FMDCX vs. GTSGX
Compare and contrast key facts about Federated Hermes Mid Cap Index Fund (FMDCX) and Madison Mid Cap Fund (GTSGX).
FMDCX is managed by Federated. It was launched on Nov 5, 1992. GTSGX is managed by Madison Funds. It was launched on Jul 21, 1983.
Performance
FMDCX vs. GTSGX - Performance Comparison
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FMDCX vs. GTSGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FMDCX Federated Hermes Mid Cap Index Fund | -0.39% | 6.95% | 13.34% | 16.38% | -13.88% | 25.28% | 13.37% | 25.36% | -11.51% | 15.43% |
GTSGX Madison Mid Cap Fund | -6.46% | 1.62% | 10.24% | 26.51% | -13.60% | 26.31% | 9.45% | 33.53% | -1.60% | 15.65% |
Returns By Period
In the year-to-date period, FMDCX achieves a -0.39% return, which is significantly higher than GTSGX's -6.46% return. Both investments have delivered pretty close results over the past 10 years, with FMDCX having a 9.78% annualized return and GTSGX not far ahead at 9.90%.
FMDCX
- 1D
- -2.43%
- 1M
- -8.75%
- YTD
- -0.39%
- 6M
- 0.93%
- 1Y
- 13.54%
- 3Y*
- 10.62%
- 5Y*
- 5.98%
- 10Y*
- 9.78%
GTSGX
- 1D
- 0.00%
- 1M
- -9.39%
- YTD
- -6.46%
- 6M
- -7.55%
- 1Y
- -0.83%
- 3Y*
- 7.99%
- 5Y*
- 6.52%
- 10Y*
- 9.90%
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FMDCX vs. GTSGX - Expense Ratio Comparison
FMDCX has a 0.57% expense ratio, which is lower than GTSGX's 0.95% expense ratio.
Return for Risk
FMDCX vs. GTSGX — Risk / Return Rank
FMDCX
GTSGX
FMDCX vs. GTSGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Federated Hermes Mid Cap Index Fund (FMDCX) and Madison Mid Cap Fund (GTSGX). 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.
| FMDCX | GTSGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.64 | -0.02 | +0.66 |
Sortino ratioReturn per unit of downside risk | 1.09 | 0.12 | +0.98 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.01 | +0.14 |
Calmar ratioReturn relative to maximum drawdown | 0.10 | -0.17 | +0.27 |
Martin ratioReturn relative to average drawdown | 0.34 | -0.50 | +0.84 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FMDCX | GTSGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.64 | -0.02 | +0.66 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.31 | 0.38 | -0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.47 | 0.55 | -0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 0.14 | +0.38 |
Correlation
The correlation between FMDCX and GTSGX 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.
Dividends
FMDCX vs. GTSGX - Dividend Comparison
FMDCX's dividend yield for the trailing twelve months is around 10.71%, more than GTSGX's 3.60% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FMDCX Federated Hermes Mid Cap Index Fund | 10.71% | 10.67% | 15.63% | 11.46% | 12.33% | 22.20% | 15.60% | 10.60% | 26.14% | 17.30% | 11.41% | 14.68% |
GTSGX Madison Mid Cap Fund | 3.60% | 3.37% | 5.76% | 1.25% | 1.96% | 4.38% | 3.43% | 3.74% | 7.57% | 3.58% | 4.34% | 6.09% |
Drawdowns
FMDCX vs. GTSGX - Drawdown Comparison
The maximum FMDCX drawdown since its inception was -55.36%, smaller than the maximum GTSGX drawdown of -73.82%. Use the drawdown chart below to compare losses from any high point for FMDCX and GTSGX.
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Drawdown Indicators
| FMDCX | GTSGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.36% | -73.82% | +18.46% |
Max Drawdown (1Y)Largest decline over 1 year | -14.10% | -11.99% | -2.11% |
Max Drawdown (5Y)Largest decline over 5 years | -24.16% | -21.94% | -2.22% |
Max Drawdown (10Y)Largest decline over 10 years | -42.05% | -38.25% | -3.80% |
Current DrawdownCurrent decline from peak | -8.75% | -11.99% | +3.24% |
Average DrawdownAverage peak-to-trough decline | -6.83% | -29.79% | +22.96% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.74% | 4.02% | +2.72% |
Volatility
FMDCX vs. GTSGX - Volatility Comparison
Federated Hermes Mid Cap Index Fund (FMDCX) has a higher volatility of 4.62% compared to Madison Mid Cap Fund (GTSGX) at 3.88%. This indicates that FMDCX's price experiences larger fluctuations and is considered to be riskier than GTSGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FMDCX | GTSGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.62% | 3.88% | +0.74% |
Volatility (6M)Calculated over the trailing 6-month period | 11.97% | 9.91% | +2.06% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.20% | 18.95% | +5.25% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.29% | 17.33% | +2.96% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.32% | 18.00% | +3.32% |