FKMCX vs. FZROX
Compare and contrast key facts about Fidelity Mid-Cap Stock Fund Class K (FKMCX) and Fidelity ZERO Total Market Index Fund (FZROX).
FKMCX is managed by Fidelity. It was launched on May 9, 2008. FZROX is managed by Fidelity.
Performance
FKMCX vs. FZROX - Performance Comparison
Loading graphics...
FKMCX vs. FZROX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
FKMCX Fidelity Mid-Cap Stock Fund Class K | 4.68% | 11.87% | 14.65% | 11.11% | -6.30% | 28.72% | 11.56% | 25.50% | -12.22% |
FZROX Fidelity ZERO Total Market Index Fund | -3.98% | 17.23% | 23.94% | 26.20% | -19.21% | 26.00% | 20.51% | 31.15% | -12.72% |
Returns By Period
In the year-to-date period, FKMCX achieves a 4.68% return, which is significantly higher than FZROX's -3.98% 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%
FZROX
- 1D
- 2.99%
- 1M
- -5.06%
- YTD
- -3.98%
- 6M
- -1.97%
- 1Y
- 17.77%
- 3Y*
- 17.96%
- 5Y*
- 10.74%
- 10Y*
- —
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FKMCX vs. FZROX - Expense Ratio Comparison
FKMCX has a 0.76% expense ratio, which is higher than FZROX's 0.00% expense ratio.
Return for Risk
FKMCX vs. FZROX — Risk / Return Rank
FKMCX
FZROX
FKMCX vs. FZROX - 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 ZERO Total Market Index Fund (FZROX). 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 | FZROX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.22 | 0.98 | +0.24 |
Sortino ratioReturn per unit of downside risk | 1.77 | 1.50 | +0.27 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.23 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.69 | 1.51 | +0.18 |
Martin ratioReturn relative to average drawdown | 7.62 | 7.28 | +0.35 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| FKMCX | FZROX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.22 | 0.98 | +0.24 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.52 | 0.62 | -0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.63 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.63 | -0.17 |
Correlation
The correlation between FKMCX and FZROX is 0.86, 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.
Dividends
FKMCX vs. FZROX - Dividend Comparison
FKMCX's dividend yield for the trailing twelve months is around 1.77%, more than FZROX's 1.07% 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% |
FZROX Fidelity ZERO Total Market Index Fund | 1.07% | 1.02% | 1.16% | 1.36% | 1.57% | 1.25% | 1.27% | 1.51% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FKMCX vs. FZROX - Drawdown Comparison
The maximum FKMCX drawdown since its inception was -59.55%, which is greater than FZROX's maximum drawdown of -34.96%. Use the drawdown chart below to compare losses from any high point for FKMCX and FZROX.
Loading graphics...
Drawdown Indicators
| FKMCX | FZROX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.55% | -34.96% | -24.59% |
Max Drawdown (1Y)Largest decline over 1 year | -13.27% | -12.44% | -0.83% |
Max Drawdown (5Y)Largest decline over 5 years | -22.31% | -25.12% | +2.81% |
Max Drawdown (10Y)Largest decline over 10 years | -40.56% | — | — |
Current DrawdownCurrent decline from peak | -5.67% | -6.16% | +0.49% |
Average DrawdownAverage peak-to-trough decline | -7.61% | -5.61% | -2.00% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.95% | 2.58% | +0.37% |
Volatility
FKMCX vs. FZROX - Volatility Comparison
Fidelity Mid-Cap Stock Fund Class K (FKMCX) has a higher volatility of 7.26% compared to Fidelity ZERO Total Market Index Fund (FZROX) at 5.52%. This indicates that FKMCX's price experiences larger fluctuations and is considered to be riskier than FZROX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| FKMCX | FZROX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.26% | 5.52% | +1.74% |
Volatility (6M)Calculated over the trailing 6-month period | 12.29% | 9.81% | +2.48% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.12% | 18.68% | +1.44% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.64% | 17.45% | +0.19% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.55% | 20.28% | -1.73% |