FSSMX vs. VEXAX
Compare and contrast key facts about Fidelity Stock Selector Mid Cap Fund (FSSMX) and Vanguard Extended Market Index Fund Admiral Shares (VEXAX).
FSSMX is managed by Fidelity. It was launched on Feb 20, 1996. VEXAX is managed by Vanguard. It was launched on Nov 13, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSSMX or VEXAX.
Correlation
The correlation between FSSMX and VEXAX is 0.87, 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. VEXAX - Performance Comparison
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Key characteristics
FSSMX:
0.26
VEXAX:
0.37
FSSMX:
0.59
VEXAX:
0.72
FSSMX:
1.08
VEXAX:
1.10
FSSMX:
0.30
VEXAX:
0.36
FSSMX:
0.97
VEXAX:
1.14
FSSMX:
7.03%
VEXAX:
8.43%
FSSMX:
22.34%
VEXAX:
24.57%
FSSMX:
-43.37%
VEXAX:
-58.08%
FSSMX:
-7.52%
VEXAX:
-10.62%
Returns By Period
In the year-to-date period, FSSMX achieves a 0.49% return, which is significantly higher than VEXAX's -2.86% return. Both investments have delivered pretty close results over the past 10 years, with FSSMX having a 8.82% annualized return and VEXAX not far behind at 8.57%.
FSSMX
0.49%
12.61%
-5.88%
5.87%
16.81%
8.82%
VEXAX
-2.86%
14.43%
-8.06%
9.06%
14.21%
8.57%
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FSSMX vs. VEXAX - Expense Ratio Comparison
FSSMX has a 0.79% expense ratio, which is higher than VEXAX's 0.06% expense ratio.
Risk-Adjusted Performance
FSSMX vs. VEXAX — Risk-Adjusted Performance Rank
FSSMX
VEXAX
FSSMX vs. VEXAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Stock Selector Mid Cap Fund (FSSMX) and Vanguard Extended Market Index Fund Admiral Shares (VEXAX). 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.
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Dividends
FSSMX vs. VEXAX - Dividend Comparison
FSSMX's dividend yield for the trailing twelve months is around 0.57%, less than VEXAX's 1.21% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSSMX Fidelity Stock Selector Mid Cap Fund | 0.57% | 0.57% | 0.78% | 0.77% | 0.72% | 1.02% | 0.65% | 1.06% | 0.49% | 0.73% | 0.58% | 0.30% |
VEXAX Vanguard Extended Market Index Fund Admiral Shares | 1.21% | 1.09% | 1.27% | 1.15% | 1.13% | 1.07% | 1.30% | 1.66% | 1.25% | 1.43% | 1.35% | 1.32% |
Drawdowns
FSSMX vs. VEXAX - Drawdown Comparison
The maximum FSSMX drawdown since its inception was -43.37%, smaller than the maximum VEXAX drawdown of -58.08%. Use the drawdown chart below to compare losses from any high point for FSSMX and VEXAX. For additional features, visit the drawdowns tool.
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Volatility
FSSMX vs. VEXAX - Volatility Comparison
The current volatility for Fidelity Stock Selector Mid Cap Fund (FSSMX) is 6.19%, while Vanguard Extended Market Index Fund Admiral Shares (VEXAX) has a volatility of 6.64%. This indicates that FSSMX experiences smaller price fluctuations and is considered to be less risky than VEXAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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