YACKX vs. FLPSX
Compare and contrast key facts about AMG Yacktman Fund (YACKX) and Fidelity Low-Priced Stock Fund (FLPSX).
YACKX is managed by AMG. It was launched on Jul 6, 1992. FLPSX is managed by T. Rowe Price. It was launched on Dec 27, 1989.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: YACKX or FLPSX.
Correlation
The correlation between YACKX and FLPSX is 0.76, 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
YACKX vs. FLPSX - Performance Comparison
Key characteristics
YACKX:
-0.18
FLPSX:
-0.08
YACKX:
-0.13
FLPSX:
-0.01
YACKX:
0.98
FLPSX:
1.00
YACKX:
-0.18
FLPSX:
-0.05
YACKX:
-1.10
FLPSX:
-0.23
YACKX:
2.22%
FLPSX:
5.27%
YACKX:
13.57%
FLPSX:
14.72%
YACKX:
-55.37%
FLPSX:
-52.95%
YACKX:
-13.70%
FLPSX:
-25.01%
Returns By Period
In the year-to-date period, YACKX achieves a -4.20% return, which is significantly lower than FLPSX's -3.09% return. Over the past 10 years, YACKX has outperformed FLPSX with an annualized return of 7.74%, while FLPSX has yielded a comparatively lower 0.16% annualized return.
YACKX
-4.20%
-12.62%
-7.87%
-3.12%
7.28%
7.74%
FLPSX
-3.09%
-4.02%
-8.91%
-2.04%
-1.79%
0.16%
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YACKX vs. FLPSX - Expense Ratio Comparison
YACKX has a 0.71% expense ratio, which is lower than FLPSX's 0.82% expense ratio.
Risk-Adjusted Performance
YACKX vs. FLPSX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for AMG Yacktman Fund (YACKX) and Fidelity Low-Priced Stock Fund (FLPSX). 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
YACKX vs. FLPSX - Dividend Comparison
YACKX has not paid dividends to shareholders, while FLPSX's dividend yield for the trailing twelve months is around 6.08%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
YACKX AMG Yacktman Fund | 0.00% | 1.78% | 1.56% | 1.10% | 1.33% | 1.79% | 2.28% | 1.48% | 1.90% | 1.63% | 1.06% | 0.90% |
FLPSX Fidelity Low-Priced Stock Fund | 6.08% | 2.02% | 1.20% | 1.54% | 1.77% | 1.77% | 1.94% | 1.45% | 1.20% | 5.15% | 6.91% | 7.46% |
Drawdowns
YACKX vs. FLPSX - Drawdown Comparison
The maximum YACKX drawdown since its inception was -55.37%, roughly equal to the maximum FLPSX drawdown of -52.95%. Use the drawdown chart below to compare losses from any high point for YACKX and FLPSX. For additional features, visit the drawdowns tool.
Volatility
YACKX vs. FLPSX - Volatility Comparison
AMG Yacktman Fund (YACKX) has a higher volatility of 10.34% compared to Fidelity Low-Priced Stock Fund (FLPSX) at 3.62%. This indicates that YACKX's price experiences larger fluctuations and is considered to be riskier than FLPSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.