FSMDX vs. FLPSX

In the year-to-date period, FSMDX achieves a 1.04% return, which is significantly lower than FLPSX's 2.63% return. Over the past 10 years, FSMDX has outperformed FLPSX with an annualized return of 9.24%, while FLPSX has yielded a comparatively lower 8.45% annualized return.

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

FSMDX has a 0.03% expense ratio, which is lower than FLPSX's 0.82% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Mid Cap Index Fund (FSMDX) and Fidelity Low-Priced Stock Fund (FLPSX). 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 FSMDX Sharpe Ratio is 0.57, which is higher than the FLPSX Sharpe Ratio of 0.13. The chart below compares the historical Sharpe Ratios of FSMDX and FLPSX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FSMDX's dividend yield for the trailing twelve months is around 2.29%, less than FLPSX's 15.82% yield.

The maximum FSMDX drawdown since its inception was -40.35%, smaller than the maximum FLPSX drawdown of -53.75%. Use the drawdown chart below to compare losses from any high point for FSMDX and FLPSX.

Fidelity Mid Cap Index Fund (FSMDX) has a higher volatility of 5.21% compared to Fidelity Low-Priced Stock Fund (FLPSX) at 4.53%. This indicates that FSMDX's price experiences larger fluctuations and is considered to be riskier than FLPSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.