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FMCSX vs. FSSMX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between FMCSX and FSSMX is 0.95, 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.


-0.50.00.51.0
Correlation: 1.0

Performance

FMCSX vs. FSSMX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Mid-Cap Stock Fund (FMCSX) and Fidelity Stock Selector Mid Cap Fund (FSSMX). The values are adjusted to include any dividend payments, if applicable.

80.00%100.00%120.00%140.00%160.00%NovemberDecember2025FebruaryMarchApril
89.45%
107.43%
FMCSX
FSSMX

Key characteristics

Sharpe Ratio

FMCSX:

-0.45

FSSMX:

-0.22

Sortino Ratio

FMCSX:

-0.49

FSSMX:

-0.17

Omega Ratio

FMCSX:

0.93

FSSMX:

0.98

Calmar Ratio

FMCSX:

-0.38

FSSMX:

-0.19

Martin Ratio

FMCSX:

-1.20

FSSMX:

-0.67

Ulcer Index

FMCSX:

7.85%

FSSMX:

7.27%

Daily Std Dev

FMCSX:

21.09%

FSSMX:

21.93%

Max Drawdown

FMCSX:

-62.17%

FSSMX:

-50.54%

Current Drawdown

FMCSX:

-21.27%

FSSMX:

-22.04%

Returns By Period

The year-to-date returns for both investments are quite close, with FMCSX having a -12.67% return and FSSMX slightly higher at -12.41%. Over the past 10 years, FMCSX has underperformed FSSMX with an annualized return of 0.69%, while FSSMX has yielded a comparatively higher 1.81% annualized return.


FMCSX

YTD

-12.67%

1M

-8.12%

6M

-15.77%

1Y

-9.58%

5Y*

7.64%

10Y*

0.69%

FSSMX

YTD

-12.41%

1M

-9.06%

6M

-15.29%

1Y

-4.92%

5Y*

8.83%

10Y*

1.81%

*Annualized

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. FSSMX - Expense Ratio Comparison

FMCSX has a 0.85% expense ratio, which is higher than FSSMX's 0.79% expense ratio.


FMCSX
Fidelity Mid-Cap Stock Fund
Expense ratio chart for FMCSX: current value is 0.85%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
FMCSX: 0.85%
Expense ratio chart for FSSMX: current value is 0.79%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
FSSMX: 0.79%

Risk-Adjusted Performance

FMCSX vs. FSSMX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FMCSX
The Risk-Adjusted Performance Rank of FMCSX is 77
Overall Rank
The Sharpe Ratio Rank of FMCSX is 88
Sharpe Ratio Rank
The Sortino Ratio Rank of FMCSX is 88
Sortino Ratio Rank
The Omega Ratio Rank of FMCSX is 88
Omega Ratio Rank
The Calmar Ratio Rank of FMCSX is 55
Calmar Ratio Rank
The Martin Ratio Rank of FMCSX is 66
Martin Ratio Rank

FSSMX
The Risk-Adjusted Performance Rank of FSSMX is 1818
Overall Rank
The Sharpe Ratio Rank of FSSMX is 1919
Sharpe Ratio Rank
The Sortino Ratio Rank of FSSMX is 1919
Sortino Ratio Rank
The Omega Ratio Rank of FSSMX is 2020
Omega Ratio Rank
The Calmar Ratio Rank of FSSMX is 1616
Calmar Ratio Rank
The Martin Ratio Rank of FSSMX is 1818
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

FMCSX vs. FSSMX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Mid-Cap Stock Fund (FMCSX) and Fidelity Stock Selector Mid Cap Fund (FSSMX). 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.


Sharpe ratio
The chart of Sharpe ratio for FMCSX, currently valued at -0.45, compared to the broader market-1.000.001.002.003.00
FMCSX: -0.45
FSSMX: -0.22
The chart of Sortino ratio for FMCSX, currently valued at -0.49, compared to the broader market-2.000.002.004.006.008.00
FMCSX: -0.49
FSSMX: -0.17
The chart of Omega ratio for FMCSX, currently valued at 0.93, compared to the broader market0.501.001.502.002.503.00
FMCSX: 0.93
FSSMX: 0.98
The chart of Calmar ratio for FMCSX, currently valued at -0.38, compared to the broader market0.002.004.006.008.0010.00
FMCSX: -0.38
FSSMX: -0.19
The chart of Martin ratio for FMCSX, currently valued at -1.20, compared to the broader market0.0010.0020.0030.0040.0050.00
FMCSX: -1.20
FSSMX: -0.67

The current FMCSX Sharpe Ratio is -0.45, which is lower than the FSSMX Sharpe Ratio of -0.22. The chart below compares the historical Sharpe Ratios of FMCSX and FSSMX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.00-0.500.000.501.001.502.002.50NovemberDecember2025FebruaryMarchApril
-0.45
-0.22
FMCSX
FSSMX

Dividends

FMCSX vs. FSSMX - Dividend Comparison

FMCSX's dividend yield for the trailing twelve months is around 0.84%, more than FSSMX's 0.65% yield.


TTM20242023202220212020201920182017201620152014
FMCSX
Fidelity Mid-Cap Stock Fund
0.84%0.74%0.92%0.73%1.15%1.14%0.98%0.94%0.57%0.77%9.86%10.28%
FSSMX
Fidelity Stock Selector Mid Cap Fund
0.65%0.57%0.78%0.77%0.72%1.02%0.65%1.06%0.49%0.73%0.58%0.30%

Drawdowns

FMCSX vs. FSSMX - Drawdown Comparison

The maximum FMCSX drawdown since its inception was -62.17%, which is greater than FSSMX's maximum drawdown of -50.54%. Use the drawdown chart below to compare losses from any high point for FMCSX and FSSMX. For additional features, visit the drawdowns tool.


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-21.27%
-22.04%
FMCSX
FSSMX

Volatility

FMCSX vs. FSSMX - Volatility Comparison

The current volatility for Fidelity Mid-Cap Stock Fund (FMCSX) is 13.41%, while Fidelity Stock Selector Mid Cap Fund (FSSMX) has a volatility of 14.50%. This indicates that FMCSX experiences smaller price fluctuations and is considered to be less risky than FSSMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%12.00%14.00%NovemberDecember2025FebruaryMarchApril
13.41%
14.50%
FMCSX
FSSMX
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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