FMDGX vs. FIMVX

In the year-to-date period, FMDGX achieves a 0.09% return, which is significantly higher than FIMVX's -2.14% return.

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Both FMDGX and FIMVX have an expense ratio of 0.05%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Mid Cap Growth Index Fund (FMDGX) and Fidelity Mid Cap Value Index Fund (FIMVX). 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.

The current FMDGX Sharpe Ratio is 0.64, which is higher than the FIMVX Sharpe Ratio of 0.06. The chart below compares the historical Sharpe Ratios of FMDGX and FIMVX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FMDGX's dividend yield for the trailing twelve months is around 0.46%, less than FIMVX's 1.82% yield.

The maximum FMDGX drawdown since its inception was -38.85%, smaller than the maximum FIMVX drawdown of -43.61%. Use the drawdown chart below to compare losses from any high point for FMDGX and FIMVX. For additional features, visit the drawdowns tool.

Fidelity Mid Cap Growth Index Fund (FMDGX) has a higher volatility of 8.27% compared to Fidelity Mid Cap Value Index Fund (FIMVX) at 6.37%. This indicates that FMDGX's price experiences larger fluctuations and is considered to be riskier than FIMVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.