. FBLEX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Stock Selector Large Cap Value Fund Class M (FLUTX) and Fidelity Series Stock Selector Large Cap Value Fund (FBLEX). 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.
| FLUTX | FBLEX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.21 | ||
| Sortino ratioReturn per unit of downside risk | -0.29 | ||
| Omega ratioGain probability vs. loss probability | 1.36 | 1.40 | -0.04 |
| Calmar ratioReturn relative to maximum drawdown | 2.93 | 3.35 | -0.42 |
| Martin ratioReturn relative to average drawdown | 11.83 | 13.56 | -1.73 |
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
| FLUTX | FBLEX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.98 | 2.20 | -0.21 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.65 | 0.78 | -0.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.60 | 0.69 | -0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.37 | 0.73 | -0.37 |
Drawdowns
FLUTX vs. FBLEX - Drawdown Comparison
The maximum FLUTX drawdown since its inception was -59.38%, which is greater than FBLEX's maximum drawdown of -39.73%. Use the drawdown chart below to compare losses from any high point for FLUTX and FBLEX.
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Drawdown Indicators
| FLUTX | FBLEX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.38% | -39.73% | -19.65% |
Max Drawdown (1Y)Largest decline over 1 year | -7.09% | -6.89% | -0.20% |
Max Drawdown (3Y)Largest decline over 3 years | -15.49% | -14.71% | -0.78% |
Max Drawdown (5Y)Largest decline over 5 years | -19.54% | -19.00% | -0.54% |
Max Drawdown (10Y)Largest decline over 10 years | -39.76% | -39.73% | -0.03% |
Current DrawdownCurrent decline from peak | -0.37% | -0.20% | -0.17% |
Average DrawdownAverage peak-to-trough decline | -9.99% | -3.83% | -6.16% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.75% | 1.70% | +0.05% |
Volatility
FLUTX vs. FBLEX - Volatility Comparison
Fidelity Advisor Stock Selector Large Cap Value Fund Class M (FLUTX) and Fidelity Series Stock Selector Large Cap Value Fund (FBLEX) have volatilities of 2.61% and 2.69%, 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.
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Volatility by Period
| FLUTX | FBLEX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.61% | 2.69% | -0.08% |
Volatility (6M)Calculated over the trailing 6-month period | 7.87% | 7.89% | -0.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.49% | 10.50% | -0.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.40% | 14.79% | +0.61% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.68% | 17.40% | +0.28% |
FLUTX vs. FBLEX - Expense Ratio Comparison
FLUTX has a 1.32% expense ratio, which is higher than FBLEX's 0.01% expense ratio.
Dividends
FLUTX vs. FBLEX - Dividend Comparison
FLUTX's dividend yield for the trailing twelve months is around 8.96%, less than FBLEX's 10.25% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FBLEX Fidelity Series Stock Selector Large Cap Value Fund | 10.25% | 9.95% | 12.63% | 5.05% | 12.66% | 14.51% | 3.85% | 5.65% | 10.97% | 7.09% | 2.47% | 13.81% |
FLUTX Fidelity Advisor Stock Selector Large Cap Value Fund Class M | 8.96% | 7.71% | 10.00% | 2.08% | 7.89% | 3.93% | 1.67% | 1.19% | 6.98% | 0.50% | 0.73% | 0.66% |
Frequently Asked Questions
With a correlation of 1.00, FLUTX and FBLEX 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.
FBLEX has higher volatility (2.69%) compared to FLUTX (2.61%). In terms of maximum drawdown, FLUTX dropped -59.38% vs FBLEX's -39.73%.
FBLEX currently has the higher Sharpe Ratio (2.20 vs 1.98), 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.
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