FSMDX vs. RSINX
FSMDX (Fidelity Mid Cap Index Fund) and RSINX (Victory RS Investors Fund) are both Mid Cap Blend Equities funds. Over the past 10 years, FSMDX returned 11.54%/yr vs 10.87%/yr for RSINX. Their correlation of 0.87 means they have usually moved in the same direction. FSMDX charges 0.03%/yr vs 1.33%/yr for RSINX.
Performance
FSMDX vs. RSINX - Performance Comparison
Loading charts...
Returns By Period
The year-to-date returns for both stocks are quite close, with FSMDX having a 14.62% return and RSINX slightly lower at 14.37%. Over the past 10 years, FSMDX has outperformed RSINX with an annualized return of 11.54%, while RSINX has yielded a comparatively lower 10.87% annualized return.
FSMDX
- 1D
- -0.28%
- 1M
- -0.61%
- 6M
- 10.55%
- YTD
- 14.62%
- 1Y
- 20.38%
- 3Y*
- 14.99%
- 5Y*
- 8.24%
- 10Y*
- 11.54%
- ALL TIME*
- 12.62%
RSINX
- 1D
- 2.11%
- 1M
- 4.78%
- 6M
- 10.55%
- YTD
- 14.37%
- 1Y
- 23.67%
- 3Y*
- 15.63%
- 5Y*
- 11.69%
- 10Y*
- 10.87%
- ALL TIME*
- 8.67%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
FSMDX vs. RSINX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FSMDX Fidelity Mid Cap Index Fund | 14.62% | 10.58% | 15.55% | 17.20% | -17.27% | 22.56% | 17.13% | 30.53% | -9.38% | 18.04% |
RSINX Victory RS Investors Fund | 14.37% | 6.39% | 20.81% | 13.18% | -2.02% | 25.73% | -1.68% | 28.02% | -9.55% | 16.36% |
Correlation
The correlation between FSMDX and RSINX is 0.73, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.73 |
Correlation (3Y) Balances recent behavior with more history. | 0.80 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.83 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.85 |
Correlation (All Time) Calculated using the full available price history since Sep 9, 2011 | 0.87 |
The correlation between FSMDX and RSINX shifts across timeframes, from 0.73 (1 year) to 0.87 (all time), reflecting how their relationship changes across market environments.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
FSMDX vs. RSINX — Risk / Return Rank
FSMDX
RSINX
FSMDX vs. RSINX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Mid Cap Index Fund (FSMDX) and Victory RS Investors Fund (RSINX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| FSMDX | RSINX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.36 | ||
| Sortino ratioReturn per unit of downside risk | -0.56 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 1.30 | -0.06 |
| Calmar ratioReturn relative to maximum drawdown | 2.31 | 2.42 | -0.11 |
| Martin ratioReturn relative to average drawdown | 8.94 | 8.76 | +0.18 |
Loading charts...
Drawdowns
FSMDX vs. RSINX - Drawdown Comparison
The maximum FSMDX drawdown since its inception was -40.35%, smaller than the maximum RSINX drawdown of -66.11%. Use the drawdown chart below to compare losses from any high point for FSMDX and RSINX.
Loading charts...
Drawdown Indicators
| FSMDX | RSINX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.35% | -66.11% | +25.76% |
Max Drawdown (1Y)Largest decline over 1 year | -8.16% | -8.64% | +0.48% |
Max Drawdown (3Y)Largest decline over 3 years | -20.92% | -20.23% | -0.69% |
Max Drawdown (5Y)Largest decline over 5 years | -26.07% | -23.08% | -2.99% |
Max Drawdown (10Y)Largest decline over 10 years | -40.35% | -40.86% | +0.51% |
Current DrawdownCurrent decline from peak | -0.94% | 0.00% | -0.94% |
Average DrawdownAverage peak-to-trough decline | -4.91% | -10.49% | +5.58% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.10% | 2.39% | -0.29% |
Volatility
FSMDX vs. RSINX - Volatility Comparison
The current volatility for Fidelity Mid Cap Index Fund (FSMDX) is 2.43%, while Victory RS Investors Fund (RSINX) has a volatility of 3.43%. This indicates that FSMDX experiences smaller price fluctuations and is considered to be less risky than RSINX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| FSMDX | RSINX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.43% | 3.43% | -1.00% |
Volatility (6M)Calculated over the trailing 6-month period | 10.22% | 8.15% | +2.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.71% | 12.03% | +1.68% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.26% | 18.99% | -0.73% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.27% | 19.06% | +0.21% |
FSMDX vs. RSINX - Expense Ratio Comparison
FSMDX has a 0.03% expense ratio, which is lower than RSINX's 1.33% expense ratio.
Dividends
FSMDX vs. RSINX - Dividend Comparison
FSMDX's dividend yield for the trailing twelve months is around 0.76%, less than RSINX's 3.90% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSMDX Fidelity Mid Cap Index Fund | 0.76% | 1.10% | 2.46% | 1.39% | 2.07% | 3.35% | 2.34% | 2.86% | 2.21% | 2.17% | 2.23% | 2.84% |
RSINX Victory RS Investors Fund | 3.90% | 4.46% | 10.21% | 0.77% | 4.03% | 15.89% | 0.30% | 4.32% | 17.89% | 14.37% | 0.00% | 0.00% |
Frequently Asked Questions
FSMDX and RSINX have a correlation of 0.73, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
RSINX has higher volatility (3.43%) compared to FSMDX (2.43%). In terms of maximum drawdown, FSMDX dropped -40.35% vs RSINX's -66.11%.
RSINX currently has the higher Sharpe Ratio (1.74 vs 1.38), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
Find the right allocation for FSMDX and RSINX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer