FMIHX vs. FGRIX
Compare and contrast key facts about FMI Large Cap Fund (FMIHX) and Fidelity Growth & Income Portfolio (FGRIX).
FMIHX is managed by FMI Funds. It was launched on Dec 31, 2001. FGRIX is managed by Fidelity. It was launched on Dec 30, 1985.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FMIHX or FGRIX.
Correlation
The correlation between FMIHX and FGRIX is 0.90, 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.
Performance
FMIHX vs. FGRIX - Performance Comparison
Key characteristics
FMIHX:
-0.00
FGRIX:
1.50
FMIHX:
0.09
FGRIX:
2.09
FMIHX:
1.02
FGRIX:
1.28
FMIHX:
-0.00
FGRIX:
2.51
FMIHX:
-0.01
FGRIX:
7.83
FMIHX:
6.62%
FGRIX:
2.25%
FMIHX:
15.62%
FGRIX:
11.74%
FMIHX:
-49.20%
FGRIX:
-66.71%
FMIHX:
-31.20%
FGRIX:
-1.02%
Returns By Period
In the year-to-date period, FMIHX achieves a 3.92% return, which is significantly lower than FGRIX's 5.38% return. Over the past 10 years, FMIHX has underperformed FGRIX with an annualized return of -2.68%, while FGRIX has yielded a comparatively higher 9.80% annualized return.
FMIHX
3.92%
0.47%
-9.42%
-0.32%
-4.50%
-2.68%
FGRIX
5.38%
0.76%
4.33%
17.77%
11.04%
9.80%
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FMIHX vs. FGRIX - Expense Ratio Comparison
FMIHX has a 0.82% expense ratio, which is higher than FGRIX's 0.57% expense ratio.
Risk-Adjusted Performance
FMIHX vs. FGRIX — Risk-Adjusted Performance Rank
FMIHX
FGRIX
FMIHX vs. FGRIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for FMI Large Cap Fund (FMIHX) and Fidelity Growth & Income Portfolio (FGRIX). 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.
Dividends
FMIHX vs. FGRIX - Dividend Comparison
FMIHX's dividend yield for the trailing twelve months is around 0.58%, less than FGRIX's 1.36% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FMIHX FMI Large Cap Fund | 0.58% | 0.60% | 0.95% | 0.84% | 0.80% | 1.56% | 0.86% | 1.65% | 0.79% | 1.16% | 1.12% | 11.37% |
FGRIX Fidelity Growth & Income Portfolio | 1.36% | 1.43% | 1.60% | 1.68% | 2.07% | 1.89% | 1.77% | 2.13% | 1.52% | 1.80% | 2.04% | 1.72% |
Drawdowns
FMIHX vs. FGRIX - Drawdown Comparison
The maximum FMIHX drawdown since its inception was -49.20%, smaller than the maximum FGRIX drawdown of -66.71%. Use the drawdown chart below to compare losses from any high point for FMIHX and FGRIX. For additional features, visit the drawdowns tool.
Volatility
FMIHX vs. FGRIX - Volatility Comparison
FMI Large Cap Fund (FMIHX) has a higher volatility of 3.01% compared to Fidelity Growth & Income Portfolio (FGRIX) at 2.84%. This indicates that FMIHX's price experiences larger fluctuations and is considered to be riskier than FGRIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.