FMCSX vs. VOO
Compare and contrast key facts about Fidelity Mid-Cap Stock Fund (FMCSX) and Vanguard S&P 500 ETF (VOO).
FMCSX is managed by Fidelity. It was launched on Mar 29, 1994. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FMCSX or VOO.
Correlation
The correlation between FMCSX and VOO is 0.86, 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. VOO - Performance Comparison
Key characteristics
FMCSX:
0.48
VOO:
2.25
FMCSX:
0.71
VOO:
2.98
FMCSX:
1.10
VOO:
1.42
FMCSX:
0.63
VOO:
3.31
FMCSX:
1.73
VOO:
14.77
FMCSX:
4.27%
VOO:
1.90%
FMCSX:
15.44%
VOO:
12.46%
FMCSX:
-62.17%
VOO:
-33.99%
FMCSX:
-9.65%
VOO:
-2.47%
Returns By Period
In the year-to-date period, FMCSX achieves a 5.61% return, which is significantly lower than VOO's 26.02% return. Over the past 10 years, FMCSX has underperformed VOO with an annualized return of 2.63%, while VOO has yielded a comparatively higher 13.08% annualized return.
FMCSX
5.61%
-5.93%
7.18%
6.11%
4.50%
2.63%
VOO
26.02%
-0.11%
9.35%
26.45%
14.79%
13.08%
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FMCSX vs. VOO - Expense Ratio Comparison
FMCSX has a 0.85% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
FMCSX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Mid-Cap Stock Fund (FMCSX) and Vanguard S&P 500 ETF (VOO). 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. VOO - Dividend Comparison
FMCSX's dividend yield for the trailing twelve months is around 0.22%, less than VOO's 0.91% 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% |
VOO Vanguard S&P 500 ETF | 0.91% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
FMCSX vs. VOO - Drawdown Comparison
The maximum FMCSX drawdown since its inception was -62.17%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for FMCSX and VOO. For additional features, visit the drawdowns tool.
Volatility
FMCSX vs. VOO - Volatility Comparison
Fidelity Mid-Cap Stock Fund (FMCSX) has a higher volatility of 5.47% compared to Vanguard S&P 500 ETF (VOO) at 3.75%. This indicates that FMCSX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.