FSLVX vs. VEIPX
Compare and contrast key facts about Fidelity Stock Selector Large Cap Value Fund (FSLVX) and Vanguard Equity Income Fund Investor Shares (VEIPX).
FSLVX is managed by Fidelity. It was launched on Nov 15, 2001. VEIPX is managed by Vanguard. It was launched on Mar 21, 1988.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSLVX or VEIPX.
Correlation
The correlation between FSLVX and VEIPX 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.
Performance
FSLVX vs. VEIPX - Performance Comparison
Key characteristics
FSLVX:
0.71
VEIPX:
0.87
FSLVX:
0.98
VEIPX:
1.09
FSLVX:
1.14
VEIPX:
1.20
FSLVX:
0.67
VEIPX:
0.97
FSLVX:
1.99
VEIPX:
2.98
FSLVX:
4.43%
VEIPX:
4.02%
FSLVX:
12.40%
VEIPX:
13.73%
FSLVX:
-60.42%
VEIPX:
-56.84%
FSLVX:
-9.23%
VEIPX:
-6.65%
Returns By Period
In the year-to-date period, FSLVX achieves a 3.52% return, which is significantly lower than VEIPX's 4.85% return. Both investments have delivered pretty close results over the past 10 years, with FSLVX having a 6.31% annualized return and VEIPX not far behind at 6.22%.
FSLVX
3.52%
-0.35%
-1.26%
7.50%
6.87%
6.31%
VEIPX
4.85%
1.08%
-0.21%
10.52%
5.81%
6.22%
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FSLVX vs. VEIPX - Expense Ratio Comparison
FSLVX has a 0.76% expense ratio, which is higher than VEIPX's 0.28% expense ratio.
Risk-Adjusted Performance
FSLVX vs. VEIPX — Risk-Adjusted Performance Rank
FSLVX
VEIPX
FSLVX vs. VEIPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Stock Selector Large Cap Value Fund (FSLVX) and Vanguard Equity Income Fund Investor Shares (VEIPX). 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. VEIPX - Dividend Comparison
FSLVX's dividend yield for the trailing twelve months is around 1.24%, less than VEIPX's 2.68% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSLVX Fidelity Stock Selector Large Cap Value Fund | 1.24% | 1.28% | 1.17% | 1.30% | 0.96% | 2.18% | 1.58% | 1.67% | 1.10% | 1.29% | 1.26% | 0.92% |
VEIPX Vanguard Equity Income Fund Investor Shares | 2.68% | 2.81% | 2.94% | 2.93% | 2.40% | 2.62% | 2.63% | 3.15% | 2.45% | 2.74% | 2.96% | 2.69% |
Drawdowns
FSLVX vs. VEIPX - Drawdown Comparison
The maximum FSLVX drawdown since its inception was -60.42%, which is greater than VEIPX's maximum drawdown of -56.84%. Use the drawdown chart below to compare losses from any high point for FSLVX and VEIPX. For additional features, visit the drawdowns tool.
Volatility
FSLVX vs. VEIPX - Volatility Comparison
Fidelity Stock Selector Large Cap Value Fund (FSLVX) has a higher volatility of 2.77% compared to Vanguard Equity Income Fund Investor Shares (VEIPX) at 2.40%. This indicates that FSLVX's price experiences larger fluctuations and is considered to be riskier than VEIPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.