FCMVX vs. TRMCX
Compare and contrast key facts about Fidelity Mid Cap Value K6 Fund (FCMVX) and T. Rowe Price Mid-Cap Value Fund (TRMCX).
FCMVX is managed by Fidelity. It was launched on May 25, 2017. TRMCX is managed by T. Rowe Price. It was launched on Jun 28, 1996.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FCMVX or TRMCX.
Correlation
The correlation between FCMVX and TRMCX is 0.94, 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
FCMVX vs. TRMCX - Performance Comparison
Key characteristics
FCMVX:
-0.45
TRMCX:
0.37
FCMVX:
-0.34
TRMCX:
0.54
FCMVX:
0.92
TRMCX:
1.10
FCMVX:
-0.40
TRMCX:
0.36
FCMVX:
-1.09
TRMCX:
0.98
FCMVX:
12.22%
TRMCX:
6.59%
FCMVX:
29.35%
TRMCX:
17.40%
FCMVX:
-44.87%
TRMCX:
-60.52%
FCMVX:
-30.43%
TRMCX:
-14.09%
Returns By Period
In the year-to-date period, FCMVX achieves a 2.68% return, which is significantly lower than TRMCX's 3.13% return.
FCMVX
2.68%
0.72%
-22.12%
-16.13%
5.32%
N/A
TRMCX
3.13%
1.54%
-4.68%
3.36%
4.41%
2.08%
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FCMVX vs. TRMCX - Expense Ratio Comparison
FCMVX has a 0.45% expense ratio, which is lower than TRMCX's 0.77% expense ratio.
Risk-Adjusted Performance
FCMVX vs. TRMCX — Risk-Adjusted Performance Rank
FCMVX
TRMCX
FCMVX vs. TRMCX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Mid Cap Value K6 Fund (FCMVX) and T. Rowe Price Mid-Cap Value Fund (TRMCX). 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
FCMVX vs. TRMCX - Dividend Comparison
FCMVX's dividend yield for the trailing twelve months is around 3.08%, more than TRMCX's 1.39% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCMVX Fidelity Mid Cap Value K6 Fund | 3.08% | 3.16% | 1.11% | 1.68% | 1.39% | 2.19% | 1.68% | 2.47% | 0.77% | 0.00% | 0.00% | 0.00% |
TRMCX T. Rowe Price Mid-Cap Value Fund | 1.39% | 1.44% | 1.14% | 0.89% | 1.01% | 1.01% | 1.47% | 1.23% | 1.09% | 0.93% | 1.36% | 1.08% |
Drawdowns
FCMVX vs. TRMCX - Drawdown Comparison
The maximum FCMVX drawdown since its inception was -44.87%, smaller than the maximum TRMCX drawdown of -60.52%. Use the drawdown chart below to compare losses from any high point for FCMVX and TRMCX. For additional features, visit the drawdowns tool.
Volatility
FCMVX vs. TRMCX - Volatility Comparison
Fidelity Mid Cap Value K6 Fund (FCMVX) has a higher volatility of 3.57% compared to T. Rowe Price Mid-Cap Value Fund (TRMCX) at 3.05%. This indicates that FCMVX's price experiences larger fluctuations and is considered to be riskier than TRMCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.