OAYMX vs. FBLEX
Compare and contrast key facts about Oakmark Fund Advisor Class (OAYMX) and Fidelity Series Stock Selector Large Cap Value Fund (FBLEX).
OAYMX is an actively managed fund by Oakmark. It was launched on Nov 30, 2016. FBLEX is managed by Fidelity. It was launched on Dec 6, 2012.
Performance
OAYMX vs. FBLEX - Performance Comparison
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OAYMX vs. FBLEX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
OAYMX Oakmark Fund Advisor Class | -4.11% | 14.35% | 16.24% | 31.18% | -13.19% | 34.49% | 13.02% | 27.25% | -12.66% | 21.28% |
FBLEX Fidelity Series Stock Selector Large Cap Value Fund | -2.01% | 17.06% | 18.04% | 15.60% | -4.82% | 26.83% | 4.34% | 25.57% | -9.04% | 12.38% |
Returns By Period
In the year-to-date period, OAYMX achieves a -4.11% return, which is significantly lower than FBLEX's -2.01% return.
OAYMX
- 1D
- 0.40%
- 1M
- -5.35%
- YTD
- -4.11%
- 6M
- 0.53%
- 1Y
- 8.36%
- 3Y*
- 15.63%
- 5Y*
- 11.05%
- 10Y*
- —
FBLEX
- 1D
- 0.00%
- 1M
- -6.70%
- YTD
- -2.01%
- 6M
- 2.97%
- 1Y
- 12.73%
- 3Y*
- 15.51%
- 5Y*
- 11.00%
- 10Y*
- 11.11%
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OAYMX vs. FBLEX - Expense Ratio Comparison
OAYMX has a 0.70% expense ratio, which is higher than FBLEX's 0.01% expense ratio.
Return for Risk
OAYMX vs. FBLEX — Risk / Return Rank
OAYMX
FBLEX
OAYMX vs. FBLEX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Oakmark Fund Advisor Class (OAYMX) and Fidelity Series Stock Selector Large Cap Value Fund (FBLEX). 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.
| OAYMX | FBLEX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.50 | 0.91 | -0.41 |
Sortino ratioReturn per unit of downside risk | 0.82 | 1.32 | -0.50 |
Omega ratioGain probability vs. loss probability | 1.12 | 1.20 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 0.55 | 1.06 | -0.51 |
Martin ratioReturn relative to average drawdown | 2.21 | 4.92 | -2.71 |
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
| OAYMX | FBLEX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.50 | 0.91 | -0.41 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.61 | 0.75 | -0.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.64 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.61 | 0.69 | -0.08 |
Correlation
The correlation between OAYMX and FBLEX 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.
Dividends
OAYMX vs. FBLEX - Dividend Comparison
OAYMX's dividend yield for the trailing twelve months is around 1.17%, less than FBLEX's 11.33% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OAYMX Oakmark Fund Advisor Class | 1.17% | 1.12% | 1.30% | 1.19% | 1.16% | 1.64% | 0.27% | 8.44% | 8.35% | 4.22% | 0.00% | 0.00% |
FBLEX Fidelity Series Stock Selector Large Cap Value Fund | 11.33% | 9.95% | 12.63% | 5.05% | 12.66% | 14.51% | 3.85% | 5.65% | 10.97% | 7.09% | 2.47% | 13.81% |
Drawdowns
OAYMX vs. FBLEX - Drawdown Comparison
The maximum OAYMX drawdown since its inception was -40.09%, roughly equal to the maximum FBLEX drawdown of -39.73%. Use the drawdown chart below to compare losses from any high point for OAYMX and FBLEX.
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Drawdown Indicators
| OAYMX | FBLEX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.09% | -39.73% | -0.36% |
Max Drawdown (1Y)Largest decline over 1 year | -13.46% | -11.55% | -1.91% |
Max Drawdown (5Y)Largest decline over 5 years | -23.55% | -19.00% | -4.55% |
Max Drawdown (10Y)Largest decline over 10 years | — | -39.73% | — |
Current DrawdownCurrent decline from peak | -6.57% | -6.89% | +0.32% |
Average DrawdownAverage peak-to-trough decline | -5.58% | -3.86% | -1.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.36% | 2.49% | +0.87% |
Volatility
OAYMX vs. FBLEX - Volatility Comparison
Oakmark Fund Advisor Class (OAYMX) has a higher volatility of 3.69% compared to Fidelity Series Stock Selector Large Cap Value Fund (FBLEX) at 3.48%. This indicates that OAYMX's price experiences larger fluctuations and is considered to be riskier than FBLEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| OAYMX | FBLEX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.69% | 3.48% | +0.21% |
Volatility (6M)Calculated over the trailing 6-month period | 10.20% | 7.78% | +2.42% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.73% | 15.13% | +3.60% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.32% | 14.78% | +3.54% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.66% | 17.39% | +3.27% |