PortfoliosLab logoPortfoliosLab logo
FSLVX vs. RIDAX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

FSLVX vs. RIDAX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Stock Selector Large Cap Value Fund (FSLVX) and The Income Fund of America Class R-1 (RIDAX). The values are adjusted to include any dividend payments, if applicable.

Loading graphics...

FSLVX vs. RIDAX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
FSLVX
Fidelity Stock Selector Large Cap Value Fund
-2.14%15.95%17.29%14.44%-5.53%25.72%4.14%24.63%-9.29%12.34%
RIDAX
The Income Fund of America Class R-1
1.29%16.83%9.49%6.16%-7.14%16.47%3.68%17.57%-6.06%11.86%

Returns By Period

In the year-to-date period, FSLVX achieves a -2.14% return, which is significantly lower than RIDAX's 1.29% return. Over the past 10 years, FSLVX has outperformed RIDAX with an annualized return of 10.45%, while RIDAX has yielded a comparatively lower 7.35% annualized return.


FSLVX

1D
-0.04%
1M
-6.77%
YTD
-2.14%
6M
2.49%
1Y
12.00%
3Y*
14.57%
5Y*
10.11%
10Y*
10.45%

RIDAX

1D
0.23%
1M
-5.77%
YTD
1.29%
6M
3.84%
1Y
13.29%
3Y*
10.98%
5Y*
7.05%
10Y*
7.35%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


FSLVX vs. RIDAX - Expense Ratio Comparison

FSLVX has a 0.76% expense ratio, which is lower than RIDAX's 1.36% expense ratio.


Return for Risk

FSLVX vs. RIDAX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FSLVX
FSLVX Risk / Return Rank: 4242
Overall Rank
FSLVX Sharpe Ratio Rank: 4242
Sharpe Ratio Rank
FSLVX Sortino Ratio Rank: 4141
Sortino Ratio Rank
FSLVX Omega Ratio Rank: 4545
Omega Ratio Rank
FSLVX Calmar Ratio Rank: 3737
Calmar Ratio Rank
FSLVX Martin Ratio Rank: 4545
Martin Ratio Rank

RIDAX
RIDAX Risk / Return Rank: 7676
Overall Rank
RIDAX Sharpe Ratio Rank: 8080
Sharpe Ratio Rank
RIDAX Sortino Ratio Rank: 7979
Sortino Ratio Rank
RIDAX Omega Ratio Rank: 7777
Omega Ratio Rank
RIDAX Calmar Ratio Rank: 6868
Calmar Ratio Rank
RIDAX Martin Ratio Rank: 7777
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

FSLVX vs. RIDAX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Stock Selector Large Cap Value Fund (FSLVX) and The Income Fund of America Class R-1 (RIDAX). 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.


FSLVXRIDAXDifference

Sharpe ratio

Return per unit of total volatility

0.85

1.46

-0.60

Sortino ratio

Return per unit of downside risk

1.25

2.01

-0.76

Omega ratio

Gain probability vs. loss probability

1.19

1.30

-0.11

Calmar ratio

Return relative to maximum drawdown

0.98

1.58

-0.60

Martin ratio

Return relative to average drawdown

4.55

7.44

-2.89

FSLVX vs. RIDAX - Sharpe Ratio Comparison

The current FSLVX Sharpe Ratio is 0.85, which is lower than the RIDAX Sharpe Ratio of 1.46. The chart below compares the historical Sharpe Ratios of FSLVX and RIDAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Loading graphics...

Sharpe Ratios by Period


FSLVXRIDAXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.85

1.46

-0.60

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.66

0.75

-0.09

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.59

0.69

-0.10

Sharpe Ratio (All Time)

Calculated using the full available price history

0.39

0.67

-0.28

Correlation

The correlation between FSLVX and RIDAX is 0.91, 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

FSLVX vs. RIDAX - Dividend Comparison

FSLVX's dividend yield for the trailing twelve months is around 10.15%, more than RIDAX's 9.14% yield.


TTM20252024202320222021202020192018201720162015
FSLVX
Fidelity Stock Selector Large Cap Value Fund
10.15%8.06%10.40%2.50%8.31%4.35%2.18%1.58%7.55%1.10%1.29%1.26%
RIDAX
The Income Fund of America Class R-1
9.14%9.24%5.14%2.38%6.20%5.92%2.09%4.25%6.58%3.68%2.32%4.26%

Drawdowns

FSLVX vs. RIDAX - Drawdown Comparison

The maximum FSLVX drawdown since its inception was -60.89%, which is greater than RIDAX's maximum drawdown of -42.37%. Use the drawdown chart below to compare losses from any high point for FSLVX and RIDAX.


Loading graphics...

Drawdown Indicators


FSLVXRIDAXDifference

Max Drawdown

Largest peak-to-trough decline

-60.89%

-42.37%

-18.52%

Max Drawdown (1Y)

Largest decline over 1 year

-11.64%

-8.25%

-3.39%

Max Drawdown (5Y)

Largest decline over 5 years

-19.33%

-16.28%

-3.05%

Max Drawdown (10Y)

Largest decline over 10 years

-39.75%

-26.22%

-13.53%

Current Drawdown

Current decline from peak

-7.01%

-5.77%

-1.24%

Average Drawdown

Average peak-to-trough decline

-9.97%

-4.42%

-5.55%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.52%

1.76%

+0.76%

Volatility

FSLVX vs. RIDAX - Volatility Comparison

Fidelity Stock Selector Large Cap Value Fund (FSLVX) has a higher volatility of 3.47% compared to The Income Fund of America Class R-1 (RIDAX) at 2.91%. This indicates that FSLVX's price experiences larger fluctuations and is considered to be riskier than RIDAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading graphics...

Volatility by Period


FSLVXRIDAXDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.47%

2.91%

+0.56%

Volatility (6M)

Calculated over the trailing 6-month period

7.78%

5.47%

+2.31%

Volatility (1Y)

Calculated over the trailing 1-year period

15.21%

9.48%

+5.73%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

15.46%

9.46%

+6.00%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.71%

10.67%

+7.04%