FMCSX vs. VIMAX

In the year-to-date period, FMCSX achieves a -14.18% return, which is significantly lower than VIMAX's -10.87% return. Over the past 10 years, FMCSX has underperformed VIMAX with an annualized return of 0.64%, while VIMAX has yielded a comparatively higher 7.81% annualized return.

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FMCSX has a 0.85% expense ratio, which is higher than VIMAX's 0.05% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Mid-Cap Stock Fund (FMCSX) and Vanguard Mid-Cap Index Fund Admiral Shares (VIMAX). 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.

The current FMCSX Sharpe Ratio is -0.83, which is lower than the VIMAX Sharpe Ratio of -0.22. The chart below compares the historical Sharpe Ratios of FMCSX and VIMAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FMCSX's dividend yield for the trailing twelve months is around 0.86%, less than VIMAX's 1.76% yield.

The maximum FMCSX drawdown since its inception was -62.17%, which is greater than VIMAX's maximum drawdown of -58.88%. Use the drawdown chart below to compare losses from any high point for FMCSX and VIMAX. For additional features, visit the drawdowns tool.

Fidelity Mid-Cap Stock Fund (FMCSX) has a higher volatility of 9.98% compared to Vanguard Mid-Cap Index Fund Admiral Shares (VIMAX) at 9.33%. This indicates that FMCSX's price experiences larger fluctuations and is considered to be riskier than VIMAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.