MXXVX vs. FLCPX
MXXVX (Matthew 25 Fund) and FLCPX (Fidelity SAI U.S. Large Cap Index Fund) are both Large Cap Blend Equities funds. Over the past 10 years, MXXVX returned 13.38%/yr vs 15.00%/yr for FLCPX. Their correlation of 0.83 means they have usually moved in the same direction. MXXVX charges 1.07%/yr vs 0.02%/yr for FLCPX.
Performance
MXXVX vs. FLCPX - Performance Comparison
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Returns By Period
In the year-to-date period, MXXVX achieves a 5.05% return, which is significantly lower than FLCPX's 9.36% return. Over the past 10 years, MXXVX has underperformed FLCPX with an annualized return of 13.38%, while FLCPX has yielded a comparatively higher 15.00% annualized return.
MXXVX
- 1D
- 2.10%
- 1M
- -2.19%
- 6M
- 3.85%
- YTD
- 5.05%
- 1Y
- 16.82%
- 3Y*
- 18.86%
- 5Y*
- 9.82%
- 10Y*
- 13.38%
- ALL TIME*
- 10.86%
FLCPX
- 1D
- 1.67%
- 1M
- -0.57%
- 6M
- 7.78%
- YTD
- 9.36%
- 1Y
- 20.62%
- 3Y*
- 19.06%
- 5Y*
- 12.70%
- 10Y*
- 15.00%
- ALL TIME*
- 16.07%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
MXXVX Matthew 25 Fund | $0.00 | $0.00 | $0.00 |
MXXVX vs. FLCPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MXXVX Matthew 25 Fund | 5.05% | 18.64% | 27.41% | 36.76% | -30.19% | 22.19% | 12.77% | 42.15% | -19.39% | 24.69% |
FLCPX Fidelity SAI U.S. Large Cap Index Fund | 9.36% | 17.84% | 25.08% | 26.25% | -18.06% | 28.61% | 18.24% | 31.59% | -4.38% | 21.74% |
Correlation
The correlation between MXXVX and FLCPX is 0.88, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.88 |
Correlation (3Y) Balances recent behavior with more history. | 0.85 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.87 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.83 |
Correlation (All Time) Calculated using the full available price history since Feb 12, 2016 | 0.83 |
The correlation between MXXVX and FLCPX has been stable across timeframes, ranging from 0.83 to 0.88 - a consistent structural relationship.
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Return for Risk
MXXVX vs. FLCPX — Risk / Return Rank
MXXVX
FLCPX
MXXVX vs. FLCPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Matthew 25 Fund (MXXVX) and Fidelity SAI U.S. Large Cap Index Fund (FLCPX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| MXXVX | FLCPX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.73 | ||
| Sortino ratioReturn per unit of downside risk | -0.93 | ||
| Omega ratioGain probability vs. loss probability | 1.13 | 1.26 | -0.12 |
| Calmar ratioReturn relative to maximum drawdown | 1.07 | 2.07 | -1.00 |
| Martin ratioReturn relative to average drawdown | 3.84 | 8.89 | -5.05 |
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Drawdowns
MXXVX vs. FLCPX - Drawdown Comparison
The maximum MXXVX drawdown since its inception was -96.53%, which is greater than FLCPX's maximum drawdown of -33.87%. Use the drawdown chart below to compare losses from any high point for MXXVX and FLCPX.
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Drawdown Indicators
| MXXVX | FLCPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -96.53% | -33.87% | -62.66% |
Max Drawdown (1Y)Largest decline over 1 year | -12.84% | -8.89% | -3.95% |
Max Drawdown (3Y)Largest decline over 3 years | -96.53% | -18.76% | -77.77% |
Max Drawdown (5Y)Largest decline over 5 years | -96.53% | -24.40% | -72.13% |
Max Drawdown (10Y)Largest decline over 10 years | -96.53% | -33.87% | -62.66% |
Current DrawdownCurrent decline from peak | -94.43% | -2.10% | -92.33% |
Average DrawdownAverage peak-to-trough decline | -14.71% | -4.15% | -10.56% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.59% | 2.07% | +1.52% |
Volatility
MXXVX vs. FLCPX - Volatility Comparison
Matthew 25 Fund (MXXVX) has a higher volatility of 5.52% compared to Fidelity SAI U.S. Large Cap Index Fund (FLCPX) at 3.44%. This indicates that MXXVX's price experiences larger fluctuations and is considered to be riskier than FLCPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MXXVX | FLCPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.52% | 3.44% | +2.08% |
Volatility (6M)Calculated over the trailing 6-month period | 15.90% | 10.08% | +5.82% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.70% | 12.87% | +6.83% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 383.28% | 17.18% | +366.10% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 271.33% | 18.16% | +253.17% |
MXXVX vs. FLCPX - Expense Ratio Comparison
MXXVX has a 1.07% expense ratio, which is higher than FLCPX's 0.02% expense ratio.
Dividends
MXXVX vs. FLCPX - Dividend Comparison
MXXVX's dividend yield for the trailing twelve months is around 14.06%, more than FLCPX's 0.51% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FLCPX Fidelity SAI U.S. Large Cap Index Fund | 0.51% | 0.56% | 6.11% | 7.05% | 11.23% | 10.38% | 3.93% | 1.74% | 2.18% | 1.57% | 0.76% | 0.00% |
MXXVX Matthew 25 Fund | 14.06% | 14.77% | 7.24% | 8.17% | 7.84% | 11.98% | 11.20% | 1.88% | 19.45% | 7.65% | 9.66% | 8.15% |
Frequently Asked Questions
MXXVX and FLCPX have a correlation of 0.88, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
MXXVX has higher volatility (5.52%) compared to FLCPX (3.44%). In terms of maximum drawdown, MXXVX dropped -96.53% vs FLCPX's -33.87%.
FLCPX currently has the higher Sharpe Ratio (1.43 vs 0.70), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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