VIEIX vs. FLPKX
Compare and contrast key facts about Vanguard Extended Market Index Fund Institutional Shares (VIEIX) and Fidelity Low-Priced Stock Fund Class K (FLPKX).
VIEIX is managed by Vanguard. It was launched on Jul 7, 1997. FLPKX is managed by T. Rowe Price. It was launched on May 9, 2008.
Performance
VIEIX vs. FLPKX - Performance Comparison
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VIEIX vs. FLPKX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VIEIX Vanguard Extended Market Index Fund Institutional Shares | -1.26% | 11.42% | 15.49% | 26.97% | -26.46% | 12.46% | 32.24% | 28.05% | -9.36% | 18.12% |
FLPKX Fidelity Low-Priced Stock Fund Class K | 0.97% | 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, VIEIX achieves a -1.26% return, which is significantly lower than FLPKX's 0.97% return. Over the past 10 years, VIEIX has outperformed FLPKX with an annualized return of 10.93%, while FLPKX has yielded a comparatively lower 10.19% annualized return.
VIEIX
- 1D
- 3.43%
- 1M
- -5.36%
- YTD
- -1.26%
- 6M
- -1.37%
- 1Y
- 20.15%
- 3Y*
- 15.08%
- 5Y*
- 4.00%
- 10Y*
- 10.93%
FLPKX
- 1D
- 2.01%
- 1M
- -6.02%
- YTD
- 0.97%
- 6M
- 2.44%
- 1Y
- 17.04%
- 3Y*
- 12.07%
- 5Y*
- 7.79%
- 10Y*
- 10.19%
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VIEIX vs. FLPKX - Expense Ratio Comparison
VIEIX has a 0.05% expense ratio, which is lower than FLPKX's 0.74% expense ratio.
Return for Risk
VIEIX vs. FLPKX — Risk / Return Rank
VIEIX
FLPKX
VIEIX vs. FLPKX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Extended Market Index Fund Institutional Shares (VIEIX) 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.
| VIEIX | FLPKX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.91 | 1.04 | -0.13 |
Sortino ratioReturn per unit of downside risk | 1.41 | 1.54 | -0.14 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.22 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.39 | 1.24 | +0.15 |
Martin ratioReturn relative to average drawdown | 5.71 | 5.08 | +0.63 |
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
| VIEIX | FLPKX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.91 | 1.04 | -0.13 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.18 | 0.45 | -0.28 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.49 | 0.59 | -0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.51 | -0.13 |
Correlation
The correlation between VIEIX 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
VIEIX vs. FLPKX - Dividend Comparison
VIEIX's dividend yield for the trailing twelve months is around 1.18%, less than FLPKX's 13.21% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VIEIX Vanguard Extended Market Index Fund Institutional Shares | 1.18% | 1.14% | 1.10% | 1.26% | 1.16% | 1.14% | 1.08% | 1.31% | 1.67% | 1.27% | 1.45% | 1.37% |
FLPKX Fidelity Low-Priced Stock Fund Class K | 13.21% | 13.34% | 16.33% | 18.41% | 9.55% | 12.20% | 11.24% | 8.23% | 13.58% | 7.46% | 4.95% | 4.08% |
Drawdowns
VIEIX vs. FLPKX - Drawdown Comparison
The maximum VIEIX drawdown since its inception was -58.03%, which is greater than FLPKX's maximum drawdown of -51.34%. Use the drawdown chart below to compare losses from any high point for VIEIX and FLPKX.
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Drawdown Indicators
| VIEIX | FLPKX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.03% | -51.34% | -6.69% |
Max Drawdown (1Y)Largest decline over 1 year | -14.63% | -12.52% | -2.11% |
Max Drawdown (5Y)Largest decline over 5 years | -36.32% | -18.71% | -17.61% |
Max Drawdown (10Y)Largest decline over 10 years | -41.62% | -38.15% | -3.47% |
Current DrawdownCurrent decline from peak | -7.17% | -6.96% | -0.21% |
Average DrawdownAverage peak-to-trough decline | -13.91% | -6.53% | -7.38% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.57% | 3.06% | +0.51% |
Volatility
VIEIX vs. FLPKX - Volatility Comparison
Vanguard Extended Market Index Fund Institutional Shares (VIEIX) has a higher volatility of 7.01% compared to Fidelity Low-Priced Stock Fund Class K (FLPKX) at 4.78%. This indicates that VIEIX's price experiences larger fluctuations and is considered to be riskier 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
| VIEIX | FLPKX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.01% | 4.78% | +2.23% |
Volatility (6M)Calculated over the trailing 6-month period | 13.51% | 9.32% | +4.19% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.99% | 16.89% | +6.10% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.38% | 17.23% | +5.15% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.33% | 17.35% | +4.98% |