VEIRX vs. FLPKX
Compare and contrast key facts about Vanguard Equity Income Fund Admiral Shares (VEIRX) and Fidelity Low-Priced Stock Fund Class K (FLPKX).
VEIRX is managed by Vanguard. It was launched on Aug 13, 2001. FLPKX is managed by T. Rowe Price. It was launched on May 9, 2008.
Performance
VEIRX vs. FLPKX - Performance Comparison
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VEIRX vs. FLPKX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VEIRX Vanguard Equity Income Fund Admiral Shares | 1.44% | 17.25% | 14.91% | 7.76% | -0.08% | 25.49% | 3.08% | 25.34% | -5.68% | 17.68% |
FLPKX Fidelity Low-Priced Stock Fund Class K | 1.77% | 14.75% | 7.33% | 14.50% | -5.63% | 24.57% | 9.42% | 25.89% | -10.73% | 18.89% |
Returns By Period
In the year-to-date period, VEIRX achieves a 1.44% return, which is significantly lower than FLPKX's 1.77% return. Over the past 10 years, VEIRX has outperformed FLPKX with an annualized return of 11.33%, while FLPKX has yielded a comparatively lower 10.28% annualized return.
VEIRX
- 1D
- -0.06%
- 1M
- -3.21%
- YTD
- 1.44%
- 6M
- 4.87%
- 1Y
- 15.25%
- 3Y*
- 14.59%
- 5Y*
- 10.77%
- 10Y*
- 11.33%
FLPKX
- 1D
- 0.79%
- 1M
- -3.32%
- YTD
- 1.77%
- 6M
- 3.30%
- 1Y
- 16.81%
- 3Y*
- 12.37%
- 5Y*
- 7.96%
- 10Y*
- 10.28%
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VEIRX vs. FLPKX - Expense Ratio Comparison
VEIRX has a 0.19% expense ratio, which is lower than FLPKX's 0.74% expense ratio.
Return for Risk
VEIRX vs. FLPKX — Risk / Return Rank
VEIRX
FLPKX
VEIRX vs. FLPKX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Equity Income Fund Admiral Shares (VEIRX) and Fidelity Low-Priced Stock Fund Class K (FLPKX). 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.
| VEIRX | FLPKX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.07 | 1.07 | 0.00 |
Sortino ratioReturn per unit of downside risk | 1.55 | 1.59 | -0.04 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.23 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.44 | 1.44 | -0.01 |
Martin ratioReturn relative to average drawdown | 6.25 | 5.85 | +0.40 |
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
| VEIRX | FLPKX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.07 | 1.07 | 0.00 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.78 | 0.46 | +0.31 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.70 | 0.59 | +0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.50 | 0.51 | -0.01 |
Correlation
The correlation between VEIRX and FLPKX is 0.89, 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
VEIRX vs. FLPKX - Dividend Comparison
VEIRX's dividend yield for the trailing twelve months is around 10.94%, less than FLPKX's 13.10% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VEIRX Vanguard Equity Income Fund Admiral Shares | 10.94% | 11.03% | 9.83% | 7.96% | 8.79% | 7.71% | 2.86% | 4.45% | 10.98% | 3.04% | 3.87% | 6.48% |
FLPKX Fidelity Low-Priced Stock Fund Class K | 13.10% | 13.34% | 16.33% | 18.41% | 9.55% | 12.20% | 11.24% | 8.23% | 13.58% | 7.46% | 4.95% | 4.08% |
Drawdowns
VEIRX vs. FLPKX - Drawdown Comparison
The maximum VEIRX drawdown since its inception was -54.02%, which is greater than FLPKX's maximum drawdown of -51.34%. Use the drawdown chart below to compare losses from any high point for VEIRX and FLPKX.
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Drawdown Indicators
| VEIRX | FLPKX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.02% | -51.34% | -2.68% |
Max Drawdown (1Y)Largest decline over 1 year | -7.30% | -8.84% | +1.54% |
Max Drawdown (5Y)Largest decline over 5 years | -15.12% | -18.71% | +3.59% |
Max Drawdown (10Y)Largest decline over 10 years | -35.26% | -38.15% | +2.89% |
Current DrawdownCurrent decline from peak | -5.39% | -6.22% | +0.83% |
Average DrawdownAverage peak-to-trough decline | -6.54% | -6.53% | -0.01% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.52% | 3.08% | -0.56% |
Volatility
VEIRX vs. FLPKX - Volatility Comparison
The current volatility for Vanguard Equity Income Fund Admiral Shares (VEIRX) is 3.53%, while Fidelity Low-Priced Stock Fund Class K (FLPKX) has a volatility of 4.53%. This indicates that VEIRX experiences smaller price fluctuations and is considered to be less risky than FLPKX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VEIRX | FLPKX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.53% | 4.53% | -1.00% |
Volatility (6M)Calculated over the trailing 6-month period | 7.85% | 9.35% | -1.50% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.03% | 16.91% | -1.88% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.92% | 17.23% | -3.31% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.30% | 17.34% | -1.04% |