FMIMX vs. VMCPX
Compare and contrast key facts about FMI Common Stock Fund (FMIMX) and Vanguard Mid-Cap Index Fund Institutional Plus Shares (VMCPX).
FMIMX is managed by FMI Funds. It was launched on Dec 18, 1981. VMCPX is managed by Vanguard. It was launched on Dec 15, 2010.
Performance
FMIMX vs. VMCPX - Performance Comparison
Loading graphics...
FMIMX vs. VMCPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FMIMX FMI Common Stock Fund | 0.60% | 2.12% | 10.38% | 24.85% | -5.95% | 30.52% | 5.79% | 24.80% | -8.77% | 13.92% |
VMCPX Vanguard Mid-Cap Index Fund Institutional Plus Shares | -0.63% | 11.70% | 14.68% | 16.55% | -18.68% | 24.54% | 18.20% | 31.06% | -9.23% | 19.28% |
Returns By Period
In the year-to-date period, FMIMX achieves a 0.60% return, which is significantly higher than VMCPX's -0.63% return. Both investments have delivered pretty close results over the past 10 years, with FMIMX having a 10.45% annualized return and VMCPX not far ahead at 10.68%.
FMIMX
- 1D
- 2.22%
- 1M
- -9.10%
- YTD
- 0.60%
- 6M
- -0.97%
- 1Y
- 6.09%
- 3Y*
- 9.61%
- 5Y*
- 8.81%
- 10Y*
- 10.45%
VMCPX
- 1D
- 2.23%
- 1M
- -5.78%
- YTD
- -0.63%
- 6M
- -1.34%
- 1Y
- 12.42%
- 3Y*
- 12.62%
- 5Y*
- 6.68%
- 10Y*
- 10.68%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FMIMX vs. VMCPX - Expense Ratio Comparison
FMIMX has a 1.01% expense ratio, which is higher than VMCPX's 0.03% expense ratio.
Return for Risk
FMIMX vs. VMCPX — Risk / Return Rank
FMIMX
VMCPX
FMIMX vs. VMCPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for FMI Common Stock Fund (FMIMX) and Vanguard Mid-Cap Index Fund Institutional Plus Shares (VMCPX). 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.
| FMIMX | VMCPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.30 | 0.73 | -0.42 |
Sortino ratioReturn per unit of downside risk | 0.61 | 1.12 | -0.51 |
Omega ratioGain probability vs. loss probability | 1.08 | 1.16 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 0.48 | 1.06 | -0.58 |
Martin ratioReturn relative to average drawdown | 1.29 | 4.87 | -3.58 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| FMIMX | VMCPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.30 | 0.73 | -0.42 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.48 | 0.38 | +0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.55 | 0.57 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.51 | 0.59 | -0.09 |
Correlation
The correlation between FMIMX and VMCPX is 0.89, 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.
Dividends
FMIMX vs. VMCPX - Dividend Comparison
FMIMX's dividend yield for the trailing twelve months is around 13.16%, more than VMCPX's 1.52% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FMIMX FMI Common Stock Fund | 13.16% | 13.24% | 2.01% | 2.84% | 6.65% | 12.44% | 0.76% | 4.93% | 10.17% | 11.82% | 4.92% | 10.77% |
VMCPX Vanguard Mid-Cap Index Fund Institutional Plus Shares | 1.52% | 1.53% | 1.50% | 1.52% | 1.61% | 1.13% | 1.45% | 1.49% | 1.84% | 1.37% | 1.47% | 1.50% |
Drawdowns
FMIMX vs. VMCPX - Drawdown Comparison
The maximum FMIMX drawdown since its inception was -59.09%, which is greater than VMCPX's maximum drawdown of -39.30%. Use the drawdown chart below to compare losses from any high point for FMIMX and VMCPX.
Loading graphics...
Drawdown Indicators
| FMIMX | VMCPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.09% | -39.30% | -19.79% |
Max Drawdown (1Y)Largest decline over 1 year | -13.80% | -12.77% | -1.03% |
Max Drawdown (5Y)Largest decline over 5 years | -21.31% | -27.54% | +6.23% |
Max Drawdown (10Y)Largest decline over 10 years | -38.07% | -39.30% | +1.23% |
Current DrawdownCurrent decline from peak | -11.89% | -6.08% | -5.81% |
Average DrawdownAverage peak-to-trough decline | -10.46% | -5.26% | -5.20% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.14% | 2.77% | +2.37% |
Volatility
FMIMX vs. VMCPX - Volatility Comparison
FMI Common Stock Fund (FMIMX) has a higher volatility of 5.58% compared to Vanguard Mid-Cap Index Fund Institutional Plus Shares (VMCPX) at 4.96%. This indicates that FMIMX's price experiences larger fluctuations and is considered to be riskier than VMCPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| FMIMX | VMCPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.58% | 4.96% | +0.62% |
Volatility (6M)Calculated over the trailing 6-month period | 12.46% | 9.67% | +2.79% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.02% | 17.68% | +3.34% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.60% | 17.66% | +0.94% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.19% | 18.91% | +0.28% |