FKMCX vs. DFGEX
Compare and contrast key facts about Fidelity Mid-Cap Stock Fund Class K (FKMCX) and DFA Global Real Estate Securities Portfolio (DFGEX).
FKMCX is managed by Fidelity. It was launched on May 9, 2008. DFGEX is managed by Dimensional Fund Advisors LP. It was launched on Jun 3, 2008.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FKMCX or DFGEX.
Correlation
The correlation between FKMCX and DFGEX is 0.71, 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. DFGEX - Performance Comparison
Key characteristics
FKMCX:
-0.26
DFGEX:
0.71
FKMCX:
-0.22
DFGEX:
1.06
FKMCX:
0.97
DFGEX:
1.14
FKMCX:
-0.22
DFGEX:
0.43
FKMCX:
-0.68
DFGEX:
1.86
FKMCX:
8.14%
DFGEX:
6.12%
FKMCX:
21.33%
DFGEX:
15.93%
FKMCX:
-59.55%
DFGEX:
-62.58%
FKMCX:
-16.33%
DFGEX:
-17.16%
Returns By Period
In the year-to-date period, FKMCX achieves a -7.20% return, which is significantly lower than DFGEX's 1.39% return. Over the past 10 years, FKMCX has underperformed DFGEX with an annualized return of 1.59%, while DFGEX has yielded a comparatively higher 3.25% annualized return.
FKMCX
-7.20%
-1.25%
-8.97%
-5.56%
7.60%
1.59%
DFGEX
1.39%
-0.97%
-5.58%
12.19%
5.02%
3.25%
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FKMCX vs. DFGEX - Expense Ratio Comparison
FKMCX has a 0.76% expense ratio, which is higher than DFGEX's 0.14% expense ratio.
Risk-Adjusted Performance
FKMCX vs. DFGEX — Risk-Adjusted Performance Rank
FKMCX
DFGEX
FKMCX vs. DFGEX - 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 Global Real Estate Securities Portfolio (DFGEX). 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. DFGEX - Dividend Comparison
FKMCX's dividend yield for the trailing twelve months is around 0.78%, less than DFGEX's 3.73% 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% |
DFGEX DFA Global Real Estate Securities Portfolio | 3.73% | 3.78% | 3.36% | 1.47% | 3.58% | 2.00% | 5.90% | 5.09% | 3.08% | 4.73% | 2.44% | 3.74% |
Drawdowns
FKMCX vs. DFGEX - Drawdown Comparison
The maximum FKMCX drawdown since its inception was -59.55%, roughly equal to the maximum DFGEX drawdown of -62.58%. Use the drawdown chart below to compare losses from any high point for FKMCX and DFGEX. For additional features, visit the drawdowns tool.
Volatility
FKMCX vs. DFGEX - Volatility Comparison
Fidelity Mid-Cap Stock Fund Class K (FKMCX) has a higher volatility of 13.72% compared to DFA Global Real Estate Securities Portfolio (DFGEX) at 9.13%. This indicates that FKMCX's price experiences larger fluctuations and is considered to be riskier than DFGEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.