FCAUX vs. FSMDX

In the year-to-date period, FCAUX achieves a -0.41% return, which is significantly lower than FSMDX's 0.86% return.

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FCAUX has a 1.04% expense ratio, which is higher than FSMDX's 0.03% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Climate Action Fund (FCAUX) and Fidelity Mid Cap Index Fund (FSMDX). 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.

The current FCAUX Sharpe Ratio is 0.25, which is lower than the FSMDX Sharpe Ratio of 0.59. The chart below compares the historical Sharpe Ratios of FCAUX and FSMDX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FCAUX has not paid dividends to shareholders, while FSMDX's dividend yield for the trailing twelve months is around 2.30%.

The maximum FCAUX drawdown since its inception was -35.11%, smaller than the maximum FSMDX drawdown of -40.35%. Use the drawdown chart below to compare losses from any high point for FCAUX and FSMDX.

Fidelity Climate Action Fund (FCAUX) and Fidelity Mid Cap Index Fund (FSMDX) have volatilities of 5.35% and 5.22%, 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.