FMCDX vs. VLCAX
Compare and contrast key facts about Fidelity Advisor Stock Selector Mid Cap Fund Class A (FMCDX) and Vanguard Large-Cap Index Fund Admiral Shares (VLCAX).
FMCDX is managed by Fidelity. It was launched on Sep 3, 1996. VLCAX is managed by Vanguard. It was launched on Feb 2, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FMCDX or VLCAX.
Key characteristics
| FMCDX | VLCAX | |
|---|---|---|
| YTD Return | 19.83% | 27.34% |
| 1Y Return | 37.13% | 38.22% |
| 3Y Return (Ann) | -1.54% | 9.62% |
| 5Y Return (Ann) | 5.92% | 15.99% |
| 10Y Return (Ann) | 5.21% | 13.38% |
| Sharpe Ratio | 2.39 | 3.25 |
| Sortino Ratio | 3.29 | 4.30 |
| Omega Ratio | 1.42 | 1.61 |
| Calmar Ratio | 1.27 | 4.72 |
| Martin Ratio | 13.17 | 21.44 |
| Ulcer Index | 2.95% | 1.88% |
| Daily Std Dev | 16.26% | 12.38% |
| Max Drawdown | -64.22% | -54.76% |
| Current Drawdown | -4.60% | 0.00% |
Correlation
The correlation between FMCDX and VLCAX is 0.88, 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.
Performance
FMCDX vs. VLCAX - Performance Comparison
In the year-to-date period, FMCDX achieves a 19.83% return, which is significantly lower than VLCAX's 27.34% return. Over the past 10 years, FMCDX has underperformed VLCAX with an annualized return of 5.21%, while VLCAX has yielded a comparatively higher 13.38% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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FMCDX vs. VLCAX - Expense Ratio Comparison
FMCDX has a 1.05% expense ratio, which is higher than VLCAX's 0.05% expense ratio.
Risk-Adjusted Performance
FMCDX vs. VLCAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Stock Selector Mid Cap Fund Class A (FMCDX) and Vanguard Large-Cap Index Fund Admiral Shares (VLCAX). 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
FMCDX vs. VLCAX - Dividend Comparison
FMCDX's dividend yield for the trailing twelve months is around 0.51%, less than VLCAX's 1.22% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FMCDX Fidelity Advisor Stock Selector Mid Cap Fund Class A | 0.51% | 0.61% | 0.53% | 0.50% | 0.88% | 0.59% | 0.88% | 0.28% | 0.84% | 7.63% | 0.00% | 0.02% |
VLCAX Vanguard Large-Cap Index Fund Admiral Shares | 1.22% | 1.40% | 1.66% | 1.18% | 1.45% | 1.80% | 2.08% | 1.75% | 1.98% | 1.96% | 1.77% | 1.75% |
Drawdowns
FMCDX vs. VLCAX - Drawdown Comparison
The maximum FMCDX drawdown since its inception was -64.22%, which is greater than VLCAX's maximum drawdown of -54.76%. Use the drawdown chart below to compare losses from any high point for FMCDX and VLCAX. For additional features, visit the drawdowns tool.
Volatility
FMCDX vs. VLCAX - Volatility Comparison
Fidelity Advisor Stock Selector Mid Cap Fund Class A (FMCDX) has a higher volatility of 5.29% compared to Vanguard Large-Cap Index Fund Admiral Shares (VLCAX) at 3.92%. This indicates that FMCDX's price experiences larger fluctuations and is considered to be riskier than VLCAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.