FSMVX vs. FXAIX

In the year-to-date period, FSMVX achieves a -8.19% return, which is significantly lower than FXAIX's -3.38% return. Over the past 10 years, FSMVX has underperformed FXAIX with an annualized return of 2.39%, while FXAIX has yielded a comparatively higher 12.25% annualized return.

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FSMVX has a 0.57% expense ratio, which is higher than FXAIX's 0.02% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Mid Cap Value Fund (FSMVX) and Fidelity 500 Index Fund (FXAIX). 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 FSMVX Sharpe Ratio is -0.50, which is lower than the FXAIX Sharpe Ratio of 0.52. The chart below compares the historical Sharpe Ratios of FSMVX and FXAIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FSMVX's dividend yield for the trailing twelve months is around 1.05%, less than FXAIX's 1.32% yield.

The maximum FSMVX drawdown since its inception was -62.80%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for FSMVX and FXAIX. For additional features, visit the drawdowns tool.