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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VWNAX or FLPKX.
Key characteristics
| VWNAX | FLPKX | |
|---|---|---|
| YTD Return | 18.39% | 13.20% |
| 1Y Return | 31.88% | 27.12% |
| 3Y Return (Ann) | 7.70% | 7.12% |
| 5Y Return (Ann) | 13.68% | 12.00% |
| 10Y Return (Ann) | 10.94% | 9.73% |
| Sharpe Ratio | 2.82 | 2.09 |
| Sortino Ratio | 3.81 | 2.92 |
| Omega Ratio | 1.53 | 1.37 |
| Calmar Ratio | 4.52 | 3.53 |
| Martin Ratio | 19.33 | 12.28 |
| Ulcer Index | 1.60% | 2.17% |
| Daily Std Dev | 10.96% | 12.76% |
| Max Drawdown | -57.51% | -50.24% |
| Current Drawdown | 0.00% | -0.07% |
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.
Performance
VWNAX vs. FLPKX - Performance Comparison
In the year-to-date period, VWNAX achieves a 18.39% return, which is significantly higher than FLPKX's 13.20% return. Over the past 10 years, VWNAX has outperformed FLPKX with an annualized return of 10.94%, while FLPKX has yielded a comparatively lower 9.73% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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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.
Risk-Adjusted Performance
VWNAX vs. FLPKX - Risk-Adjusted Performance 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.
Dividends
VWNAX vs. FLPKX - Dividend Comparison
VWNAX's dividend yield for the trailing twelve months is around 1.60%, less than FLPKX's 2.17% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VWNAX Vanguard Windsor II Fund Admiral Shares | 1.60% | 1.72% | 1.70% | 1.26% | 1.38% | 2.20% | 2.70% | 2.09% | 2.57% | 2.49% | 2.42% | 2.08% |
FLPKX Fidelity Low-Priced Stock Fund Class K | 2.17% | 2.11% | 1.28% | 1.63% | 1.85% | 1.86% | 2.06% | 1.55% | 1.30% | 5.31% | 7.13% | 7.66% |
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 -50.24%. Use the drawdown chart below to compare losses from any high point for VWNAX and FLPKX. For additional features, visit the drawdowns tool.
Volatility
VWNAX vs. FLPKX - Volatility Comparison
The current volatility for Vanguard Windsor II Fund Admiral Shares (VWNAX) is 3.54%, while Fidelity Low-Priced Stock Fund Class K (FLPKX) has a volatility of 4.17%. This indicates that VWNAX 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.