FKMCX vs. FSMDX

In the year-to-date period, FKMCX achieves a -1.01% return, which is significantly lower than FSMDX's 1.04% return. Both investments have delivered pretty close results over the past 10 years, with FKMCX having a 9.64% annualized return and FSMDX not far behind at 9.24%.

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FKMCX has a 0.76% expense ratio, which is higher than FSMDX's 0.03% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Mid-Cap Stock Fund Class K (FKMCX) and Fidelity Mid Cap Index Fund (FSMDX). 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.

The current FKMCX Sharpe Ratio is 0.38, which is lower than the FSMDX Sharpe Ratio of 0.57. The chart below compares the historical Sharpe Ratios of FKMCX and FSMDX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FKMCX's dividend yield for the trailing twelve months is around 9.00%, more than FSMDX's 2.29% yield.

The maximum FKMCX drawdown since its inception was -59.55%, which is greater than FSMDX's maximum drawdown of -40.35%. Use the drawdown chart below to compare losses from any high point for FKMCX and FSMDX.

Fidelity Mid-Cap Stock Fund Class K (FKMCX) and Fidelity Mid Cap Index Fund (FSMDX) have volatilities of 5.15% and 5.21%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.