FMIMX vs. GTSGX
Compare and contrast key facts about FMI Common Stock Fund (FMIMX) and Madison Mid Cap Fund (GTSGX).
FMIMX is managed by FMI Funds. It was launched on Dec 18, 1981. GTSGX is managed by Madison Funds. It was launched on Jul 21, 1983.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FMIMX or GTSGX.
Correlation
The correlation between FMIMX and GTSGX is 0.88, 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
FMIMX vs. GTSGX - Performance Comparison
Key characteristics
FMIMX:
-0.59
GTSGX:
-0.85
FMIMX:
-0.71
GTSGX:
-1.05
FMIMX:
0.91
GTSGX:
0.86
FMIMX:
-0.55
GTSGX:
-0.66
FMIMX:
-1.89
GTSGX:
-2.17
FMIMX:
5.77%
GTSGX:
6.65%
FMIMX:
18.37%
GTSGX:
16.96%
FMIMX:
-59.12%
GTSGX:
-38.26%
FMIMX:
-19.83%
GTSGX:
-21.78%
Returns By Period
The year-to-date returns for both stocks are quite close, with FMIMX having a -11.48% return and GTSGX slightly lower at -11.74%. Over the past 10 years, FMIMX has underperformed GTSGX with an annualized return of 1.91%, while GTSGX has yielded a comparatively higher 4.81% annualized return.
FMIMX
-11.48%
-10.44%
-13.82%
-10.72%
11.28%
1.91%
GTSGX
-11.74%
-10.14%
-17.10%
-14.11%
10.10%
4.81%
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FMIMX vs. GTSGX - Expense Ratio Comparison
FMIMX has a 1.01% expense ratio, which is higher than GTSGX's 0.95% expense ratio.
Risk-Adjusted Performance
FMIMX vs. GTSGX — Risk-Adjusted Performance Rank
FMIMX
GTSGX
FMIMX vs. GTSGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for FMI Common Stock Fund (FMIMX) and Madison Mid Cap Fund (GTSGX). 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
FMIMX vs. GTSGX - Dividend Comparison
FMIMX's dividend yield for the trailing twelve months is around 0.24%, less than GTSGX's 0.84% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FMIMX FMI Common Stock Fund | 0.24% | 0.21% | 0.27% | 0.14% | 0.33% | 0.76% | 0.43% | 0.44% | 0.02% | 0.00% | 0.00% | 12.38% |
GTSGX Madison Mid Cap Fund | 0.84% | 0.75% | 0.13% | 0.00% | 0.03% | 0.00% | 0.00% | 0.03% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FMIMX vs. GTSGX - Drawdown Comparison
The maximum FMIMX drawdown since its inception was -59.12%, which is greater than GTSGX's maximum drawdown of -38.26%. Use the drawdown chart below to compare losses from any high point for FMIMX and GTSGX. For additional features, visit the drawdowns tool.
Volatility
FMIMX vs. GTSGX - Volatility Comparison
FMI Common Stock Fund (FMIMX) and Madison Mid Cap Fund (GTSGX) have volatilities of 9.01% and 8.62%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.