FMDGX vs. VMGIX

In the year-to-date period, FMDGX achieves a 3.38% return, which is significantly lower than VMGIX's 4.73% return.

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FMDGX has a 0.05% expense ratio, which is lower than VMGIX's 0.19% expense ratio. Despite the difference, 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 Vanguard Mid-Cap Growth Index Fund (VMGIX). 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 0.72, which is comparable to the VMGIX Sharpe Ratio of 0.63. The chart below compares the historical Sharpe Ratios of FMDGX and VMGIX, 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 0.45%, less than VMGIX's 0.54% yield.

The maximum FMDGX drawdown since its inception was -38.85%, smaller than the maximum VMGIX drawdown of -60.20%. Use the drawdown chart below to compare losses from any high point for FMDGX and VMGIX. For additional features, visit the drawdowns tool.

Fidelity Mid Cap Growth Index Fund (FMDGX) has a higher volatility of 6.98% compared to Vanguard Mid-Cap Growth Index Fund (VMGIX) at 5.19%. This indicates that FMDGX's price experiences larger fluctuations and is considered to be riskier than VMGIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.