FKMCX vs. VEMPX
Compare and contrast key facts about Fidelity Mid-Cap Stock Fund Class K (FKMCX) and Vanguard Extended Market Index Fund Institutional Plus Shares (VEMPX).
FKMCX is managed by Fidelity. It was launched on May 9, 2008. VEMPX is managed by Vanguard. It was launched on Jan 14, 2011.
Performance
FKMCX vs. VEMPX - Performance Comparison
Loading graphics...
FKMCX vs. VEMPX - 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% |
VEMPX Vanguard Extended Market Index Fund Institutional Plus Shares | -1.26% | 11.43% | 15.50% | 26.98% | -26.45% | 12.48% | 32.24% | 28.06% | -9.35% | 18.13% |
Returns By Period
In the year-to-date period, FKMCX achieves a 4.68% return, which is significantly higher than VEMPX's -1.26% return. Over the past 10 years, FKMCX has outperformed VEMPX with an annualized return of 11.64%, while VEMPX has yielded a comparatively lower 10.95% 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%
VEMPX
- 1D
- 3.43%
- 1M
- -5.35%
- YTD
- -1.26%
- 6M
- -1.36%
- 1Y
- 20.17%
- 3Y*
- 15.09%
- 5Y*
- 4.01%
- 10Y*
- 10.95%
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. VEMPX - Expense Ratio Comparison
FKMCX has a 0.76% expense ratio, which is higher than VEMPX's 0.04% expense ratio.
Return for Risk
FKMCX vs. VEMPX — Risk / Return Rank
FKMCX
VEMPX
FKMCX vs. VEMPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Mid-Cap Stock Fund Class K (FKMCX) and Vanguard Extended Market Index Fund Institutional Plus Shares (VEMPX). 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 | VEMPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.22 | 0.91 | +0.31 |
Sortino ratioReturn per unit of downside risk | 1.77 | 1.41 | +0.37 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.19 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.69 | 1.39 | +0.30 |
Martin ratioReturn relative to average drawdown | 7.62 | 5.71 | +1.91 |
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 | VEMPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.22 | 0.91 | +0.31 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.52 | 0.18 | +0.34 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.63 | 0.49 | +0.14 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.50 | -0.05 |
Correlation
The correlation between FKMCX and VEMPX is 0.93, 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. VEMPX - Dividend Comparison
FKMCX's dividend yield for the trailing twelve months is around 1.77%, more than VEMPX's 1.19% 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% |
VEMPX Vanguard Extended Market Index Fund Institutional Plus Shares | 1.19% | 1.15% | 1.11% | 1.27% | 1.17% | 1.15% | 1.09% | 1.32% | 1.68% | 1.27% | 1.46% | 1.39% |
Drawdowns
FKMCX vs. VEMPX - Drawdown Comparison
The maximum FKMCX drawdown since its inception was -59.55%, which is greater than VEMPX's maximum drawdown of -41.62%. Use the drawdown chart below to compare losses from any high point for FKMCX and VEMPX.
Loading graphics...
Drawdown Indicators
| FKMCX | VEMPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.55% | -41.62% | -17.93% |
Max Drawdown (1Y)Largest decline over 1 year | -13.27% | -14.63% | +1.36% |
Max Drawdown (5Y)Largest decline over 5 years | -22.31% | -36.32% | +14.01% |
Max Drawdown (10Y)Largest decline over 10 years | -40.56% | -41.62% | +1.06% |
Current DrawdownCurrent decline from peak | -5.67% | -7.17% | +1.50% |
Average DrawdownAverage peak-to-trough decline | -7.61% | -8.04% | +0.43% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.95% | 3.57% | -0.62% |
Volatility
FKMCX vs. VEMPX - Volatility Comparison
Fidelity Mid-Cap Stock Fund Class K (FKMCX) and Vanguard Extended Market Index Fund Institutional Plus Shares (VEMPX) have volatilities of 7.26% and 7.02%, 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.
Loading graphics...
Volatility by Period
| FKMCX | VEMPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.26% | 7.02% | +0.24% |
Volatility (6M)Calculated over the trailing 6-month period | 12.29% | 13.51% | -1.22% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.12% | 22.99% | -2.87% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.64% | 22.38% | -4.74% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.55% | 22.33% | -3.78% |