MISIX vs. FMCSX
Compare and contrast key facts about Victory Trivalent International Small-Cap Fund Class I (MISIX) and Fidelity Mid-Cap Stock Fund (FMCSX).
MISIX is managed by Victory. FMCSX is managed by Fidelity. It was launched on Mar 29, 1994.
Performance
MISIX vs. FMCSX - Performance Comparison
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MISIX vs. FMCSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MISIX Victory Trivalent International Small-Cap Fund Class I | 2.72% | 42.00% | 4.70% | 15.49% | -23.13% | 12.41% | 15.42% | 27.88% | -20.20% | 37.14% |
FMCSX Fidelity Mid-Cap Stock Fund | 4.65% | 11.80% | 14.55% | 11.02% | -6.40% | 28.64% | 11.43% | 25.39% | -6.67% | 18.03% |
Returns By Period
In the year-to-date period, MISIX achieves a 2.72% return, which is significantly lower than FMCSX's 4.65% return. Over the past 10 years, MISIX has underperformed FMCSX with an annualized return of 9.62%, while FMCSX has yielded a comparatively higher 11.98% annualized return.
MISIX
- 1D
- 3.45%
- 1M
- -9.81%
- YTD
- 2.72%
- 6M
- 8.14%
- 1Y
- 38.23%
- 3Y*
- 18.09%
- 5Y*
- 7.46%
- 10Y*
- 9.62%
FMCSX
- 1D
- 3.14%
- 1M
- -5.68%
- YTD
- 4.65%
- 6M
- 7.91%
- 1Y
- 23.37%
- 3Y*
- 13.69%
- 5Y*
- 9.01%
- 10Y*
- 11.98%
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MISIX vs. FMCSX - Expense Ratio Comparison
MISIX has a 0.97% expense ratio, which is higher than FMCSX's 0.85% expense ratio.
Return for Risk
MISIX vs. FMCSX — Risk / Return Rank
MISIX
FMCSX
MISIX vs. FMCSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Victory Trivalent International Small-Cap Fund Class I (MISIX) 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.
| MISIX | FMCSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.29 | 1.21 | +1.08 |
Sortino ratioReturn per unit of downside risk | 2.93 | 1.76 | +1.17 |
Omega ratioGain probability vs. loss probability | 1.45 | 1.25 | +0.20 |
Calmar ratioReturn relative to maximum drawdown | 2.68 | 1.85 | +0.83 |
Martin ratioReturn relative to average drawdown | 11.58 | 8.31 | +3.27 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| MISIX | FMCSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.29 | 1.21 | +1.08 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.42 | 0.51 | -0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.54 | 0.65 | -0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.32 | 0.57 | -0.24 |
Correlation
The correlation between MISIX and FMCSX is 0.75, 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.
Dividends
MISIX vs. FMCSX - Dividend Comparison
MISIX's dividend yield for the trailing twelve months is around 5.89%, more than FMCSX's 1.75% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MISIX Victory Trivalent International Small-Cap Fund Class I | 5.89% | 6.05% | 2.27% | 1.90% | 1.12% | 8.61% | 0.41% | 1.99% | 3.59% | 1.85% | 1.56% | 1.21% |
FMCSX Fidelity Mid-Cap Stock Fund | 1.75% | 1.83% | 8.94% | 2.60% | 5.44% | 12.80% | 6.72% | 6.63% | 18.48% | 6.66% | 8.25% | 14.18% |
Drawdowns
MISIX vs. FMCSX - Drawdown Comparison
The maximum MISIX drawdown since its inception was -67.61%, which is greater than FMCSX's maximum drawdown of -62.19%. Use the drawdown chart below to compare losses from any high point for MISIX and FMCSX.
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Drawdown Indicators
| MISIX | FMCSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -67.61% | -62.19% | -5.42% |
Max Drawdown (1Y)Largest decline over 1 year | -13.84% | -13.27% | -0.57% |
Max Drawdown (5Y)Largest decline over 5 years | -37.69% | -22.33% | -15.36% |
Max Drawdown (10Y)Largest decline over 10 years | -41.82% | -40.55% | -1.27% |
Current DrawdownCurrent decline from peak | -10.87% | -5.68% | -5.19% |
Average DrawdownAverage peak-to-trough decline | -16.99% | -9.40% | -7.59% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.20% | 2.95% | +0.25% |
Volatility
MISIX vs. FMCSX - Volatility Comparison
Victory Trivalent International Small-Cap Fund Class I (MISIX) has a higher volatility of 7.91% compared to Fidelity Mid-Cap Stock Fund (FMCSX) at 7.26%. This indicates that MISIX'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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Volatility by Period
| MISIX | FMCSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.91% | 7.26% | +0.65% |
Volatility (6M)Calculated over the trailing 6-month period | 11.79% | 12.28% | -0.49% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.91% | 20.09% | -3.18% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.75% | 17.65% | +0.10% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.82% | 18.53% | -0.71% |