FMCSX vs. FLPSX
Compare and contrast key facts about Fidelity Mid-Cap Stock Fund (FMCSX) and Fidelity Low-Priced Stock Fund (FLPSX).
FMCSX is managed by Fidelity. It was launched on Mar 29, 1994. FLPSX is managed by T. Rowe Price. It was launched on Dec 27, 1989.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FMCSX or FLPSX.
Performance
FMCSX vs. FLPSX - Performance Comparison
Returns By Period
In the year-to-date period, FMCSX achieves a 14.22% return, which is significantly higher than FLPSX's 11.54% return. Over the past 10 years, FMCSX has underperformed FLPSX with an annualized return of 3.52%, while FLPSX has yielded a comparatively higher 9.28% annualized return.
FMCSX
14.22%
5.39%
8.14%
21.17%
5.87%
3.52%
FLPSX
11.54%
0.96%
3.55%
19.97%
11.52%
9.28%
Key characteristics
| FMCSX | FLPSX | |
|---|---|---|
| Sharpe Ratio | 1.42 | 1.62 |
| Sortino Ratio | 1.88 | 2.28 |
| Omega Ratio | 1.26 | 1.29 |
| Calmar Ratio | 1.48 | 2.70 |
| Martin Ratio | 5.20 | 9.19 |
| Ulcer Index | 4.19% | 2.21% |
| Daily Std Dev | 15.39% | 12.58% |
| Max Drawdown | -62.17% | -52.95% |
| Current Drawdown | 0.00% | -2.04% |
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FMCSX vs. FLPSX - Expense Ratio Comparison
FMCSX has a 0.85% expense ratio, which is higher than FLPSX's 0.82% expense ratio.
Correlation
The correlation between FMCSX and FLPSX 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.
Risk-Adjusted Performance
FMCSX vs. FLPSX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Mid-Cap Stock Fund (FMCSX) and Fidelity Low-Priced Stock Fund (FLPSX). 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. FLPSX - Dividend Comparison
FMCSX's dividend yield for the trailing twelve months is around 0.77%, less than FLPSX's 2.13% 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% |
FLPSX Fidelity Low-Priced Stock Fund | 2.13% | 2.02% | 1.20% | 1.54% | 1.77% | 1.77% | 1.94% | 1.45% | 1.20% | 5.15% | 6.91% | 7.46% |
Drawdowns
FMCSX vs. FLPSX - Drawdown Comparison
The maximum FMCSX drawdown since its inception was -62.17%, which is greater than FLPSX's maximum drawdown of -52.95%. Use the drawdown chart below to compare losses from any high point for FMCSX and FLPSX. For additional features, visit the drawdowns tool.
Volatility
FMCSX vs. FLPSX - Volatility Comparison
Fidelity Mid-Cap Stock Fund (FMCSX) has a higher volatility of 4.62% compared to Fidelity Low-Priced Stock Fund (FLPSX) at 4.10%. This indicates that FMCSX's price experiences larger fluctuations and is considered to be riskier than FLPSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.