FSMDX vs. VIMAX

In the year-to-date period, FSMDX achieves a -0.38% return, which is significantly lower than VIMAX's 1.42% return. Both investments have delivered pretty close results over the past 10 years, with FSMDX having a 9.13% annualized return and VIMAX not far ahead at 9.16%.

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FSMDX has a 0.03% expense ratio, which is lower than VIMAX'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 Vanguard Mid-Cap Index Fund Admiral Shares (VIMAX). 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 0.46, which is comparable to the VIMAX Sharpe Ratio of 0.59. The chart below compares the historical Sharpe Ratios of FSMDX and VIMAX, 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 2.33%, more than VIMAX's 1.54% yield.

The maximum FSMDX drawdown since its inception was -40.35%, smaller than the maximum VIMAX drawdown of -58.88%. Use the drawdown chart below to compare losses from any high point for FSMDX and VIMAX.

Fidelity Mid Cap Index Fund (FSMDX) has a higher volatility of 4.84% compared to Vanguard Mid-Cap Index Fund Admiral Shares (VIMAX) at 4.26%. This indicates that FSMDX's price experiences larger fluctuations and is considered to be riskier than VIMAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.