FMDGX vs. FSMDX

In the year-to-date period, FMDGX achieves a 4.74% return, which is significantly higher than FSMDX's 0.86% return.

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FMDGX has a 0.05% expense ratio, which is higher than FSMDX's 0.03% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually 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 Index Fund (FSMDX). 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 0.84, which is higher than the FSMDX Sharpe Ratio of 0.59. The chart below compares the historical Sharpe Ratios of FMDGX and FSMDX, 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 0.44%, less than FSMDX's 2.30% yield.

The maximum FMDGX drawdown since its inception was -38.85%, roughly equal to the maximum FSMDX drawdown of -40.35%. Use the drawdown chart below to compare losses from any high point for FMDGX and FSMDX.

Fidelity Mid Cap Growth Index Fund (FMDGX) has a higher volatility of 6.80% compared to Fidelity Mid Cap Index Fund (FSMDX) at 5.22%. This indicates that FMDGX's price experiences larger fluctuations and is considered to be riskier than FSMDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.