FKMCX vs. FFRHX
Compare and contrast key facts about Fidelity Mid-Cap Stock Fund Class K (FKMCX) and Fidelity Floating Rate High Income Fund (FFRHX).
FKMCX is managed by Fidelity. It was launched on May 9, 2008. FFRHX is managed by Fidelity. It was launched on Aug 16, 2000.
Performance
FKMCX vs. FFRHX - Performance Comparison
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FKMCX vs. FFRHX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FKMCX Fidelity Mid-Cap Stock Fund Class K | 4.68% | 11.87% | 14.65% | 11.11% | -6.30% | 28.72% | 11.56% | 25.50% | -10.21% | 18.03% |
FFRHX Fidelity Floating Rate High Income Fund | -0.50% | 5.47% | 7.10% | 12.63% | -1.55% | 5.01% | 1.69% | 8.63% | 0.10% | 3.91% |
Returns By Period
In the year-to-date period, FKMCX achieves a 4.68% return, which is significantly higher than FFRHX's -0.50% return. Over the past 10 years, FKMCX has outperformed FFRHX with an annualized return of 11.64%, while FFRHX has yielded a comparatively lower 4.99% annualized return.
FKMCX
- 1D
- 3.15%
- 1M
- -5.67%
- YTD
- 4.68%
- 6M
- 7.97%
- 1Y
- 23.47%
- 3Y*
- 13.78%
- 5Y*
- 9.11%
- 10Y*
- 11.64%
FFRHX
- 1D
- 0.11%
- 1M
- 0.34%
- YTD
- -0.50%
- 6M
- 0.77%
- 1Y
- 4.77%
- 3Y*
- 7.08%
- 5Y*
- 5.20%
- 10Y*
- 4.99%
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FKMCX vs. FFRHX - Expense Ratio Comparison
FKMCX has a 0.76% expense ratio, which is higher than FFRHX's 0.67% expense ratio.
Return for Risk
FKMCX vs. FFRHX — Risk / Return Rank
FKMCX
FFRHX
FKMCX vs. FFRHX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Mid-Cap Stock Fund Class K (FKMCX) and Fidelity Floating Rate High Income Fund (FFRHX). 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.
| FKMCX | FFRHX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.22 | 1.42 | -0.20 |
Sortino ratioReturn per unit of downside risk | 1.77 | 2.01 | -0.23 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.47 | -0.22 |
Calmar ratioReturn relative to maximum drawdown | 1.69 | 1.79 | -0.10 |
Martin ratioReturn relative to average drawdown | 7.62 | 8.65 | -1.03 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FKMCX | FFRHX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.22 | 1.42 | -0.20 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.52 | 1.84 | -1.32 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.63 | 1.21 | -0.58 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 1.13 | -0.68 |
Correlation
The correlation between FKMCX and FFRHX is 0.27, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
FKMCX vs. FFRHX - Dividend Comparison
FKMCX's dividend yield for the trailing twelve months is around 1.77%, less than FFRHX's 6.75% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FKMCX Fidelity Mid-Cap Stock Fund Class K | 1.77% | 1.85% | 8.91% | 2.69% | 5.49% | 12.87% | 6.82% | 6.73% | 13.52% | 6.66% | 8.36% | 14.27% |
FFRHX Fidelity Floating Rate High Income Fund | 6.75% | 7.41% | 6.94% | 8.24% | 3.81% | 2.74% | 3.84% | 5.15% | 4.74% | 4.05% | 4.44% | 3.69% |
Drawdowns
FKMCX vs. FFRHX - Drawdown Comparison
The maximum FKMCX drawdown since its inception was -59.55%, which is greater than FFRHX's maximum drawdown of -22.20%. Use the drawdown chart below to compare losses from any high point for FKMCX and FFRHX.
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Drawdown Indicators
| FKMCX | FFRHX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.55% | -22.20% | -37.35% |
Max Drawdown (1Y)Largest decline over 1 year | -13.27% | -2.63% | -10.64% |
Max Drawdown (5Y)Largest decline over 5 years | -22.31% | -5.90% | -16.41% |
Max Drawdown (10Y)Largest decline over 10 years | -40.56% | -22.20% | -18.36% |
Current DrawdownCurrent decline from peak | -5.67% | -0.72% | -4.95% |
Average DrawdownAverage peak-to-trough decline | -7.61% | -1.16% | -6.45% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.95% | 0.59% | +2.36% |
Volatility
FKMCX vs. FFRHX - Volatility Comparison
Fidelity Mid-Cap Stock Fund Class K (FKMCX) has a higher volatility of 7.26% compared to Fidelity Floating Rate High Income Fund (FFRHX) at 0.65%. This indicates that FKMCX's price experiences larger fluctuations and is considered to be riskier than FFRHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FKMCX | FFRHX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.26% | 0.65% | +6.61% |
Volatility (6M)Calculated over the trailing 6-month period | 12.29% | 1.62% | +10.67% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.12% | 3.31% | +16.81% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.64% | 2.84% | +14.80% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.55% | 4.13% | +14.42% |