FSMDX vs. FMDGX

In the year-to-date period, FSMDX achieves a 2.55% return, which is significantly lower than FMDGX's 5.90% return.

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FSMDX has a 0.03% expense ratio, which is lower than FMDGX's 0.05% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Mid Cap Index Fund (FSMDX) and Fidelity Mid Cap Growth Index Fund (FMDGX). 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 0.45, which is lower than the FMDGX Sharpe Ratio of 0.80. The chart below compares the historical Sharpe Ratios of FSMDX and FMDGX, 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 1.14%, more than FMDGX's 0.44% yield.

The maximum FSMDX drawdown since its inception was -40.35%, roughly equal to the maximum FMDGX drawdown of -38.85%. Use the drawdown chart below to compare losses from any high point for FSMDX and FMDGX. For additional features, visit the drawdowns tool.

The current volatility for Fidelity Mid Cap Index Fund (FSMDX) is 4.73%, while Fidelity Mid Cap Growth Index Fund (FMDGX) has a volatility of 6.67%. This indicates that FSMDX experiences smaller price fluctuations and is considered to be less risky than FMDGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.