FSAEX vs. FLCSX
Compare and contrast key facts about Fidelity Series All-Sector Equity Fund (FSAEX) and Fidelity Large Cap Stock Fund (FLCSX).
FSAEX is managed by Fidelity. It was launched on Oct 17, 2008. FLCSX is managed by Fidelity. It was launched on Jun 22, 1995.
Performance
FSAEX vs. FLCSX - Performance Comparison
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FSAEX vs. FLCSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FSAEX Fidelity Series All-Sector Equity Fund | -8.21% | 19.80% | 26.86% | 30.61% | -18.55% | 26.89% | 26.23% | 32.18% | -6.56% | 21.64% |
FLCSX Fidelity Large Cap Stock Fund | -4.93% | 27.49% | 26.31% | 23.51% | -8.02% | 25.80% | 9.05% | 31.59% | -13.62% | 17.86% |
Returns By Period
In the year-to-date period, FSAEX achieves a -8.21% return, which is significantly lower than FLCSX's -4.93% return. Both investments have delivered pretty close results over the past 10 years, with FSAEX having a 14.62% annualized return and FLCSX not far behind at 14.16%.
FSAEX
- 1D
- -0.56%
- 1M
- -8.01%
- YTD
- -8.21%
- 6M
- -6.24%
- 1Y
- 16.80%
- 3Y*
- 18.69%
- 5Y*
- 11.91%
- 10Y*
- 14.62%
FLCSX
- 1D
- -0.61%
- 1M
- -8.08%
- YTD
- -4.93%
- 6M
- -0.24%
- 1Y
- 24.05%
- 3Y*
- 21.07%
- 5Y*
- 14.30%
- 10Y*
- 14.16%
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FSAEX vs. FLCSX - Expense Ratio Comparison
FSAEX has a 0.00% expense ratio, which is lower than FLCSX's 0.54% expense ratio.
Return for Risk
FSAEX vs. FLCSX — Risk / Return Rank
FSAEX
FLCSX
FSAEX vs. FLCSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Series All-Sector Equity Fund (FSAEX) and Fidelity Large Cap Stock Fund (FLCSX). 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.
| FSAEX | FLCSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.93 | 1.34 | -0.41 |
Sortino ratioReturn per unit of downside risk | 1.42 | 1.91 | -0.48 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.31 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 1.24 | 1.79 | -0.55 |
Martin ratioReturn relative to average drawdown | 5.64 | 8.29 | -2.65 |
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
| FSAEX | FLCSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.93 | 1.34 | -0.41 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.67 | 0.85 | -0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.78 | 0.76 | +0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.67 | 0.48 | +0.19 |
Correlation
The correlation between FSAEX and FLCSX is 0.95, 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.
Dividends
FSAEX vs. FLCSX - Dividend Comparison
FSAEX's dividend yield for the trailing twelve months is around 9.12%, more than FLCSX's 6.83% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSAEX Fidelity Series All-Sector Equity Fund | 9.12% | 7.36% | 8.95% | 5.50% | 11.89% | 20.94% | 12.13% | 8.60% | 41.30% | 14.60% | 17.85% | 9.61% |
FLCSX Fidelity Large Cap Stock Fund | 6.83% | 6.50% | 4.26% | 2.83% | 3.07% | 4.71% | 3.93% | 5.43% | 7.63% | 3.25% | 3.61% | 4.55% |
Drawdowns
FSAEX vs. FLCSX - Drawdown Comparison
The maximum FSAEX drawdown since its inception was -34.55%, smaller than the maximum FLCSX drawdown of -63.67%. Use the drawdown chart below to compare losses from any high point for FSAEX and FLCSX.
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Drawdown Indicators
| FSAEX | FLCSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.55% | -63.67% | +29.12% |
Max Drawdown (1Y)Largest decline over 1 year | -12.03% | -12.34% | +0.31% |
Max Drawdown (5Y)Largest decline over 5 years | -24.66% | -21.69% | -2.97% |
Max Drawdown (10Y)Largest decline over 10 years | -34.55% | -37.11% | +2.56% |
Current DrawdownCurrent decline from peak | -9.83% | -9.55% | -0.28% |
Average DrawdownAverage peak-to-trough decline | -4.59% | -13.89% | +9.30% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.64% | 2.66% | -0.02% |
Volatility
FSAEX vs. FLCSX - Volatility Comparison
Fidelity Series All-Sector Equity Fund (FSAEX) and Fidelity Large Cap Stock Fund (FLCSX) have volatilities of 4.62% and 4.46%, 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
| FSAEX | FLCSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.62% | 4.46% | +0.16% |
Volatility (6M)Calculated over the trailing 6-month period | 9.70% | 9.41% | +0.29% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.64% | 18.31% | +0.33% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.84% | 16.82% | +1.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.76% | 18.65% | +0.11% |