FMCSX vs. FLCSX
Compare and contrast key facts about Fidelity Mid-Cap Stock Fund (FMCSX) and Fidelity Large Cap Stock Fund (FLCSX).
FMCSX is managed by Fidelity. It was launched on Mar 29, 1994. FLCSX is managed by Fidelity. It was launched on Jun 22, 1995.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FMCSX or FLCSX.
Performance
FMCSX vs. FLCSX - Performance Comparison
Returns By Period
In the year-to-date period, FMCSX achieves a 12.27% return, which is significantly lower than FLCSX's 25.58% return. Over the past 10 years, FMCSX has underperformed FLCSX with an annualized return of 3.40%, while FLCSX has yielded a comparatively higher 8.85% annualized return.
FMCSX
12.27%
2.76%
4.96%
19.72%
5.51%
3.40%
FLCSX
25.58%
1.78%
9.59%
30.70%
12.67%
8.85%
Key characteristics
| FMCSX | FLCSX | |
|---|---|---|
| Sharpe Ratio | 1.26 | 2.49 |
| Sortino Ratio | 1.69 | 3.32 |
| Omega Ratio | 1.24 | 1.46 |
| Calmar Ratio | 1.30 | 3.80 |
| Martin Ratio | 4.62 | 18.30 |
| Ulcer Index | 4.19% | 1.65% |
| Daily Std Dev | 15.30% | 12.13% |
| Max Drawdown | -62.17% | -65.69% |
| Current Drawdown | -1.45% | -1.22% |
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FMCSX vs. FLCSX - Expense Ratio Comparison
FMCSX has a 0.85% expense ratio, which is higher than FLCSX's 0.54% expense ratio.
Correlation
The correlation between FMCSX and FLCSX is 0.90, 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. FLCSX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Mid-Cap Stock Fund (FMCSX) and Fidelity Large Cap Stock Fund (FLCSX). 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. FLCSX - Dividend Comparison
FMCSX's dividend yield for the trailing twelve months is around 0.78%, less than FLCSX's 0.80% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FMCSX Fidelity Mid-Cap Stock Fund | 0.78% | 0.92% | 0.73% | 1.15% | 1.14% | 0.98% | 0.94% | 0.57% | 0.77% | 9.86% | 10.28% | 3.30% |
FLCSX Fidelity Large Cap Stock Fund | 0.80% | 1.07% | 1.28% | 1.83% | 1.84% | 1.85% | 2.07% | 1.14% | 1.40% | 6.15% | 0.94% | 0.78% |
Drawdowns
FMCSX vs. FLCSX - Drawdown Comparison
The maximum FMCSX drawdown since its inception was -62.17%, smaller than the maximum FLCSX drawdown of -65.69%. Use the drawdown chart below to compare losses from any high point for FMCSX and FLCSX. For additional features, visit the drawdowns tool.
Volatility
FMCSX vs. FLCSX - Volatility Comparison
Fidelity Mid-Cap Stock Fund (FMCSX) has a higher volatility of 4.41% compared to Fidelity Large Cap Stock Fund (FLCSX) at 3.82%. This indicates that FMCSX's price experiences larger fluctuations and is considered to be riskier than FLCSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.