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.
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.
Performance
FMCSX vs. DIA - Performance Comparison
Key characteristics
FMCSX:
0.48
DIA:
1.56
FMCSX:
0.71
DIA:
2.24
FMCSX:
1.10
DIA:
1.29
FMCSX:
0.63
DIA:
2.90
FMCSX:
1.73
DIA:
8.52
FMCSX:
4.27%
DIA:
2.06%
FMCSX:
15.44%
DIA:
11.27%
FMCSX:
-62.17%
DIA:
-51.87%
FMCSX:
-9.65%
DIA:
-4.69%
Returns By Period
In the year-to-date period, FMCSX achieves a 5.61% return, which is significantly lower than DIA's 15.64% return. Over the past 10 years, FMCSX has underperformed DIA with an annualized return of 2.63%, while DIA has yielded a comparatively higher 11.38% annualized return.
FMCSX
5.61%
-5.93%
7.18%
6.11%
4.50%
2.63%
DIA
15.64%
-1.04%
10.39%
16.57%
10.63%
11.38%
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FMCSX vs. DIA - Expense Ratio Comparison
FMCSX has a 0.85% expense ratio, which is higher than DIA's 0.16% expense ratio.
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 0.22%, less than DIA's 1.59% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Fidelity Mid-Cap Stock Fund | 0.22% | 0.92% | 0.73% | 1.15% | 1.14% | 0.98% | 0.94% | 0.57% | 0.77% | 9.86% | 10.28% | 3.30% |
SPDR Dow Jones Industrial Average ETF | 1.59% | 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) has a higher volatility of 5.47% compared to SPDR Dow Jones Industrial Average ETF (DIA) at 3.83%. This indicates that FMCSX's price experiences larger fluctuations and is considered to be riskier than DIA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.