CMEUX vs. FMCSX
Compare and contrast key facts about Six Circles Managed Equity Portfolio U.S. Unconstrained Fund (CMEUX) and Fidelity Mid-Cap Stock Fund (FMCSX).
CMEUX is managed by Blackrock. It was launched on Apr 10, 2019. FMCSX is managed by Fidelity. It was launched on Mar 29, 1994.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CMEUX or FMCSX.
Correlation
The correlation between CMEUX and FMCSX is 0.75, 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
CMEUX vs. FMCSX - Performance Comparison
Key characteristics
CMEUX:
2.00
FMCSX:
0.40
CMEUX:
2.67
FMCSX:
0.61
CMEUX:
1.37
FMCSX:
1.09
CMEUX:
2.90
FMCSX:
0.52
CMEUX:
12.52
FMCSX:
1.44
CMEUX:
2.10%
FMCSX:
4.31%
CMEUX:
13.21%
FMCSX:
15.43%
CMEUX:
-28.39%
FMCSX:
-62.17%
CMEUX:
-3.04%
FMCSX:
-9.59%
Returns By Period
In the year-to-date period, CMEUX achieves a 25.81% return, which is significantly higher than FMCSX's 5.69% return.
CMEUX
25.81%
-0.57%
8.84%
26.11%
16.25%
N/A
FMCSX
5.69%
-8.58%
6.53%
5.84%
4.55%
2.61%
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CMEUX vs. FMCSX - Expense Ratio Comparison
CMEUX has a 0.07% expense ratio, which is lower than FMCSX's 0.85% expense ratio.
Risk-Adjusted Performance
CMEUX vs. FMCSX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Six Circles Managed Equity Portfolio U.S. Unconstrained Fund (CMEUX) and Fidelity Mid-Cap Stock Fund (FMCSX). 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
CMEUX vs. FMCSX - Dividend Comparison
CMEUX has not paid dividends to shareholders, while FMCSX's dividend yield for the trailing twelve months is around 0.22%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CMEUX Six Circles Managed Equity Portfolio U.S. Unconstrained Fund | 0.00% | 1.16% | 1.38% | 0.89% | 1.48% | 1.12% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FMCSX Fidelity Mid-Cap Stock Fund | 0.22% | 0.92% | 0.73% | 1.15% | 1.14% | 0.98% | 0.94% | 0.57% | 0.77% | 9.86% | 10.28% | 3.30% |
Drawdowns
CMEUX vs. FMCSX - Drawdown Comparison
The maximum CMEUX drawdown since its inception was -28.39%, smaller than the maximum FMCSX drawdown of -62.17%. Use the drawdown chart below to compare losses from any high point for CMEUX and FMCSX. For additional features, visit the drawdowns tool.
Volatility
CMEUX vs. FMCSX - Volatility Comparison
The current volatility for Six Circles Managed Equity Portfolio U.S. Unconstrained Fund (CMEUX) is 4.18%, while Fidelity Mid-Cap Stock Fund (FMCSX) has a volatility of 5.07%. This indicates that CMEUX experiences smaller price fluctuations and is considered to be less risky than FMCSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.