NAMAX vs. FLPKX
Compare and contrast key facts about Columbia Select Mid Cap Value Fund (NAMAX) and Fidelity Low-Priced Stock Fund Class K (FLPKX).
NAMAX is managed by Columbia. It was launched on Nov 20, 2001. FLPKX is managed by T. Rowe Price. It was launched on May 9, 2008.
Performance
NAMAX vs. FLPKX - Performance Comparison
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NAMAX vs. FLPKX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NAMAX Columbia Select Mid Cap Value Fund | 7.05% | 13.77% | 13.14% | 9.65% | -9.33% | 32.28% | 6.90% | 31.56% | -18.46% | 13.71% |
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, NAMAX achieves a 7.05% return, which is significantly higher than FLPKX's 0.97% return. Both investments have delivered pretty close results over the past 10 years, with NAMAX having a 10.27% annualized return and FLPKX not far behind at 10.19%.
NAMAX
- 1D
- 2.49%
- 1M
- -6.16%
- YTD
- 7.05%
- 6M
- 9.61%
- 1Y
- 24.99%
- 3Y*
- 14.52%
- 5Y*
- 9.53%
- 10Y*
- 10.27%
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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NAMAX vs. FLPKX - Expense Ratio Comparison
NAMAX has a 0.88% expense ratio, which is higher than FLPKX's 0.74% expense ratio.
Return for Risk
NAMAX vs. FLPKX — Risk / Return Rank
NAMAX
FLPKX
NAMAX vs. FLPKX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Select Mid Cap Value Fund (NAMAX) 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.
| NAMAX | FLPKX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.32 | 1.04 | +0.28 |
Sortino ratioReturn per unit of downside risk | 1.88 | 1.54 | +0.33 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.22 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.90 | 1.24 | +0.66 |
Martin ratioReturn relative to average drawdown | 8.28 | 5.08 | +3.20 |
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
| NAMAX | FLPKX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.32 | 1.04 | +0.28 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.53 | 0.45 | +0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.51 | 0.59 | -0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.51 | -0.05 |
Correlation
The correlation between NAMAX and FLPKX 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.
Dividends
NAMAX vs. FLPKX - Dividend Comparison
NAMAX's dividend yield for the trailing twelve months is around 6.24%, less than FLPKX's 13.21% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NAMAX Columbia Select Mid Cap Value Fund | 6.24% | 6.71% | 7.07% | 0.74% | 6.39% | 8.99% | 3.22% | 3.38% | 27.38% | 21.08% | 8.07% | 17.05% |
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
NAMAX vs. FLPKX - Drawdown Comparison
The maximum NAMAX drawdown since its inception was -60.44%, which is greater than FLPKX's maximum drawdown of -51.34%. Use the drawdown chart below to compare losses from any high point for NAMAX and FLPKX.
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Drawdown Indicators
| NAMAX | FLPKX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.44% | -51.34% | -9.10% |
Max Drawdown (1Y)Largest decline over 1 year | -13.67% | -12.52% | -1.15% |
Max Drawdown (5Y)Largest decline over 5 years | -20.90% | -18.71% | -2.19% |
Max Drawdown (10Y)Largest decline over 10 years | -43.24% | -38.15% | -5.09% |
Current DrawdownCurrent decline from peak | -6.21% | -6.96% | +0.75% |
Average DrawdownAverage peak-to-trough decline | -8.56% | -6.53% | -2.03% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.14% | 3.06% | +0.08% |
Volatility
NAMAX vs. FLPKX - Volatility Comparison
Columbia Select Mid Cap Value Fund (NAMAX) has a higher volatility of 5.84% compared to Fidelity Low-Priced Stock Fund Class K (FLPKX) at 4.78%. This indicates that NAMAX'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
| NAMAX | FLPKX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.84% | 4.78% | +1.06% |
Volatility (6M)Calculated over the trailing 6-month period | 10.56% | 9.32% | +1.24% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.99% | 16.89% | +2.10% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.12% | 17.23% | +0.89% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.02% | 17.35% | +2.67% |