FMCSX vs. SMVTX
Compare and contrast key facts about Fidelity Mid-Cap Stock Fund (FMCSX) and Virtus Ceredex Mid-Cap Value Equity Fund (SMVTX).
FMCSX is managed by Fidelity. It was launched on Mar 29, 1994. SMVTX is managed by Virtus. It was launched on Nov 30, 2001.
Performance
FMCSX vs. SMVTX - Performance Comparison
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FMCSX vs. SMVTX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FMCSX Fidelity Mid-Cap Stock Fund | 1.46% | 11.80% | 14.55% | 11.02% | -6.40% | 28.64% | 11.43% | 25.39% | -6.67% | 18.03% |
SMVTX Virtus Ceredex Mid-Cap Value Equity Fund | 6.38% | 17.58% | 18.93% | 10.94% | -13.89% | 29.15% | -1.19% | 33.14% | -8.01% | 11.69% |
Returns By Period
In the year-to-date period, FMCSX achieves a 1.46% return, which is significantly lower than SMVTX's 6.38% return. Both investments have delivered pretty close results over the past 10 years, with FMCSX having a 11.64% annualized return and SMVTX not far behind at 11.07%.
FMCSX
- 1D
- -1.38%
- 1M
- -7.66%
- YTD
- 1.46%
- 6M
- 4.65%
- 1Y
- 20.42%
- 3Y*
- 12.52%
- 5Y*
- 8.62%
- 10Y*
- 11.64%
SMVTX
- 1D
- -0.93%
- 1M
- -6.55%
- YTD
- 6.38%
- 6M
- 11.35%
- 1Y
- 31.66%
- 3Y*
- 18.40%
- 5Y*
- 10.49%
- 10Y*
- 11.07%
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FMCSX vs. SMVTX - Expense Ratio Comparison
FMCSX has a 0.85% expense ratio, which is lower than SMVTX's 0.99% expense ratio.
Return for Risk
FMCSX vs. SMVTX — Risk / Return Rank
FMCSX
SMVTX
FMCSX vs. SMVTX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Mid-Cap Stock Fund (FMCSX) and Virtus Ceredex Mid-Cap Value Equity Fund (SMVTX). 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.
| FMCSX | SMVTX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.05 | 1.55 | -0.50 |
Sortino ratioReturn per unit of downside risk | 1.55 | 2.13 | -0.58 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.33 | -0.11 |
Calmar ratioReturn relative to maximum drawdown | 1.40 | 2.05 | -0.64 |
Martin ratioReturn relative to average drawdown | 6.36 | 9.92 | -3.55 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FMCSX | SMVTX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.05 | 1.55 | -0.50 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.49 | 0.52 | -0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.63 | 0.54 | +0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.47 | +0.09 |
Correlation
The correlation between FMCSX and SMVTX is 0.91, 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.
Dividends
FMCSX vs. SMVTX - Dividend Comparison
FMCSX's dividend yield for the trailing twelve months is around 1.81%, less than SMVTX's 15.45% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FMCSX Fidelity Mid-Cap Stock Fund | 1.81% | 1.83% | 8.94% | 2.60% | 5.44% | 12.80% | 6.72% | 6.63% | 18.48% | 6.66% | 8.25% | 14.18% |
SMVTX Virtus Ceredex Mid-Cap Value Equity Fund | 15.45% | 16.44% | 15.96% | 1.16% | 6.75% | 18.53% | 2.52% | 5.82% | 14.47% | 20.86% | 3.61% | 7.05% |
Drawdowns
FMCSX vs. SMVTX - Drawdown Comparison
The maximum FMCSX drawdown since its inception was -62.19%, which is greater than SMVTX's maximum drawdown of -54.72%. Use the drawdown chart below to compare losses from any high point for FMCSX and SMVTX.
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Drawdown Indicators
| FMCSX | SMVTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.19% | -54.72% | -7.47% |
Max Drawdown (1Y)Largest decline over 1 year | -13.27% | -14.46% | +1.19% |
Max Drawdown (5Y)Largest decline over 5 years | -22.33% | -25.44% | +3.11% |
Max Drawdown (10Y)Largest decline over 10 years | -40.55% | -45.45% | +4.90% |
Current DrawdownCurrent decline from peak | -8.55% | -7.02% | -1.53% |
Average DrawdownAverage peak-to-trough decline | -9.40% | -8.28% | -1.12% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.93% | 2.99% | -0.06% |
Volatility
FMCSX vs. SMVTX - Volatility Comparison
Fidelity Mid-Cap Stock Fund (FMCSX) has a higher volatility of 6.50% compared to Virtus Ceredex Mid-Cap Value Equity Fund (SMVTX) at 5.63%. This indicates that FMCSX's price experiences larger fluctuations and is considered to be riskier than SMVTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FMCSX | SMVTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.50% | 5.63% | +0.87% |
Volatility (6M)Calculated over the trailing 6-month period | 11.90% | 11.73% | +0.17% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.89% | 20.82% | -0.93% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.59% | 20.32% | -2.73% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.50% | 20.57% | -2.07% |