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FVLKX vs. FLPKX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between FVLKX and FLPKX is 0.93, 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.


-0.50.00.51.00.9

Performance

FVLKX vs. FLPKX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Value Fund Class K (FVLKX) and Fidelity Low-Priced Stock Fund Class K (FLPKX). The values are adjusted to include any dividend payments, if applicable.

250.00%300.00%350.00%400.00%JulyAugustSeptemberOctoberNovemberDecember
259.49%
341.64%
FVLKX
FLPKX

Key characteristics

Sharpe Ratio

FVLKX:

-0.20

FLPKX:

0.30

Sortino Ratio

FVLKX:

-0.11

FLPKX:

0.49

Omega Ratio

FVLKX:

0.98

FLPKX:

1.06

Calmar Ratio

FVLKX:

-0.20

FLPKX:

0.39

Martin Ratio

FVLKX:

-1.10

FLPKX:

1.56

Ulcer Index

FVLKX:

3.87%

FLPKX:

2.58%

Daily Std Dev

FVLKX:

21.44%

FLPKX:

13.43%

Max Drawdown

FVLKX:

-62.82%

FLPKX:

-50.24%

Current Drawdown

FVLKX:

-21.37%

FLPKX:

-10.45%

Returns By Period

In the year-to-date period, FVLKX achieves a -6.12% return, which is significantly lower than FLPKX's 2.07% return. Over the past 10 years, FVLKX has underperformed FLPKX with an annualized return of 7.88%, while FLPKX has yielded a comparatively higher 8.38% annualized return.


FVLKX

YTD

-6.12%

1M

-17.88%

6M

-8.97%

1Y

-5.79%

5Y*

8.76%

10Y*

7.88%

FLPKX

YTD

2.07%

1M

-7.96%

6M

-4.12%

1Y

3.17%

5Y*

8.63%

10Y*

8.38%

Compare stocks, funds, or ETFs

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


FVLKX vs. FLPKX - Expense Ratio Comparison

FVLKX has a 0.71% expense ratio, which is lower than FLPKX's 0.74% expense ratio.


FLPKX
Fidelity Low-Priced Stock Fund Class K
Expense ratio chart for FLPKX: current value at 0.74% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.74%
Expense ratio chart for FVLKX: current value at 0.71% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.71%

Risk-Adjusted Performance

FVLKX vs. FLPKX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Value Fund Class K (FVLKX) and Fidelity Low-Priced Stock Fund Class K (FLPKX). 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.


Sharpe ratio
The chart of Sharpe ratio for FVLKX, currently valued at -0.20, compared to the broader market-1.000.001.002.003.004.00-0.200.30
The chart of Sortino ratio for FVLKX, currently valued at -0.11, compared to the broader market-2.000.002.004.006.008.0010.00-0.110.49
The chart of Omega ratio for FVLKX, currently valued at 0.98, compared to the broader market0.501.001.502.002.503.003.500.981.06
The chart of Calmar ratio for FVLKX, currently valued at -0.20, compared to the broader market0.005.0010.0015.00-0.200.39
The chart of Martin ratio for FVLKX, currently valued at -1.10, compared to the broader market0.0020.0040.0060.00-1.101.56
FVLKX
FLPKX

The current FVLKX Sharpe Ratio is -0.20, which is lower than the FLPKX Sharpe Ratio of 0.30. The chart below compares the historical Sharpe Ratios of FVLKX and FLPKX, 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 Ratio0.000.501.001.502.00JulyAugustSeptemberOctoberNovemberDecember
-0.20
0.30
FVLKX
FLPKX

Dividends

FVLKX vs. FLPKX - Dividend Comparison

FVLKX has not paid dividends to shareholders, while FLPKX's dividend yield for the trailing twelve months is around 1.59%.


TTM20232022202120202019201820172016201520142013
FVLKX
Fidelity Value Fund Class K
0.00%1.13%0.79%1.46%1.06%1.24%1.52%1.47%1.34%12.44%3.16%2.05%
FLPKX
Fidelity Low-Priced Stock Fund Class K
1.59%2.11%1.28%1.63%1.85%1.86%2.06%1.55%1.30%5.31%7.13%7.66%

Drawdowns

FVLKX vs. FLPKX - Drawdown Comparison

The maximum FVLKX drawdown since its inception was -62.82%, which is greater than FLPKX's maximum drawdown of -50.24%. Use the drawdown chart below to compare losses from any high point for FVLKX and FLPKX. For additional features, visit the drawdowns tool.


-20.00%-15.00%-10.00%-5.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-21.37%
-10.45%
FVLKX
FLPKX

Volatility

FVLKX vs. FLPKX - Volatility Comparison

Fidelity Value Fund Class K (FVLKX) has a higher volatility of 16.19% compared to Fidelity Low-Priced Stock Fund Class K (FLPKX) at 5.65%. This indicates that FVLKX's price experiences larger fluctuations and is considered to be riskier than FLPKX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


5.00%10.00%15.00%JulyAugustSeptemberOctoberNovemberDecember
16.19%
5.65%
FVLKX
FLPKX
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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