FMCSX vs. FDVLX
Compare and contrast key facts about Fidelity Mid-Cap Stock Fund (FMCSX) and Fidelity Value Fund (FDVLX).
FMCSX is managed by Fidelity. It was launched on Mar 29, 1994. FDVLX is managed by Fidelity. It was launched on Dec 1, 1978.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FMCSX or FDVLX.
Correlation
The correlation between FMCSX and FDVLX 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
FMCSX vs. FDVLX - Performance Comparison
Key characteristics
FMCSX:
0.84
FDVLX:
0.16
FMCSX:
1.16
FDVLX:
0.31
FMCSX:
1.16
FDVLX:
1.05
FMCSX:
1.10
FDVLX:
0.15
FMCSX:
2.71
FDVLX:
0.50
FMCSX:
4.80%
FDVLX:
6.49%
FMCSX:
15.50%
FDVLX:
20.75%
FMCSX:
-62.17%
FDVLX:
-66.16%
FMCSX:
-5.83%
FDVLX:
-17.55%
Returns By Period
In the year-to-date period, FMCSX achieves a 4.46% return, which is significantly higher than FDVLX's 2.79% return. Over the past 10 years, FMCSX has underperformed FDVLX with an annualized return of 3.18%, while FDVLX has yielded a comparatively higher 4.55% annualized return.
FMCSX
4.46%
3.70%
7.78%
11.28%
4.95%
3.18%
FDVLX
2.79%
3.25%
-8.59%
1.74%
5.87%
4.55%
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FMCSX vs. FDVLX - Expense Ratio Comparison
FMCSX has a 0.85% expense ratio, which is higher than FDVLX's 0.79% expense ratio.
Risk-Adjusted Performance
FMCSX vs. FDVLX — Risk-Adjusted Performance Rank
FMCSX
FDVLX
FMCSX vs. FDVLX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Mid-Cap Stock Fund (FMCSX) and Fidelity Value Fund (FDVLX). 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. FDVLX - Dividend Comparison
FMCSX's dividend yield for the trailing twelve months is around 0.70%, less than FDVLX's 1.27% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FMCSX Fidelity Mid-Cap Stock Fund | 0.70% | 0.74% | 0.92% | 0.73% | 1.15% | 1.14% | 0.98% | 0.94% | 0.57% | 0.77% | 9.86% | 10.28% |
FDVLX Fidelity Value Fund | 1.27% | 1.30% | 1.04% | 0.70% | 1.37% | 0.98% | 1.15% | 1.39% | 1.36% | 1.23% | 12.17% | 2.96% |
Drawdowns
FMCSX vs. FDVLX - Drawdown Comparison
The maximum FMCSX drawdown since its inception was -62.17%, smaller than the maximum FDVLX drawdown of -66.16%. Use the drawdown chart below to compare losses from any high point for FMCSX and FDVLX. For additional features, visit the drawdowns tool.
Volatility
FMCSX vs. FDVLX - Volatility Comparison
Fidelity Mid-Cap Stock Fund (FMCSX) has a higher volatility of 5.63% compared to Fidelity Value Fund (FDVLX) at 4.95%. This indicates that FMCSX's price experiences larger fluctuations and is considered to be riskier than FDVLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.