SLVRX vs. FLCOX
Compare and contrast key facts about Columbia Select Large Cap Value Fund Class R (SLVRX) and Fidelity Large Cap Value Index Fund (FLCOX).
SLVRX is managed by Columbia. It was launched on Apr 30, 2003. 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
SLVRX vs. FLCOX - Performance Comparison
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SLVRX vs. FLCOX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SLVRX Columbia Select Large Cap Value Fund Class R | 2.51% | 27.32% | 12.24% | 5.25% | -1.30% | 26.02% | 5.92% | 26.26% | -12.52% | 17.96% |
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, SLVRX achieves a 2.51% return, which is significantly higher than FLCOX's 2.08% return.
SLVRX
- 1D
- 2.38%
- 1M
- -6.44%
- YTD
- 2.51%
- 6M
- 10.64%
- 1Y
- 27.09%
- 3Y*
- 16.12%
- 5Y*
- 10.64%
- 10Y*
- 12.33%
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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SLVRX vs. FLCOX - Expense Ratio Comparison
SLVRX has a 1.05% expense ratio, which is higher than FLCOX's 0.04% expense ratio.
Return for Risk
SLVRX vs. FLCOX — Risk / Return Rank
SLVRX
FLCOX
SLVRX vs. FLCOX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Select Large Cap Value Fund Class R (SLVRX) 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.
| SLVRX | FLCOX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.59 | 1.02 | +0.57 |
Sortino ratioReturn per unit of downside risk | 2.13 | 1.48 | +0.66 |
Omega ratioGain probability vs. loss probability | 1.34 | 1.22 | +0.11 |
Calmar ratioReturn relative to maximum drawdown | 2.26 | 1.44 | +0.82 |
Martin ratioReturn relative to average drawdown | 9.58 | 6.76 | +2.81 |
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
| SLVRX | FLCOX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.59 | 1.02 | +0.57 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.67 | 0.62 | +0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.66 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.54 | -0.07 |
Correlation
The correlation between SLVRX 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
SLVRX vs. FLCOX - Dividend Comparison
SLVRX's dividend yield for the trailing twelve months is around 8.29%, more than FLCOX's 1.48% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SLVRX Columbia Select Large Cap Value Fund Class R | 8.29% | 8.50% | 3.27% | 3.42% | 1.15% | 5.83% | 7.46% | 6.83% | 4.60% | 3.92% | 8.22% | 4.27% |
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
SLVRX vs. FLCOX - Drawdown Comparison
The maximum SLVRX drawdown since its inception was -60.20%, which is greater than FLCOX's maximum drawdown of -38.28%. Use the drawdown chart below to compare losses from any high point for SLVRX and FLCOX.
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Drawdown Indicators
| SLVRX | FLCOX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.20% | -38.28% | -21.92% |
Max Drawdown (1Y)Largest decline over 1 year | -12.41% | -11.81% | -0.60% |
Max Drawdown (5Y)Largest decline over 5 years | -18.53% | -19.00% | +0.47% |
Max Drawdown (10Y)Largest decline over 10 years | -41.51% | — | — |
Current DrawdownCurrent decline from peak | -6.87% | -4.82% | -2.05% |
Average DrawdownAverage peak-to-trough decline | -7.47% | -4.52% | -2.95% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.92% | 2.51% | +0.41% |
Volatility
SLVRX vs. FLCOX - Volatility Comparison
Columbia Select Large Cap Value Fund Class R (SLVRX) has a higher volatility of 4.66% compared to Fidelity Large Cap Value Index Fund (FLCOX) at 4.38%. This indicates that SLVRX'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
| SLVRX | FLCOX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.66% | 4.38% | +0.28% |
Volatility (6M)Calculated over the trailing 6-month period | 9.32% | 8.29% | +1.03% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.08% | 15.73% | +1.35% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.89% | 14.83% | +1.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.69% | 17.73% | +0.96% |