FSV.L vs. LWDB.L
Compare and contrast key facts about Fidelity Special Values (FSV.L) and Law Debenture Corp (LWDB.L).
Performance
FSV.L vs. LWDB.L - Performance Comparison
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FSV.L vs. LWDB.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FSV.L Fidelity Special Values | -3.95% | 37.21% | 15.72% | 3.44% | -4.97% | 26.66% | -9.74% | 25.12% | -9.15% | 13.94% |
LWDB.L Law Debenture Corp | 1.13% | 22.22% | 15.92% | 8.07% | 0.40% | 20.31% | 13.89% | 24.59% | -11.55% | 22.22% |
Fundamentals
FSV.L:
£409.98M
LWDB.L:
£550.27M
FSV.L:
£254.11M
LWDB.L:
£531.34M
FSV.L:
£165.36M
LWDB.L:
£438.64M
Returns By Period
In the year-to-date period, FSV.L achieves a -3.95% return, which is significantly lower than LWDB.L's 1.13% return. Over the past 10 years, FSV.L has underperformed LWDB.L with an annualized return of 10.84%, while LWDB.L has yielded a comparatively higher 12.98% annualized return.
FSV.L
- 1D
- 1.52%
- 1M
- -12.72%
- YTD
- -3.95%
- 6M
- 3.40%
- 1Y
- 27.91%
- 3Y*
- 17.26%
- 5Y*
- 11.28%
- 10Y*
- 10.84%
LWDB.L
- 1D
- 1.93%
- 1M
- -11.17%
- YTD
- 1.13%
- 6M
- 1.40%
- 1Y
- 24.27%
- 3Y*
- 13.79%
- 5Y*
- 12.04%
- 10Y*
- 12.98%
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Return for Risk
FSV.L vs. LWDB.L — Risk / Return Rank
FSV.L
LWDB.L
FSV.L vs. LWDB.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Special Values (FSV.L) and Law Debenture Corp (LWDB.L). 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.
| FSV.L | LWDB.L | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.80 | 1.44 | +0.35 |
Sortino ratioReturn per unit of downside risk | 2.37 | 1.96 | +0.41 |
Omega ratioGain probability vs. loss probability | 1.35 | 1.28 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.93 | 1.78 | +0.15 |
Martin ratioReturn relative to average drawdown | 8.20 | 6.90 | +1.30 |
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
| FSV.L | LWDB.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.80 | 1.44 | +0.35 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.65 | 0.70 | -0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.49 | 0.60 | -0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.57 | 0.29 | +0.28 |
Correlation
The correlation between FSV.L and LWDB.L is 0.49, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
FSV.L vs. LWDB.L - Dividend Comparison
FSV.L's dividend yield for the trailing twelve months is around 2.54%, less than LWDB.L's 3.36% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSV.L Fidelity Special Values | 2.54% | 2.44% | 3.05% | 3.15% | 2.78% | 2.21% | 2.38% | 2.61% | 2.19% | 1.80% | 1.62% | 1.67% |
LWDB.L Law Debenture Corp | 3.36% | 3.29% | 3.71% | 3.95% | 3.91% | 3.58% | 5.64% | 3.00% | 3.30% | 2.70% | 3.06% | 3.25% |
Drawdowns
FSV.L vs. LWDB.L - Drawdown Comparison
The maximum FSV.L drawdown since its inception was -51.87%, smaller than the maximum LWDB.L drawdown of -74.53%. Use the drawdown chart below to compare losses from any high point for FSV.L and LWDB.L.
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Drawdown Indicators
| FSV.L | LWDB.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.87% | -74.53% | +22.66% |
Max Drawdown (1Y)Largest decline over 1 year | -14.02% | -12.85% | -1.17% |
Max Drawdown (5Y)Largest decline over 5 years | -25.22% | -19.54% | -5.68% |
Max Drawdown (10Y)Largest decline over 10 years | -51.87% | -40.78% | -11.09% |
Current DrawdownCurrent decline from peak | -12.72% | -11.17% | -1.55% |
Average DrawdownAverage peak-to-trough decline | -8.51% | -10.61% | +2.10% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.31% | 3.31% | 0.00% |
Volatility
FSV.L vs. LWDB.L - Volatility Comparison
Fidelity Special Values (FSV.L) and Law Debenture Corp (LWDB.L) have volatilities of 7.80% and 7.67%, 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
| FSV.L | LWDB.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.80% | 7.67% | +0.13% |
Volatility (6M)Calculated over the trailing 6-month period | 11.04% | 11.51% | -0.47% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.56% | 16.81% | -1.25% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.27% | 17.21% | +0.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.96% | 21.63% | +0.33% |
Financials
FSV.L vs. LWDB.L - Financials Comparison
This section allows you to compare key financial metrics between Fidelity Special Values and Law Debenture Corp. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
FSV.L vs. LWDB.L - Profitability Comparison
FSV.L - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Fidelity Special Values reported a gross profit of 0.00 and revenue of 146.83M. Therefore, the gross margin over that period was 0.0%.
LWDB.L - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Law Debenture Corp reported a gross profit of 180.57M and revenue of 185.77M. Therefore, the gross margin over that period was 97.2%.
FSV.L - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Fidelity Special Values reported an operating income of 142.74M and revenue of 146.83M, resulting in an operating margin of 97.2%.
LWDB.L - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Law Debenture Corp reported an operating income of 154.75M and revenue of 185.77M, resulting in an operating margin of 83.3%.
FSV.L - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Fidelity Special Values reported a net income of 138.91M and revenue of 146.83M, resulting in a net margin of 94.6%.
LWDB.L - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Law Debenture Corp reported a net income of 149.66M and revenue of 185.77M, resulting in a net margin of 80.6%.