PYEQX vs. FLCOX
Compare and contrast key facts about Pioneer Equity Income Y (PYEQX) and Fidelity Large Cap Value Index Fund (FLCOX).
PYEQX is managed by Amundi. It was launched on Jul 25, 1990. FLCOX is a passively managed fund by Fidelity that tracks the performance of the Russell 1000 Value Index. It was launched on Jun 7, 2016.
Performance
PYEQX vs. FLCOX - Performance Comparison
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PYEQX vs. FLCOX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PYEQX Pioneer Equity Income Y | 3.31% | 11.46% | 11.46% | 7.54% | -7.92% | 25.56% | 0.09% | 25.76% | -8.70% | 14.51% |
FLCOX Fidelity Large Cap Value Index Fund | 2.61% | 15.90% | 14.38% | 11.48% | -7.57% | 25.09% | 2.87% | 26.54% | -8.38% | 10.90% |
Returns By Period
In the year-to-date period, PYEQX achieves a 3.31% return, which is significantly higher than FLCOX's 2.61% return.
PYEQX
- 1D
- -0.38%
- 1M
- -2.53%
- YTD
- 3.31%
- 6M
- 7.77%
- 1Y
- 12.49%
- 3Y*
- 11.07%
- 5Y*
- 7.58%
- 10Y*
- 9.19%
FLCOX
- 1D
- 0.52%
- 1M
- -2.93%
- YTD
- 2.61%
- 6M
- 6.31%
- 1Y
- 15.79%
- 3Y*
- 14.50%
- 5Y*
- 9.32%
- 10Y*
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PYEQX vs. FLCOX - Expense Ratio Comparison
PYEQX has a 0.81% expense ratio, which is higher than FLCOX's 0.04% expense ratio.
Return for Risk
PYEQX vs. FLCOX — Risk / Return Rank
PYEQX
FLCOX
PYEQX vs. FLCOX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Pioneer Equity Income Y (PYEQX) and Fidelity Large Cap Value Index Fund (FLCOX). 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.
| PYEQX | FLCOX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.78 | 1.06 | -0.27 |
Sortino ratioReturn per unit of downside risk | 1.16 | 1.53 | -0.37 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.23 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 0.95 | 1.40 | -0.44 |
Martin ratioReturn relative to average drawdown | 3.69 | 6.54 | -2.84 |
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
| PYEQX | FLCOX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.78 | 1.06 | -0.27 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.50 | 0.63 | -0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.54 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.41 | 0.54 | -0.13 |
Correlation
The correlation between PYEQX and FLCOX is 0.96, 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
PYEQX vs. FLCOX - Dividend Comparison
PYEQX's dividend yield for the trailing twelve months is around 8.58%, more than FLCOX's 1.47% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PYEQX Pioneer Equity Income Y | 8.58% | 8.95% | 39.97% | 17.70% | 12.73% | 9.44% | 1.77% | 4.15% | 7.99% | 5.46% | 13.20% | 10.34% |
FLCOX Fidelity Large Cap Value Index Fund | 1.47% | 1.51% | 1.92% | 1.99% | 2.01% | 1.55% | 2.28% | 3.82% | 2.79% | 0.60% | 0.00% | 0.00% |
Drawdowns
PYEQX vs. FLCOX - Drawdown Comparison
The maximum PYEQX drawdown since its inception was -53.72%, which is greater than FLCOX's maximum drawdown of -38.28%. Use the drawdown chart below to compare losses from any high point for PYEQX and FLCOX.
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Drawdown Indicators
| PYEQX | FLCOX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.72% | -38.28% | -15.44% |
Max Drawdown (1Y)Largest decline over 1 year | -8.15% | -7.96% | -0.19% |
Max Drawdown (5Y)Largest decline over 5 years | -20.14% | -19.00% | -1.14% |
Max Drawdown (10Y)Largest decline over 10 years | -37.88% | — | — |
Current DrawdownCurrent decline from peak | -5.66% | -4.32% | -1.34% |
Average DrawdownAverage peak-to-trough decline | -7.69% | -4.52% | -3.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.41% | 2.52% | +0.89% |
Volatility
PYEQX vs. FLCOX - Volatility Comparison
The current volatility for Pioneer Equity Income Y (PYEQX) is 3.44%, while Fidelity Large Cap Value Index Fund (FLCOX) has a volatility of 4.29%. This indicates that PYEQX experiences smaller price fluctuations and is considered to be less risky than FLCOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PYEQX | FLCOX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.44% | 4.29% | -0.85% |
Volatility (6M)Calculated over the trailing 6-month period | 8.66% | 8.31% | +0.35% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.83% | 15.72% | +1.11% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.31% | 14.82% | +0.49% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.17% | 17.73% | -0.56% |