PQIAX vs. FBLEX
Compare and contrast key facts about Principal Equity Income Fund (PQIAX) and Fidelity Series Stock Selector Large Cap Value Fund (FBLEX).
PQIAX is managed by Principal. It was launched on May 31, 1939. FBLEX is managed by Fidelity. It was launched on Dec 6, 2012.
Performance
PQIAX vs. FBLEX - Performance Comparison
Loading graphics...
PQIAX vs. FBLEX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PQIAX Principal Equity Income Fund | -0.22% | 15.29% | 26.56% | 10.77% | -10.82% | 21.88% | 6.12% | 28.44% | -5.44% | 20.53% |
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, PQIAX achieves a -0.22% return, which is significantly higher than FBLEX's -2.01% return. Over the past 10 years, PQIAX has outperformed FBLEX with an annualized return of 11.80%, while FBLEX has yielded a comparatively lower 11.11% annualized return.
PQIAX
- 1D
- -0.10%
- 1M
- -6.38%
- YTD
- -0.22%
- 6M
- 3.12%
- 1Y
- 14.39%
- 3Y*
- 17.28%
- 5Y*
- 10.29%
- 10Y*
- 11.80%
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%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
PQIAX vs. FBLEX - Expense Ratio Comparison
PQIAX has a 0.86% expense ratio, which is higher than FBLEX's 0.01% expense ratio.
Return for Risk
PQIAX vs. FBLEX — Risk / Return Rank
PQIAX
FBLEX
PQIAX vs. FBLEX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal Equity Income Fund (PQIAX) 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.
| PQIAX | FBLEX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.00 | 0.91 | +0.09 |
Sortino ratioReturn per unit of downside risk | 1.49 | 1.32 | +0.18 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.20 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.18 | 1.06 | +0.12 |
Martin ratioReturn relative to average drawdown | 5.39 | 4.92 | +0.47 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| PQIAX | FBLEX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.00 | 0.91 | +0.09 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.68 | 0.75 | -0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.72 | 0.64 | +0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.41 | 0.69 | -0.28 |
Correlation
The correlation between PQIAX and FBLEX is 0.95, 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
PQIAX vs. FBLEX - Dividend Comparison
PQIAX's dividend yield for the trailing twelve months is around 9.97%, less than FBLEX's 11.33% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PQIAX Principal Equity Income Fund | 9.97% | 9.92% | 20.62% | 2.58% | 5.37% | 5.05% | 1.52% | 4.30% | 7.41% | 6.28% | 3.73% | 2.11% |
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
PQIAX vs. FBLEX - Drawdown Comparison
The maximum PQIAX drawdown since its inception was -54.68%, which is greater than FBLEX's maximum drawdown of -39.73%. Use the drawdown chart below to compare losses from any high point for PQIAX and FBLEX.
Loading graphics...
Drawdown Indicators
| PQIAX | FBLEX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.68% | -39.73% | -14.95% |
Max Drawdown (1Y)Largest decline over 1 year | -11.77% | -11.55% | -0.22% |
Max Drawdown (5Y)Largest decline over 5 years | -21.22% | -19.00% | -2.22% |
Max Drawdown (10Y)Largest decline over 10 years | -37.67% | -39.73% | +2.06% |
Current DrawdownCurrent decline from peak | -7.07% | -6.89% | -0.18% |
Average DrawdownAverage peak-to-trough decline | -7.04% | -3.86% | -3.18% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.58% | 2.49% | +0.09% |
Volatility
PQIAX vs. FBLEX - Volatility Comparison
The current volatility for Principal Equity Income Fund (PQIAX) is 3.30%, while Fidelity Series Stock Selector Large Cap Value Fund (FBLEX) has a volatility of 3.48%. This indicates that PQIAX experiences smaller price fluctuations and is considered to be less risky than FBLEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| PQIAX | FBLEX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.30% | 3.48% | -0.18% |
Volatility (6M)Calculated over the trailing 6-month period | 7.91% | 7.78% | +0.13% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.46% | 15.13% | +0.33% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.25% | 14.78% | +0.47% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.40% | 17.39% | -0.99% |