FGSIX vs. VSEQX
Compare and contrast key facts about Federated MDT Mid Cap Growth Fund Institutional Shares (FGSIX) and Vanguard Strategic Equity Fund (VSEQX).
FGSIX is an actively managed fund by Federated. It was launched on Aug 23, 1984. VSEQX is managed by Vanguard. It was launched on Aug 14, 1995.
Performance
FGSIX vs. VSEQX - Performance Comparison
Loading graphics...
FGSIX vs. VSEQX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FGSIX Federated MDT Mid Cap Growth Fund Institutional Shares | -9.48% | 10.87% | 33.37% | 27.44% | -24.39% | 22.77% | 35.86% | 28.34% | -3.00% | 24.70% |
VSEQX Vanguard Strategic Equity Fund | -1.09% | 15.32% | 16.67% | 19.31% | -11.90% | 30.83% | 10.26% | 26.76% | -11.86% | 12.36% |
Returns By Period
In the year-to-date period, FGSIX achieves a -9.48% return, which is significantly lower than VSEQX's -1.09% return. Over the past 10 years, FGSIX has outperformed VSEQX with an annualized return of 13.82%, while VSEQX has yielded a comparatively lower 11.49% annualized return.
FGSIX
- 1D
- -0.80%
- 1M
- -9.33%
- YTD
- -9.48%
- 6M
- -11.71%
- 1Y
- 8.47%
- 3Y*
- 15.84%
- 5Y*
- 9.58%
- 10Y*
- 13.82%
VSEQX
- 1D
- -0.83%
- 1M
- -6.67%
- YTD
- -1.09%
- 6M
- 1.46%
- 1Y
- 21.96%
- 3Y*
- 15.42%
- 5Y*
- 9.89%
- 10Y*
- 11.49%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FGSIX vs. VSEQX - Expense Ratio Comparison
FGSIX has a 0.85% expense ratio, which is higher than VSEQX's 0.17% expense ratio.
Return for Risk
FGSIX vs. VSEQX — Risk / Return Rank
FGSIX
VSEQX
FGSIX vs. VSEQX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Federated MDT Mid Cap Growth Fund Institutional Shares (FGSIX) and Vanguard Strategic Equity Fund (VSEQX). 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.
| FGSIX | VSEQX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.29 | 1.07 | -0.78 |
Sortino ratioReturn per unit of downside risk | 0.56 | 1.59 | -1.03 |
Omega ratioGain probability vs. loss probability | 1.08 | 1.23 | -0.15 |
Calmar ratioReturn relative to maximum drawdown | 0.32 | 1.40 | -1.08 |
Martin ratioReturn relative to average drawdown | 0.99 | 6.70 | -5.71 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| FGSIX | VSEQX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.29 | 1.07 | -0.78 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.43 | 0.50 | -0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.62 | 0.54 | +0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.62 | 0.48 | +0.15 |
Correlation
The correlation between FGSIX and VSEQX is 0.85, 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.
Dividends
FGSIX vs. VSEQX - Dividend Comparison
FGSIX's dividend yield for the trailing twelve months is around 5.04%, less than VSEQX's 11.28% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FGSIX Federated MDT Mid Cap Growth Fund Institutional Shares | 5.04% | 4.56% | 4.02% | 0.00% | 2.17% | 24.31% | 6.77% | 7.83% | 14.02% | 13.59% | 1.11% | 24.86% |
VSEQX Vanguard Strategic Equity Fund | 11.28% | 11.16% | 11.36% | 6.11% | 11.77% | 21.36% | 1.77% | 2.92% | 10.34% | 7.05% | 3.13% | 12.28% |
Drawdowns
FGSIX vs. VSEQX - Drawdown Comparison
The maximum FGSIX drawdown since its inception was -37.16%, smaller than the maximum VSEQX drawdown of -63.55%. Use the drawdown chart below to compare losses from any high point for FGSIX and VSEQX.
Loading graphics...
Drawdown Indicators
| FGSIX | VSEQX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.16% | -63.55% | +26.39% |
Max Drawdown (1Y)Largest decline over 1 year | -13.36% | -14.30% | +0.94% |
Max Drawdown (5Y)Largest decline over 5 years | -35.67% | -24.73% | -10.94% |
Max Drawdown (10Y)Largest decline over 10 years | -37.16% | -44.08% | +6.92% |
Current DrawdownCurrent decline from peak | -13.36% | -7.60% | -5.76% |
Average DrawdownAverage peak-to-trough decline | -7.08% | -9.11% | +2.03% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.34% | 2.99% | +1.35% |
Volatility
FGSIX vs. VSEQX - Volatility Comparison
Federated MDT Mid Cap Growth Fund Institutional Shares (FGSIX) has a higher volatility of 5.43% compared to Vanguard Strategic Equity Fund (VSEQX) at 5.15%. This indicates that FGSIX's price experiences larger fluctuations and is considered to be riskier than VSEQX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| FGSIX | VSEQX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.43% | 5.15% | +0.28% |
Volatility (6M)Calculated over the trailing 6-month period | 13.69% | 11.37% | +2.32% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.29% | 20.77% | -0.48% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.39% | 19.96% | +2.43% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.27% | 21.40% | +0.87% |