SLVIX vs. FLCOX
Compare and contrast key facts about Columbia Select Large Cap Value Fund Institutional Class 2 (SLVIX) and Fidelity Large Cap Value Index Fund (FLCOX).
SLVIX is an actively managed fund by Columbia. It was launched on Nov 30, 2001. 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
SLVIX vs. FLCOX - Performance Comparison
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SLVIX vs. FLCOX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SLVIX Columbia Select Large Cap Value Fund Institutional Class 2 | 2.66% | 28.02% | 12.90% | 5.90% | -0.78% | 26.68% | 6.49% | 26.89% | -12.03% | 18.05% |
FLCOX Fidelity Large Cap Value Index Fund | 2.08% | 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, SLVIX achieves a 2.66% return, which is significantly higher than FLCOX's 2.08% return.
SLVIX
- 1D
- 2.39%
- 1M
- -6.41%
- YTD
- 2.66%
- 6M
- 10.95%
- 1Y
- 27.78%
- 3Y*
- 16.80%
- 5Y*
- 11.26%
- 10Y*
- 12.75%
FLCOX
- 1D
- 2.13%
- 1M
- -4.69%
- YTD
- 2.08%
- 6M
- 5.86%
- 1Y
- 15.94%
- 3Y*
- 14.30%
- 5Y*
- 9.21%
- 10Y*
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SLVIX vs. FLCOX - Expense Ratio Comparison
SLVIX has a 0.53% expense ratio, which is higher than FLCOX's 0.04% expense ratio.
Return for Risk
SLVIX vs. FLCOX — Risk / Return Rank
SLVIX
FLCOX
SLVIX vs. FLCOX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Select Large Cap Value Fund Institutional Class 2 (SLVIX) 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.
| SLVIX | FLCOX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.63 | 1.02 | +0.62 |
Sortino ratioReturn per unit of downside risk | 2.18 | 1.48 | +0.71 |
Omega ratioGain probability vs. loss probability | 1.35 | 1.22 | +0.12 |
Calmar ratioReturn relative to maximum drawdown | 2.32 | 1.44 | +0.88 |
Martin ratioReturn relative to average drawdown | 9.87 | 6.76 | +3.11 |
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
| SLVIX | FLCOX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.63 | 1.02 | +0.62 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.71 | 0.62 | +0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.68 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.43 | 0.54 | -0.10 |
Correlation
The correlation between SLVIX and FLCOX is 0.94, 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
SLVIX vs. FLCOX - Dividend Comparison
SLVIX's dividend yield for the trailing twelve months is around 8.15%, more than FLCOX's 1.48% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SLVIX Columbia Select Large Cap Value Fund Institutional Class 2 | 8.15% | 8.37% | 3.62% | 3.75% | 1.62% | 5.95% | 7.47% | 6.97% | 5.02% | 3.73% | 6.95% | 4.71% |
FLCOX Fidelity Large Cap Value Index Fund | 1.48% | 1.51% | 1.92% | 1.99% | 2.01% | 1.55% | 2.28% | 3.82% | 2.79% | 0.60% | 0.00% | 0.00% |
Drawdowns
SLVIX vs. FLCOX - Drawdown Comparison
The maximum SLVIX drawdown since its inception was -59.63%, which is greater than FLCOX's maximum drawdown of -38.28%. Use the drawdown chart below to compare losses from any high point for SLVIX and FLCOX.
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Drawdown Indicators
| SLVIX | FLCOX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.63% | -38.28% | -21.35% |
Max Drawdown (1Y)Largest decline over 1 year | -12.39% | -11.81% | -0.58% |
Max Drawdown (5Y)Largest decline over 5 years | -18.35% | -19.00% | +0.65% |
Max Drawdown (10Y)Largest decline over 10 years | -41.46% | — | — |
Current DrawdownCurrent decline from peak | -6.82% | -4.82% | -2.00% |
Average DrawdownAverage peak-to-trough decline | -8.34% | -4.52% | -3.82% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.91% | 2.51% | +0.40% |
Volatility
SLVIX vs. FLCOX - Volatility Comparison
Columbia Select Large Cap Value Fund Institutional Class 2 (SLVIX) has a higher volatility of 4.68% compared to Fidelity Large Cap Value Index Fund (FLCOX) at 4.38%. This indicates that SLVIX's price experiences larger fluctuations and is considered to be riskier 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
| SLVIX | FLCOX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.68% | 4.38% | +0.30% |
Volatility (6M)Calculated over the trailing 6-month period | 9.32% | 8.29% | +1.03% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.06% | 15.73% | +1.33% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.91% | 14.83% | +1.08% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.69% | 17.73% | +0.96% |