FKMCX vs. VUSUX
Compare and contrast key facts about Fidelity Mid-Cap Stock Fund Class K (FKMCX) and Vanguard Long-Term Treasury Fund Admiral Shares (VUSUX).
FKMCX is managed by Fidelity. It was launched on May 9, 2008. VUSUX is managed by Vanguard. It was launched on Feb 12, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FKMCX or VUSUX.
Correlation
The correlation between FKMCX and VUSUX is -0.27. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
FKMCX vs. VUSUX - Performance Comparison
Key characteristics
FKMCX:
-0.26
VUSUX:
0.38
FKMCX:
-0.22
VUSUX:
0.61
FKMCX:
0.97
VUSUX:
1.07
FKMCX:
-0.22
VUSUX:
0.11
FKMCX:
-0.68
VUSUX:
0.76
FKMCX:
8.14%
VUSUX:
6.68%
FKMCX:
21.33%
VUSUX:
13.18%
FKMCX:
-59.55%
VUSUX:
-51.18%
FKMCX:
-16.33%
VUSUX:
-43.69%
Returns By Period
In the year-to-date period, FKMCX achieves a -7.20% return, which is significantly lower than VUSUX's 2.58% return. Over the past 10 years, FKMCX has outperformed VUSUX with an annualized return of 1.59%, while VUSUX has yielded a comparatively lower -1.96% annualized return.
FKMCX
-7.20%
-1.25%
-8.97%
-5.56%
7.60%
1.59%
VUSUX
2.58%
-1.00%
-0.75%
6.01%
-10.54%
-1.96%
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FKMCX vs. VUSUX - Expense Ratio Comparison
FKMCX has a 0.76% expense ratio, which is higher than VUSUX's 0.10% expense ratio.
Risk-Adjusted Performance
FKMCX vs. VUSUX — Risk-Adjusted Performance Rank
FKMCX
VUSUX
FKMCX vs. VUSUX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Mid-Cap Stock Fund Class K (FKMCX) and Vanguard Long-Term Treasury Fund Admiral Shares (VUSUX). 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. VUSUX - Dividend Comparison
FKMCX's dividend yield for the trailing twelve months is around 0.78%, less than VUSUX's 4.17% 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% |
VUSUX Vanguard Long-Term Treasury Fund Admiral Shares | 4.17% | 4.16% | 3.42% | 3.03% | 1.97% | 2.10% | 2.63% | 2.92% | 2.74% | 2.96% | 2.99% | 2.96% |
Drawdowns
FKMCX vs. VUSUX - Drawdown Comparison
The maximum FKMCX drawdown since its inception was -59.55%, which is greater than VUSUX's maximum drawdown of -51.18%. Use the drawdown chart below to compare losses from any high point for FKMCX and VUSUX. For additional features, visit the drawdowns tool.
Volatility
FKMCX vs. VUSUX - Volatility Comparison
Fidelity Mid-Cap Stock Fund Class K (FKMCX) has a higher volatility of 13.72% compared to Vanguard Long-Term Treasury Fund Admiral Shares (VUSUX) at 5.76%. This indicates that FKMCX's price experiences larger fluctuations and is considered to be riskier than VUSUX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.