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FSSMX vs. FMCSX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between FSSMX and FMCSX is 0.85, 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

FSSMX vs. FMCSX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Stock Selector Mid Cap Fund (FSSMX) and Fidelity Mid-Cap Stock Fund (FMCSX). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Sharpe Ratio

FSSMX:

0.11

FMCSX:

-0.20

Sortino Ratio

FSSMX:

0.36

FMCSX:

-0.09

Omega Ratio

FSSMX:

1.05

FMCSX:

0.99

Calmar Ratio

FSSMX:

0.14

FMCSX:

-0.15

Martin Ratio

FSSMX:

0.45

FMCSX:

-0.42

Ulcer Index

FSSMX:

7.01%

FMCSX:

8.64%

Daily Std Dev

FSSMX:

22.08%

FMCSX:

21.38%

Max Drawdown

FSSMX:

-43.37%

FMCSX:

-62.17%

Current Drawdown

FSSMX:

-10.42%

FMCSX:

-12.79%

Returns By Period

In the year-to-date period, FSSMX achieves a -2.66% return, which is significantly higher than FMCSX's -3.26% return. Over the past 10 years, FSSMX has outperformed FMCSX with an annualized return of 8.61%, while FMCSX has yielded a comparatively lower 1.81% annualized return.


FSSMX

YTD

-2.66%

1M

10.45%

6M

-7.73%

1Y

2.55%

5Y*

14.30%

10Y*

8.61%

FMCSX

YTD

-3.26%

1M

10.48%

6M

-10.09%

1Y

-4.18%

5Y*

8.29%

10Y*

1.81%

*Annualized

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FSSMX vs. FMCSX - Expense Ratio Comparison

FSSMX has a 0.79% expense ratio, which is lower than FMCSX's 0.85% expense ratio.


Risk-Adjusted Performance

FSSMX vs. FMCSX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FSSMX
The Risk-Adjusted Performance Rank of FSSMX is 3333
Overall Rank
The Sharpe Ratio Rank of FSSMX is 3131
Sharpe Ratio Rank
The Sortino Ratio Rank of FSSMX is 3434
Sortino Ratio Rank
The Omega Ratio Rank of FSSMX is 3333
Omega Ratio Rank
The Calmar Ratio Rank of FSSMX is 3434
Calmar Ratio Rank
The Martin Ratio Rank of FSSMX is 3232
Martin Ratio Rank

FMCSX
The Risk-Adjusted Performance Rank of FMCSX is 1313
Overall Rank
The Sharpe Ratio Rank of FMCSX is 1414
Sharpe Ratio Rank
The Sortino Ratio Rank of FMCSX is 1414
Sortino Ratio Rank
The Omega Ratio Rank of FMCSX is 1414
Omega Ratio Rank
The Calmar Ratio Rank of FMCSX is 1212
Calmar Ratio Rank
The Martin Ratio Rank of FMCSX is 1313
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

FSSMX vs. FMCSX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Stock Selector Mid Cap Fund (FSSMX) and Fidelity Mid-Cap Stock Fund (FMCSX). 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 FSSMX Sharpe Ratio is 0.11, which is higher than the FMCSX Sharpe Ratio of -0.20. The chart below compares the historical Sharpe Ratios of FSSMX and FMCSX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Dividends

FSSMX vs. FMCSX - Dividend Comparison

FSSMX's dividend yield for the trailing twelve months is around 0.59%, less than FMCSX's 0.76% yield.


TTM20242023202220212020201920182017201620152014
FSSMX
Fidelity Stock Selector Mid Cap Fund
0.59%0.57%0.78%0.77%0.72%1.02%0.65%1.06%0.49%0.73%0.58%0.30%
FMCSX
Fidelity Mid-Cap Stock Fund
0.76%0.74%0.92%0.73%1.15%1.14%0.98%0.94%0.57%0.77%9.86%10.28%

Drawdowns

FSSMX vs. FMCSX - Drawdown Comparison

The maximum FSSMX drawdown since its inception was -43.37%, smaller than the maximum FMCSX drawdown of -62.17%. Use the drawdown chart below to compare losses from any high point for FSSMX and FMCSX. For additional features, visit the drawdowns tool.


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Volatility

FSSMX vs. FMCSX - Volatility Comparison

Fidelity Stock Selector Mid Cap Fund (FSSMX) has a higher volatility of 7.16% compared to Fidelity Mid-Cap Stock Fund (FMCSX) at 6.62%. This indicates that FSSMX's price experiences larger fluctuations and is considered to be riskier than FMCSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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