RPT vs. FLCOX
Compare and contrast key facts about RPT Realty (RPT) and Fidelity Large Cap Value Index Fund (FLCOX).
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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: RPT or FLCOX.
Key characteristics
| RPT | FLCOX |
|---|
Correlation
The correlation between RPT and FLCOX is 0.54, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
RPT vs. FLCOX - Performance Comparison
The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
RPT vs. FLCOX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for RPT Realty (RPT) 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.
Dividends
RPT vs. FLCOX - Dividend Comparison
RPT has not paid dividends to shareholders, while FLCOX's dividend yield for the trailing twelve months is around 1.82%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RPT RPT Realty | 3.69% | 4.78% | 5.16% | 2.90% | 2.54% | 5.83% | 7.33% | 5.95% | 5.16% | 4.92% | 4.12% | 4.50% |
FLCOX Fidelity Large Cap Value Index Fund | 1.82% | 1.99% | 2.01% | 1.55% | 2.28% | 3.82% | 2.90% | 2.34% | 0.52% | 0.00% | 0.00% | 0.00% |
Drawdowns
RPT vs. FLCOX - Drawdown Comparison
Volatility
RPT vs. FLCOX - Volatility Comparison
The current volatility for RPT Realty (RPT) is 0.00%, while Fidelity Large Cap Value Index Fund (FLCOX) has a volatility of 2.42%. This indicates that RPT 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.