FKMCX vs. DFFVX
Compare and contrast key facts about Fidelity Mid-Cap Stock Fund Class K (FKMCX) and DFA U.S. Targeted Value Portfolio (DFFVX).
FKMCX is managed by Fidelity. It was launched on May 9, 2008. DFFVX is managed by Dimensional Fund Advisors LP. It was launched on Feb 23, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FKMCX or DFFVX.
Correlation
The correlation between FKMCX and DFFVX is 0.83, 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
FKMCX vs. DFFVX - Performance Comparison
Key characteristics
FKMCX:
-0.26
DFFVX:
-0.14
FKMCX:
-0.22
DFFVX:
-0.04
FKMCX:
0.97
DFFVX:
1.00
FKMCX:
-0.22
DFFVX:
-0.13
FKMCX:
-0.68
DFFVX:
-0.41
FKMCX:
8.14%
DFFVX:
8.27%
FKMCX:
21.33%
DFFVX:
24.00%
FKMCX:
-59.55%
DFFVX:
-65.13%
FKMCX:
-16.33%
DFFVX:
-18.91%
Returns By Period
In the year-to-date period, FKMCX achieves a -7.20% return, which is significantly higher than DFFVX's -11.51% return. Over the past 10 years, FKMCX has underperformed DFFVX with an annualized return of 1.59%, while DFFVX has yielded a comparatively higher 4.37% annualized return.
FKMCX
-7.20%
-1.25%
-8.97%
-5.56%
7.60%
1.59%
DFFVX
-11.51%
-4.69%
-9.51%
-3.32%
15.53%
4.37%
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FKMCX vs. DFFVX - Expense Ratio Comparison
FKMCX has a 0.76% expense ratio, which is higher than DFFVX's 0.29% expense ratio.
Risk-Adjusted Performance
FKMCX vs. DFFVX — Risk-Adjusted Performance Rank
FKMCX
DFFVX
FKMCX vs. DFFVX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Mid-Cap Stock Fund Class K (FKMCX) and DFA U.S. Targeted Value Portfolio (DFFVX). 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
FKMCX vs. DFFVX - Dividend Comparison
FKMCX's dividend yield for the trailing twelve months is around 0.78%, less than DFFVX's 1.71% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FKMCX Fidelity Mid-Cap Stock Fund Class K | 0.78% | 0.73% | 1.01% | 0.78% | 1.20% | 1.23% | 1.08% | 1.07% | 0.68% | 0.88% | 10.02% | 0.33% |
DFFVX DFA U.S. Targeted Value Portfolio | 1.71% | 1.40% | 1.44% | 1.38% | 1.41% | 1.52% | 1.35% | 1.24% | 1.20% | 1.00% | 1.36% | 0.97% |
Drawdowns
FKMCX vs. DFFVX - Drawdown Comparison
The maximum FKMCX drawdown since its inception was -59.55%, smaller than the maximum DFFVX drawdown of -65.13%. Use the drawdown chart below to compare losses from any high point for FKMCX and DFFVX. For additional features, visit the drawdowns tool.
Volatility
FKMCX vs. DFFVX - Volatility Comparison
The current volatility for Fidelity Mid-Cap Stock Fund Class K (FKMCX) is 13.72%, while DFA U.S. Targeted Value Portfolio (DFFVX) has a volatility of 14.83%. This indicates that FKMCX experiences smaller price fluctuations and is considered to be less risky than DFFVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.