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:
0.35
VOO:
1.89
FMCSX:
0.55
VOO:
2.54
FMCSX:
1.07
VOO:
1.35
FMCSX:
0.46
VOO:
2.83
FMCSX:
1.05
VOO:
11.83
FMCSX:
5.11%
VOO:
2.02%
FMCSX:
15.60%
VOO:
12.66%
FMCSX:
-62.17%
VOO:
-33.99%
FMCSX:
-7.54%
VOO:
-0.42%
Returns By Period
In the year-to-date period, FMCSX achieves a 2.57% return, which is significantly lower than VOO's 4.17% return. Over the past 10 years, FMCSX has underperformed VOO with an annualized return of 2.56%, while VOO has yielded a comparatively higher 13.26% annualized return.
FMCSX
2.57%
-3.53%
4.14%
5.79%
4.42%
2.56%
VOO
4.17%
1.23%
10.51%
24.45%
14.68%
13.26%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
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 Rank
FMCSX
VOO
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 0.72%, less than VOO's 1.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FMCSX Fidelity Mid-Cap Stock Fund | 0.72% | 0.74% | 0.92% | 0.73% | 1.15% | 1.14% | 0.98% | 0.94% | 0.57% | 0.77% | 9.86% | 10.28% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
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 4.03% compared to Vanguard S&P 500 ETF (VOO) at 2.94%. 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.