FMCSX vs. VO
Compare and contrast key facts about Fidelity Mid-Cap Stock Fund (FMCSX) and Vanguard Mid-Cap ETF (VO).
FMCSX is managed by Fidelity. It was launched on Mar 29, 1994. VO is a passively managed fund by Vanguard that tracks the performance of the CRSP US Mid Cap Index. It was launched on Jan 26, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FMCSX or VO.
Correlation
The correlation between FMCSX and VO is 0.93, 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.
Performance
FMCSX vs. VO - Performance Comparison
Key characteristics
FMCSX:
0.48
VO:
1.56
FMCSX:
0.71
VO:
2.15
FMCSX:
1.10
VO:
1.27
FMCSX:
0.63
VO:
1.88
FMCSX:
1.73
VO:
8.76
FMCSX:
4.27%
VO:
2.23%
FMCSX:
15.44%
VO:
12.55%
FMCSX:
-62.17%
VO:
-58.88%
FMCSX:
-9.65%
VO:
-5.87%
Returns By Period
In the year-to-date period, FMCSX achieves a 5.61% return, which is significantly lower than VO's 16.91% return. Over the past 10 years, FMCSX has underperformed VO with an annualized return of 2.63%, while VO has yielded a comparatively higher 9.64% annualized return.
FMCSX
5.61%
-5.93%
7.18%
6.11%
4.50%
2.63%
VO
16.91%
-4.07%
11.14%
17.45%
10.28%
9.64%
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FMCSX vs. VO - Expense Ratio Comparison
FMCSX has a 0.85% expense ratio, which is higher than VO's 0.04% expense ratio.
Risk-Adjusted Performance
FMCSX vs. VO - 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 ETF (VO). 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. VO - Dividend Comparison
FMCSX's dividend yield for the trailing twelve months is around 0.22%, less than VO's 1.42% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FMCSX Fidelity Mid-Cap Stock Fund | 0.22% | 0.92% | 0.73% | 1.15% | 1.14% | 0.98% | 0.94% | 0.57% | 0.77% | 9.86% | 10.28% | 3.30% |
VO Vanguard Mid-Cap ETF | 1.42% | 1.52% | 1.60% | 1.12% | 1.45% | 1.48% | 1.82% | 1.35% | 1.45% | 1.47% | 1.29% | 1.18% |
Drawdowns
FMCSX vs. VO - Drawdown Comparison
The maximum FMCSX drawdown since its inception was -62.17%, which is greater than VO's maximum drawdown of -58.88%. Use the drawdown chart below to compare losses from any high point for FMCSX and VO. For additional features, visit the drawdowns tool.
Volatility
FMCSX vs. VO - Volatility Comparison
Fidelity Mid-Cap Stock Fund (FMCSX) has a higher volatility of 5.47% compared to Vanguard Mid-Cap ETF (VO) at 4.72%. This indicates that FMCSX's price experiences larger fluctuations and is considered to be riskier than VO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.