FVLKX vs. FLPKX
Compare and contrast key facts about Fidelity Value Fund Class K (FVLKX) and Fidelity Low-Priced Stock Fund Class K (FLPKX).
FVLKX is managed by Fidelity. It was launched on May 9, 2008. FLPKX is managed by T. Rowe Price. It was launched on May 9, 2008.
Performance
FVLKX vs. FLPKX - Performance Comparison
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FVLKX vs. FLPKX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FVLKX Fidelity Value Fund Class K | 3.18% | 11.37% | 14.64% | 19.65% | -8.91% | 35.38% | 9.41% | 31.92% | -17.56% | 14.09% |
FLPKX Fidelity Low-Priced Stock Fund Class K | 0.97% | 14.75% | 7.33% | 14.50% | -5.63% | 24.57% | 9.42% | 25.89% | -10.73% | 18.89% |
Returns By Period
In the year-to-date period, FVLKX achieves a 3.18% return, which is significantly higher than FLPKX's 0.97% return. Over the past 10 years, FVLKX has outperformed FLPKX with an annualized return of 11.53%, while FLPKX has yielded a comparatively lower 10.19% annualized return.
FVLKX
- 1D
- 2.74%
- 1M
- -6.18%
- YTD
- 3.18%
- 6M
- 7.29%
- 1Y
- 20.94%
- 3Y*
- 15.86%
- 5Y*
- 10.13%
- 10Y*
- 11.53%
FLPKX
- 1D
- 2.01%
- 1M
- -6.02%
- YTD
- 0.97%
- 6M
- 2.44%
- 1Y
- 17.04%
- 3Y*
- 12.07%
- 5Y*
- 7.79%
- 10Y*
- 10.19%
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FVLKX vs. FLPKX - Expense Ratio Comparison
FVLKX has a 0.71% expense ratio, which is lower than FLPKX's 0.74% expense ratio.
Return for Risk
FVLKX vs. FLPKX — Risk / Return Rank
FVLKX
FLPKX
FVLKX vs. FLPKX - Risk-Adjusted Trends 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.
| FVLKX | FLPKX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.99 | 1.04 | -0.05 |
Sortino ratioReturn per unit of downside risk | 1.52 | 1.54 | -0.02 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.22 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.28 | 1.24 | +0.04 |
Martin ratioReturn relative to average drawdown | 5.25 | 5.08 | +0.17 |
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
| FVLKX | FLPKX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.99 | 1.04 | -0.05 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.44 | 0.45 | -0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.04 | 0.59 | -0.55 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.04 | 0.51 | -0.47 |
Correlation
The correlation between FVLKX and FLPKX is 0.94, 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
FVLKX vs. FLPKX - Dividend Comparison
FVLKX's dividend yield for the trailing twelve months is around 9.72%, less than FLPKX's 13.21% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FVLKX Fidelity Value Fund Class K | 9.72% | 10.03% | 20.95% | 3.80% | 7.16% | 9.87% | 1.06% | 3.43% | 16.38% | 3.37% | 1.36% | 11.10% |
FLPKX Fidelity Low-Priced Stock Fund Class K | 13.21% | 13.34% | 16.33% | 18.41% | 9.55% | 12.20% | 11.24% | 8.23% | 13.58% | 7.46% | 4.95% | 4.08% |
Drawdowns
FVLKX vs. FLPKX - Drawdown Comparison
The maximum FVLKX drawdown since its inception was -90.17%, which is greater than FLPKX's maximum drawdown of -51.34%. Use the drawdown chart below to compare losses from any high point for FVLKX and FLPKX.
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Drawdown Indicators
| FVLKX | FLPKX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -90.17% | -51.34% | -38.83% |
Max Drawdown (1Y)Largest decline over 1 year | -14.99% | -12.52% | -2.47% |
Max Drawdown (5Y)Largest decline over 5 years | -31.39% | -18.71% | -12.68% |
Max Drawdown (10Y)Largest decline over 10 years | -90.17% | -38.15% | -52.02% |
Current DrawdownCurrent decline from peak | -7.40% | -6.96% | -0.44% |
Average DrawdownAverage peak-to-trough decline | -9.51% | -6.53% | -2.98% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.66% | 3.06% | +0.60% |
Volatility
FVLKX vs. FLPKX - Volatility Comparison
Fidelity Value Fund Class K (FVLKX) has a higher volatility of 6.20% compared to Fidelity Low-Priced Stock Fund Class K (FLPKX) at 4.78%. 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.
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Volatility by Period
| FVLKX | FLPKX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.20% | 4.78% | +1.42% |
Volatility (6M)Calculated over the trailing 6-month period | 12.02% | 9.32% | +2.70% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.75% | 16.89% | +4.86% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.04% | 17.23% | +5.81% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 288.99% | 17.35% | +271.64% |