MRC.L vs. FCIT.L
Compare and contrast key facts about The Mercantile Investment Trust plc (MRC.L) and F&C Investment Trust plc (FCIT.L).
Performance
MRC.L vs. FCIT.L - Performance Comparison
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MRC.L vs. FCIT.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MRC.L The Mercantile Investment Trust plc | -4.47% | 12.06% | 11.16% | 19.79% | -25.89% | 11.28% | -2.26% | 53.98% | -17.09% | 30.22% |
FCIT.L F&C Investment Trust plc | -0.98% | 14.68% | 16.94% | 8.10% | -0.89% | 19.40% | 4.62% | 22.88% | -0.57% | 21.04% |
Fundamentals
MRC.L:
£1.80B
FCIT.L:
£5.96B
MRC.L:
£0.59
FCIT.L:
£3.45
MRC.L:
4.19
FCIT.L:
3.58
MRC.L:
0.13
FCIT.L:
0.13
MRC.L:
3.78
FCIT.L:
3.35
MRC.L:
0.91
FCIT.L:
0.97
MRC.L:
£476.21M
FCIT.L:
£1.78B
MRC.L:
£346.03M
FCIT.L:
£1.77B
MRC.L:
£359.99M
FCIT.L:
£1.04B
Returns By Period
In the year-to-date period, MRC.L achieves a -4.47% return, which is significantly lower than FCIT.L's -0.98% return. Over the past 10 years, MRC.L has underperformed FCIT.L with an annualized return of 7.36%, while FCIT.L has yielded a comparatively higher 12.80% annualized return.
MRC.L
- 1D
- 2.50%
- 1M
- -6.64%
- YTD
- -4.47%
- 6M
- -1.00%
- 1Y
- 11.51%
- 3Y*
- 10.93%
- 5Y*
- 2.38%
- 10Y*
- 7.36%
FCIT.L
- 1D
- 2.74%
- 1M
- -2.91%
- YTD
- -0.98%
- 6M
- 2.61%
- 1Y
- 15.59%
- 3Y*
- 12.43%
- 5Y*
- 10.79%
- 10Y*
- 12.80%
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Return for Risk
MRC.L vs. FCIT.L — Risk / Return Rank
MRC.L
FCIT.L
MRC.L vs. FCIT.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for The Mercantile Investment Trust plc (MRC.L) and F&C Investment Trust plc (FCIT.L). 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.
| MRC.L | FCIT.L | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.66 | 1.01 | -0.35 |
Sortino ratioReturn per unit of downside risk | 1.00 | 1.49 | -0.49 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.20 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.00 | 2.16 | -1.16 |
Martin ratioReturn relative to average drawdown | 3.47 | 7.52 | -4.05 |
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
| MRC.L | FCIT.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.66 | 1.01 | -0.35 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.11 | 0.68 | -0.57 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.30 | 0.74 | -0.44 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.59 | 0.48 | +0.11 |
Correlation
The correlation between MRC.L and FCIT.L is 0.55, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
MRC.L vs. FCIT.L - Dividend Comparison
MRC.L's dividend yield for the trailing twelve months is around 3.27%, more than FCIT.L's 1.31% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MRC.L The Mercantile Investment Trust plc | 3.27% | 3.13% | 3.28% | 3.36% | 3.59% | 2.50% | 2.67% | 2.52% | 3.36% | 2.15% | 2.55% | 2.57% |
FCIT.L F&C Investment Trust plc | 1.31% | 1.28% | 1.36% | 1.44% | 1.46% | 1.33% | 1.47% | 1.49% | 1.71% | 1.57% | 1.78% | 2.11% |
Drawdowns
MRC.L vs. FCIT.L - Drawdown Comparison
The maximum MRC.L drawdown since its inception was -60.82%, smaller than the maximum FCIT.L drawdown of -68.22%. Use the drawdown chart below to compare losses from any high point for MRC.L and FCIT.L.
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Drawdown Indicators
| MRC.L | FCIT.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.82% | -68.22% | +7.40% |
Max Drawdown (1Y)Largest decline over 1 year | -12.22% | -10.43% | -1.79% |
Max Drawdown (5Y)Largest decline over 5 years | -42.84% | -19.70% | -23.14% |
Max Drawdown (10Y)Largest decline over 10 years | -54.40% | -39.19% | -15.21% |
Current DrawdownCurrent decline from peak | -8.89% | -4.11% | -4.78% |
Average DrawdownAverage peak-to-trough decline | -11.19% | -10.39% | -0.80% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.52% | 2.23% | +1.29% |
Volatility
MRC.L vs. FCIT.L - Volatility Comparison
The Mercantile Investment Trust plc (MRC.L) and F&C Investment Trust plc (FCIT.L) have volatilities of 5.77% and 5.70%, 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.
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Volatility by Period
| MRC.L | FCIT.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.77% | 5.70% | +0.07% |
Volatility (6M)Calculated over the trailing 6-month period | 10.50% | 9.78% | +0.72% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.26% | 15.36% | +1.90% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.49% | 15.96% | +5.53% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.49% | 17.30% | +7.19% |
Financials
MRC.L vs. FCIT.L - Financials Comparison
This section allows you to compare key financial metrics between The Mercantile Investment Trust plc and F&C Investment Trust plc. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
MRC.L vs. FCIT.L - Profitability Comparison
MRC.L - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, The Mercantile Investment Trust plc reported a gross profit of 0.00 and revenue of 115.37M. Therefore, the gross margin over that period was 0.0%.
FCIT.L - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, F&C Investment Trust plc reported a gross profit of 698.48M and revenue of 698.48M. Therefore, the gross margin over that period was 100.0%.
MRC.L - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, The Mercantile Investment Trust plc reported an operating income of 110.67M and revenue of 115.37M, resulting in an operating margin of 95.9%.
FCIT.L - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, F&C Investment Trust plc reported an operating income of 685.51M and revenue of 698.48M, resulting in an operating margin of 98.1%.
MRC.L - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, The Mercantile Investment Trust plc reported a net income of 104.10M and revenue of 115.37M, resulting in a net margin of 90.2%.
FCIT.L - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, F&C Investment Trust plc reported a net income of 666.63M and revenue of 698.48M, resulting in a net margin of 95.4%.