FMCSX vs. VIMAX
Compare and contrast key facts about Fidelity Mid-Cap Stock Fund (FMCSX) and Vanguard Mid-Cap Index Fund Admiral Shares (VIMAX).
FMCSX is managed by Fidelity. It was launched on Mar 29, 1994. VIMAX is managed by Vanguard. It was launched on Nov 12, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FMCSX or VIMAX.
Performance
FMCSX vs. VIMAX - Performance Comparison
Returns By Period
In the year-to-date period, FMCSX achieves a 12.27% return, which is significantly lower than VIMAX's 19.80% return. Over the past 10 years, FMCSX has underperformed VIMAX with an annualized return of 3.40%, while VIMAX has yielded a comparatively higher 10.04% annualized return.
FMCSX
12.27%
2.76%
4.96%
19.72%
5.51%
3.40%
VIMAX
19.80%
2.66%
11.91%
30.51%
11.49%
10.04%
Key characteristics
| FMCSX | VIMAX | |
|---|---|---|
| Sharpe Ratio | 1.26 | 2.45 |
| Sortino Ratio | 1.69 | 3.37 |
| Omega Ratio | 1.24 | 1.43 |
| Calmar Ratio | 1.30 | 1.98 |
| Martin Ratio | 4.62 | 14.72 |
| Ulcer Index | 4.19% | 2.05% |
| Daily Std Dev | 15.30% | 12.31% |
| Max Drawdown | -62.17% | -58.88% |
| Current Drawdown | -1.45% | -1.12% |
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FMCSX vs. VIMAX - Expense Ratio Comparison
FMCSX has a 0.85% expense ratio, which is higher than VIMAX's 0.05% expense ratio.
Correlation
The correlation between FMCSX and VIMAX is 0.94, 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. VIMAX - Risk-Adjusted Performance Comparison
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.
Dividends
FMCSX vs. VIMAX - Dividend Comparison
FMCSX's dividend yield for the trailing twelve months is around 0.78%, less than VIMAX's 1.46% 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% |
VIMAX Vanguard Mid-Cap Index Fund Admiral Shares | 1.46% | 1.51% | 1.59% | 1.11% | 1.44% | 1.47% | 1.82% | 1.35% | 1.45% | 1.47% | 1.29% | 1.17% |
Drawdowns
FMCSX vs. VIMAX - Drawdown Comparison
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.
Volatility
FMCSX vs. VIMAX - Volatility Comparison
Fidelity Mid-Cap Stock Fund (FMCSX) has a higher volatility of 4.41% compared to Vanguard Mid-Cap Index Fund Admiral Shares (VIMAX) at 3.80%. 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.