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FSLVX vs. VEIPX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between FSLVX and VEIPX 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. VEIPX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Stock Selector Large Cap Value Fund (FSLVX) and Vanguard Equity Income Fund Investor Shares (VEIPX). The values are adjusted to include any dividend payments, if applicable.

250.00%300.00%350.00%400.00%450.00%500.00%December2025FebruaryMarchAprilMay
461.48%
255.62%
FSLVX
VEIPX

Key characteristics

Sharpe Ratio

FSLVX:

0.58

VEIPX:

0.04

Sortino Ratio

FSLVX:

1.00

VEIPX:

0.25

Omega Ratio

FSLVX:

1.15

VEIPX:

1.04

Calmar Ratio

FSLVX:

0.69

VEIPX:

0.10

Martin Ratio

FSLVX:

2.62

VEIPX:

0.30

Ulcer Index

FSLVX:

3.95%

VEIPX:

6.36%

Daily Std Dev

FSLVX:

15.90%

VEIPX:

17.73%

Max Drawdown

FSLVX:

-60.42%

VEIPX:

-56.84%

Current Drawdown

FSLVX:

-5.54%

VEIPX:

-10.35%

Returns By Period

In the year-to-date period, FSLVX achieves a 0.12% return, which is significantly lower than VEIPX's 0.69% return. Over the past 10 years, FSLVX has outperformed VEIPX with an annualized return of 8.68%, while VEIPX has yielded a comparatively lower 5.78% annualized return.


FSLVX

YTD

0.12%

1M

4.11%

6M

-3.45%

1Y

9.22%

5Y*

15.62%

10Y*

8.68%

VEIPX

YTD

0.69%

1M

2.63%

6M

-8.91%

1Y

0.63%

5Y*

8.87%

10Y*

5.78%

*Annualized

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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

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

FSLVX
The Risk-Adjusted Performance Rank of FSLVX is 6969
Overall Rank
The Sharpe Ratio Rank of FSLVX is 6363
Sharpe Ratio Rank
The Sortino Ratio Rank of FSLVX is 6767
Sortino Ratio Rank
The Omega Ratio Rank of FSLVX is 6969
Omega Ratio Rank
The Calmar Ratio Rank of FSLVX is 7777
Calmar Ratio Rank
The Martin Ratio Rank of FSLVX is 7171
Martin Ratio Rank

VEIPX
The Risk-Adjusted Performance Rank of VEIPX is 2828
Overall Rank
The Sharpe Ratio Rank of VEIPX is 2424
Sharpe Ratio Rank
The Sortino Ratio Rank of VEIPX is 2727
Sortino Ratio Rank
The Omega Ratio Rank of VEIPX is 3030
Omega Ratio Rank
The Calmar Ratio Rank of VEIPX is 3030
Calmar Ratio Rank
The Martin Ratio Rank of VEIPX is 2828
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.


The current FSLVX Sharpe Ratio is 0.58, which is higher than the VEIPX Sharpe Ratio of 0.04. The chart below compares the historical Sharpe Ratios of FSLVX and VEIPX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.001.002.003.00December2025FebruaryMarchAprilMay
0.58
0.04
FSLVX
VEIPX

Dividends

FSLVX vs. VEIPX - Dividend Comparison

FSLVX's dividend yield for the trailing twelve months is around 10.48%, more than VEIPX's 2.90% yield.


TTM20242023202220212020201920182017201620152014
FSLVX
Fidelity Stock Selector Large Cap Value Fund
10.48%10.40%2.50%8.31%4.35%2.18%1.58%7.55%1.10%1.29%1.26%0.92%
VEIPX
Vanguard Equity Income Fund Investor Shares
2.90%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.


-20.00%-15.00%-10.00%-5.00%0.00%December2025FebruaryMarchAprilMay
-5.54%
-10.35%
FSLVX
VEIPX

Volatility

FSLVX vs. VEIPX - Volatility Comparison

Fidelity Stock Selector Large Cap Value Fund (FSLVX) and Vanguard Equity Income Fund Investor Shares (VEIPX) have volatilities of 5.23% and 5.21%, 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.


2.00%4.00%6.00%8.00%10.00%12.00%December2025FebruaryMarchAprilMay
5.23%
5.21%
FSLVX
VEIPX