FSLVX vs. OAKMX
Compare and contrast key facts about Fidelity Stock Selector Large Cap Value Fund (FSLVX) and Oakmark Fund Investor Class (OAKMX).
FSLVX is managed by Fidelity. It was launched on Nov 15, 2001. OAKMX is managed by Oakmark. It was launched on Aug 5, 1991.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSLVX or OAKMX.
Correlation
The correlation between FSLVX and OAKMX is 0.92, 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.
Performance
FSLVX vs. OAKMX - Performance Comparison
Key characteristics
FSLVX:
1.00
OAKMX:
1.63
FSLVX:
1.34
OAKMX:
2.35
FSLVX:
1.20
OAKMX:
1.29
FSLVX:
0.94
OAKMX:
2.92
FSLVX:
2.87
OAKMX:
7.03
FSLVX:
4.31%
OAKMX:
2.94%
FSLVX:
12.39%
OAKMX:
12.69%
FSLVX:
-60.42%
OAKMX:
-61.02%
FSLVX:
-7.82%
OAKMX:
-1.55%
Returns By Period
In the year-to-date period, FSLVX achieves a 5.14% return, which is significantly higher than OAKMX's 4.66% return. Over the past 10 years, FSLVX has underperformed OAKMX with an annualized return of 6.55%, while OAKMX has yielded a comparatively higher 9.77% annualized return.
FSLVX
5.14%
3.21%
2.23%
9.76%
7.03%
6.55%
OAKMX
4.66%
2.10%
9.49%
17.79%
15.22%
9.77%
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FSLVX vs. OAKMX - Expense Ratio Comparison
FSLVX has a 0.76% expense ratio, which is lower than OAKMX's 0.91% expense ratio.
Risk-Adjusted Performance
FSLVX vs. OAKMX — Risk-Adjusted Performance Rank
FSLVX
OAKMX
FSLVX vs. OAKMX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Stock Selector Large Cap Value Fund (FSLVX) and Oakmark Fund Investor Class (OAKMX). 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
FSLVX vs. OAKMX - Dividend Comparison
FSLVX's dividend yield for the trailing twelve months is around 1.22%, more than OAKMX's 1.07% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSLVX Fidelity Stock Selector Large Cap Value Fund | 1.22% | 1.28% | 1.17% | 1.30% | 0.96% | 2.18% | 1.58% | 1.67% | 1.10% | 1.29% | 1.26% | 0.92% |
OAKMX Oakmark Fund Investor Class | 1.07% | 1.12% | 1.02% | 0.92% | 0.52% | 0.17% | 0.81% | 0.73% | 0.47% | 1.06% | 0.95% | 0.64% |
Drawdowns
FSLVX vs. OAKMX - Drawdown Comparison
The maximum FSLVX drawdown since its inception was -60.42%, roughly equal to the maximum OAKMX drawdown of -61.02%. Use the drawdown chart below to compare losses from any high point for FSLVX and OAKMX. For additional features, visit the drawdowns tool.
Volatility
FSLVX vs. OAKMX - Volatility Comparison
Fidelity Stock Selector Large Cap Value Fund (FSLVX) and Oakmark Fund Investor Class (OAKMX) have volatilities of 2.75% and 2.76%, 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.