FIMVX vs. FMDGX
Compare and contrast key facts about Fidelity Mid Cap Value Index Fund (FIMVX) and Fidelity Mid Cap Growth Index Fund (FMDGX).
FIMVX is managed by Fidelity. It was launched on Jul 11, 2019. FMDGX is managed by Fidelity. It was launched on Jul 11, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FIMVX or FMDGX.
Correlation
The correlation between FIMVX and FMDGX is 0.95, 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
FIMVX vs. FMDGX - Performance Comparison
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Key characteristics
FIMVX:
15.83%
FMDGX:
30.15%
FIMVX:
-0.65%
FMDGX:
-1.66%
FIMVX:
0.00%
FMDGX:
0.00%
Returns By Period
FIMVX
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FMDGX
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FIMVX vs. FMDGX - Expense Ratio Comparison
Both FIMVX and FMDGX have an expense ratio of 0.05%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Risk-Adjusted Performance
FIMVX vs. FMDGX — Risk-Adjusted Performance Rank
FIMVX
FMDGX
FIMVX vs. FMDGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Mid Cap Value Index Fund (FIMVX) and Fidelity Mid Cap Growth Index Fund (FMDGX). 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.
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Dividends
FIMVX vs. FMDGX - Dividend Comparison
FIMVX's dividend yield for the trailing twelve months is around 1.82%, more than FMDGX's 0.46% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|
FIMVX Fidelity Mid Cap Value Index Fund | 1.82% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FMDGX Fidelity Mid Cap Growth Index Fund | 0.46% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FIMVX vs. FMDGX - Drawdown Comparison
The maximum FIMVX drawdown since its inception was -0.65%, smaller than the maximum FMDGX drawdown of -1.66%. Use the drawdown chart below to compare losses from any high point for FIMVX and FMDGX. For additional features, visit the drawdowns tool.
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Volatility
FIMVX vs. FMDGX - Volatility Comparison
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