FSMAX vs. FMCSX

In the year-to-date period, FSMAX achieves a -6.29% return, which is significantly lower than FMCSX's -3.26% return. Over the past 10 years, FSMAX has outperformed FMCSX with an annualized return of 5.37%, while FMCSX has yielded a comparatively lower 1.81% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

FSMAX has a 0.04% expense ratio, which is lower than FMCSX's 0.85% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Extended Market Index Fund (FSMAX) and Fidelity Mid-Cap Stock Fund (FMCSX). 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 FSMAX Sharpe Ratio is 0.20, which is higher than the FMCSX Sharpe Ratio of -0.20. The chart below compares the historical Sharpe Ratios of FSMAX and FMCSX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FSMAX's dividend yield for the trailing twelve months is around 0.52%, less than FMCSX's 0.76% yield.

The maximum FSMAX drawdown since its inception was -41.67%, smaller than the maximum FMCSX drawdown of -62.17%. Use the drawdown chart below to compare losses from any high point for FSMAX and FMCSX. For additional features, visit the drawdowns tool.

Fidelity Extended Market Index Fund (FSMAX) has a higher volatility of 7.79% compared to Fidelity Mid-Cap Stock Fund (FMCSX) at 6.62%. This indicates that FSMAX's price experiences larger fluctuations and is considered to be riskier than FMCSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.