FMCSX vs. DIA
Compare and contrast key facts about Fidelity Mid-Cap Stock Fund (FMCSX) and SPDR Dow Jones Industrial Average ETF (DIA).
FMCSX is managed by Fidelity. It was launched on Mar 29, 1994. DIA is a passively managed fund by State Street that tracks the performance of the Dow Jones Industrial Average. It was launched on Jan 14, 1998.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FMCSX or DIA.
Performance
FMCSX vs. DIA - Performance Comparison
Returns By Period
In the year-to-date period, FMCSX achieves a 14.22% return, which is significantly lower than DIA's 18.12% return. Over the past 10 years, FMCSX has underperformed DIA with an annualized return of 3.52%, while DIA has yielded a comparatively higher 11.78% annualized return.
FMCSX
14.22%
5.39%
8.14%
21.17%
5.87%
3.52%
DIA
18.12%
2.31%
13.20%
26.55%
11.62%
11.78%
Key characteristics
| FMCSX | DIA | |
|---|---|---|
| Sharpe Ratio | 1.42 | 2.47 |
| Sortino Ratio | 1.88 | 3.50 |
| Omega Ratio | 1.26 | 1.46 |
| Calmar Ratio | 1.48 | 4.49 |
| Martin Ratio | 5.20 | 14.08 |
| Ulcer Index | 4.19% | 1.93% |
| Daily Std Dev | 15.39% | 11.02% |
| Max Drawdown | -62.17% | -51.87% |
| Current Drawdown | 0.00% | -0.85% |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FMCSX vs. DIA - Expense Ratio Comparison
FMCSX has a 0.85% expense ratio, which is higher than DIA's 0.16% expense ratio.
Correlation
The correlation between FMCSX and DIA is 0.79, 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.
Risk-Adjusted Performance
FMCSX vs. DIA - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Mid-Cap Stock Fund (FMCSX) and SPDR Dow Jones Industrial Average ETF (DIA). 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
FMCSX vs. DIA - Dividend Comparison
FMCSX's dividend yield for the trailing twelve months is around 0.77%, less than DIA's 1.47% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FMCSX Fidelity Mid-Cap Stock Fund | 0.77% | 0.92% | 0.73% | 1.15% | 1.14% | 0.98% | 0.94% | 0.57% | 0.77% | 9.86% | 10.28% | 3.30% |
DIA SPDR Dow Jones Industrial Average ETF | 1.47% | 1.81% | 1.91% | 1.58% | 1.87% | 2.09% | 2.24% | 1.97% | 2.26% | 2.33% | 2.02% | 2.08% |
Drawdowns
FMCSX vs. DIA - Drawdown Comparison
The maximum FMCSX drawdown since its inception was -62.17%, which is greater than DIA's maximum drawdown of -51.87%. Use the drawdown chart below to compare losses from any high point for FMCSX and DIA. For additional features, visit the drawdowns tool.
Volatility
FMCSX vs. DIA - Volatility Comparison
Fidelity Mid-Cap Stock Fund (FMCSX) and SPDR Dow Jones Industrial Average ETF (DIA) have volatilities of 4.62% and 4.46%, 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.