VWNAX vs. FLPKX
Compare and contrast key facts about Vanguard Windsor II Fund Admiral Shares (VWNAX) and Fidelity Low-Priced Stock Fund Class K (FLPKX).
VWNAX is managed by Vanguard. It was launched on May 14, 2001. FLPKX is managed by T. Rowe Price. It was launched on May 9, 2008.
Performance
VWNAX vs. FLPKX - Performance Comparison
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VWNAX vs. FLPKX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VWNAX Vanguard Windsor II Fund Admiral Shares | -1.09% | 18.64% | 13.99% | 21.10% | -13.18% | 28.95% | 14.49% | 29.16% | -8.57% | 15.67% |
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, VWNAX achieves a -1.09% return, which is significantly lower than FLPKX's 0.97% return. Over the past 10 years, VWNAX has outperformed FLPKX with an annualized return of 12.34%, while FLPKX has yielded a comparatively lower 10.19% annualized return.
VWNAX
- 1D
- 2.24%
- 1M
- -5.09%
- YTD
- -1.09%
- 6M
- 2.98%
- 1Y
- 17.97%
- 3Y*
- 15.67%
- 5Y*
- 9.99%
- 10Y*
- 12.34%
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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VWNAX vs. FLPKX - Expense Ratio Comparison
VWNAX has a 0.26% expense ratio, which is lower than FLPKX's 0.74% expense ratio.
Return for Risk
VWNAX vs. FLPKX — Risk / Return Rank
VWNAX
FLPKX
VWNAX vs. FLPKX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Windsor II Fund Admiral Shares (VWNAX) 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.
| VWNAX | FLPKX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.09 | 1.04 | +0.05 |
Sortino ratioReturn per unit of downside risk | 1.60 | 1.54 | +0.06 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.22 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.58 | 1.24 | +0.34 |
Martin ratioReturn relative to average drawdown | 7.23 | 5.08 | +2.15 |
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
| VWNAX | FLPKX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.09 | 1.04 | +0.05 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.59 | 0.45 | +0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.67 | 0.59 | +0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.51 | -0.06 |
Correlation
The correlation between VWNAX and FLPKX is 0.91, 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
VWNAX vs. FLPKX - Dividend Comparison
VWNAX's dividend yield for the trailing twelve months is around 11.68%, less than FLPKX's 13.21% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VWNAX Vanguard Windsor II Fund Admiral Shares | 11.68% | 11.55% | 10.59% | 5.19% | 7.36% | 7.92% | 7.39% | 10.15% | 11.48% | 7.38% | 8.17% | 8.05% |
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
VWNAX vs. FLPKX - Drawdown Comparison
The maximum VWNAX drawdown since its inception was -57.51%, which is greater than FLPKX's maximum drawdown of -51.34%. Use the drawdown chart below to compare losses from any high point for VWNAX and FLPKX.
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Drawdown Indicators
| VWNAX | FLPKX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.51% | -51.34% | -6.17% |
Max Drawdown (1Y)Largest decline over 1 year | -11.93% | -12.52% | +0.59% |
Max Drawdown (5Y)Largest decline over 5 years | -22.70% | -18.71% | -3.99% |
Max Drawdown (10Y)Largest decline over 10 years | -37.42% | -38.15% | +0.73% |
Current DrawdownCurrent decline from peak | -5.78% | -6.96% | +1.18% |
Average DrawdownAverage peak-to-trough decline | -9.05% | -6.53% | -2.52% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.60% | 3.06% | -0.46% |
Volatility
VWNAX vs. FLPKX - Volatility Comparison
Vanguard Windsor II Fund Admiral Shares (VWNAX) and Fidelity Low-Priced Stock Fund Class K (FLPKX) have volatilities of 4.57% and 4.78%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VWNAX | FLPKX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.57% | 4.78% | -0.21% |
Volatility (6M)Calculated over the trailing 6-month period | 8.89% | 9.32% | -0.43% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.77% | 16.89% | -0.12% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.05% | 17.23% | -0.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.40% | 17.35% | +1.05% |