FSMDX vs. VTMSX
Compare and contrast key facts about Fidelity Mid Cap Index Fund (FSMDX) and Vanguard Tax-Managed Small-Cap Fund Admiral Shares (VTMSX).
FSMDX is managed by Fidelity. It was launched on Sep 8, 2011. VTMSX is managed by Blackrock. It was launched on Mar 25, 1999.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSMDX or VTMSX.
Correlation
The correlation between FSMDX and VTMSX is 0.81, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
FSMDX vs. VTMSX - Performance Comparison
Key characteristics
FSMDX:
0.28
VTMSX:
-0.16
FSMDX:
0.53
VTMSX:
-0.07
FSMDX:
1.07
VTMSX:
0.99
FSMDX:
0.26
VTMSX:
-0.14
FSMDX:
0.95
VTMSX:
-0.43
FSMDX:
5.65%
VTMSX:
8.80%
FSMDX:
19.45%
VTMSX:
23.80%
FSMDX:
-40.35%
VTMSX:
-57.84%
FSMDX:
-12.01%
VTMSX:
-20.58%
Returns By Period
In the year-to-date period, FSMDX achieves a -5.30% return, which is significantly higher than VTMSX's -13.01% return. Over the past 10 years, FSMDX has outperformed VTMSX with an annualized return of 8.61%, while VTMSX has yielded a comparatively lower 6.91% annualized return.
FSMDX
-5.30%
-3.79%
-4.84%
5.47%
13.73%
8.61%
VTMSX
-13.01%
-6.45%
-11.59%
-2.77%
12.90%
6.91%
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FSMDX vs. VTMSX - Expense Ratio Comparison
FSMDX has a 0.03% expense ratio, which is lower than VTMSX's 0.09% 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%.
Risk-Adjusted Performance
FSMDX vs. VTMSX — Risk-Adjusted Performance Rank
FSMDX
VTMSX
FSMDX vs. VTMSX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Mid Cap Index Fund (FSMDX) and Vanguard Tax-Managed Small-Cap Fund Admiral Shares (VTMSX). 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.
Dividends
FSMDX vs. VTMSX - Dividend Comparison
FSMDX's dividend yield for the trailing twelve months is around 2.45%, more than VTMSX's 1.74% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSMDX Fidelity Mid Cap Index Fund | 2.45% | 2.32% | 1.39% | 2.07% | 3.35% | 2.34% | 2.86% | 2.60% | 2.53% | 2.23% | 4.68% | 3.82% |
VTMSX Vanguard Tax-Managed Small-Cap Fund Admiral Shares | 1.74% | 1.44% | 1.50% | 1.51% | 1.16% | 1.09% | 1.15% | 1.26% | 1.11% | 1.01% | 1.26% | 0.99% |
Drawdowns
FSMDX vs. VTMSX - Drawdown Comparison
The maximum FSMDX drawdown since its inception was -40.35%, smaller than the maximum VTMSX drawdown of -57.84%. Use the drawdown chart below to compare losses from any high point for FSMDX and VTMSX. For additional features, visit the drawdowns tool.
Volatility
FSMDX vs. VTMSX - Volatility Comparison
Fidelity Mid Cap Index Fund (FSMDX) and Vanguard Tax-Managed Small-Cap Fund Admiral Shares (VTMSX) have volatilities of 13.91% and 14.61%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.