FMDCX vs. MISIX
Compare and contrast key facts about Federated Hermes Mid Cap Index Fund (FMDCX) and Victory Trivalent International Small-Cap Fund Class I (MISIX).
FMDCX is managed by Federated. It was launched on Nov 5, 1992. MISIX is managed by Victory.
Performance
FMDCX vs. MISIX - Performance Comparison
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FMDCX vs. MISIX - 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% |
MISIX Victory Trivalent International Small-Cap Fund Class I | -0.70% | 42.00% | 4.70% | 15.49% | -23.13% | 12.41% | 15.42% | 27.88% | -20.20% | 37.14% |
Returns By Period
In the year-to-date period, FMDCX achieves a -0.39% return, which is significantly higher than MISIX's -0.70% return. Over the past 10 years, FMDCX has outperformed MISIX with an annualized return of 9.78%, while MISIX has yielded a comparatively lower 9.25% annualized return.
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%
MISIX
- 1D
- -0.60%
- 1M
- -13.84%
- YTD
- -0.70%
- 6M
- 4.64%
- 1Y
- 33.88%
- 3Y*
- 16.76%
- 5Y*
- 7.07%
- 10Y*
- 9.25%
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FMDCX vs. MISIX - Expense Ratio Comparison
FMDCX has a 0.57% expense ratio, which is lower than MISIX's 0.97% expense ratio.
Return for Risk
FMDCX vs. MISIX — Risk / Return Rank
FMDCX
MISIX
FMDCX vs. MISIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Federated Hermes Mid Cap Index Fund (FMDCX) and Victory Trivalent International Small-Cap Fund Class I (MISIX). 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 | MISIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.64 | 1.97 | -1.33 |
Sortino ratioReturn per unit of downside risk | 1.09 | 2.54 | -1.45 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.39 | -0.24 |
Calmar ratioReturn relative to maximum drawdown | 0.10 | 2.24 | -2.13 |
Martin ratioReturn relative to average drawdown | 0.34 | 9.80 | -9.46 |
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 | MISIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.64 | 1.97 | -1.33 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.31 | 0.40 | -0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.47 | 0.52 | -0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 0.31 | +0.21 |
Correlation
The correlation between FMDCX and MISIX is 0.71, 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. MISIX - Dividend Comparison
FMDCX's dividend yield for the trailing twelve months is around 10.71%, more than MISIX's 6.09% 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% |
MISIX Victory Trivalent International Small-Cap Fund Class I | 6.09% | 6.05% | 2.27% | 1.90% | 1.12% | 8.61% | 0.41% | 1.99% | 3.59% | 1.85% | 1.56% | 1.21% |
Drawdowns
FMDCX vs. MISIX - Drawdown Comparison
The maximum FMDCX drawdown since its inception was -55.36%, smaller than the maximum MISIX drawdown of -67.61%. Use the drawdown chart below to compare losses from any high point for FMDCX and MISIX.
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Drawdown Indicators
| FMDCX | MISIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.36% | -67.61% | +12.25% |
Max Drawdown (1Y)Largest decline over 1 year | -14.10% | -13.84% | -0.26% |
Max Drawdown (5Y)Largest decline over 5 years | -24.16% | -37.69% | +13.53% |
Max Drawdown (10Y)Largest decline over 10 years | -42.05% | -41.82% | -0.23% |
Current DrawdownCurrent decline from peak | -8.75% | -13.84% | +5.09% |
Average DrawdownAverage peak-to-trough decline | -6.83% | -16.99% | +10.16% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.74% | 3.16% | +3.58% |
Volatility
FMDCX vs. MISIX - Volatility Comparison
The current volatility for Federated Hermes Mid Cap Index Fund (FMDCX) is 4.62%, while Victory Trivalent International Small-Cap Fund Class I (MISIX) has a volatility of 6.80%. This indicates that FMDCX experiences smaller price fluctuations and is considered to be less risky than MISIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FMDCX | MISIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.62% | 6.80% | -2.18% |
Volatility (6M)Calculated over the trailing 6-month period | 11.97% | 11.32% | +0.65% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.20% | 16.62% | +7.58% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.29% | 17.68% | +2.61% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.32% | 17.78% | +3.54% |