MSCGX vs. FSOPX
Compare and contrast key facts about Mercer US Small/Mid Cap Equity Fund (MSCGX) and Fidelity Series Small Cap Opportunities Fund (FSOPX).
MSCGX is managed by Mercer Funds. It was launched on Aug 15, 2005. FSOPX is managed by Fidelity. It was launched on Mar 22, 2007.
Performance
MSCGX vs. FSOPX - Performance Comparison
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MSCGX vs. FSOPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
MSCGX Mercer US Small/Mid Cap Equity Fund | 1.44% | 6.52% | 13.39% | 15.35% | -16.91% | 24.32% | 12.40% | 5.34% |
FSOPX Fidelity Series Small Cap Opportunities Fund | 4.69% | 15.81% | 15.31% | 20.38% | -17.82% | 23.39% | 17.03% | 8.64% |
Returns By Period
In the year-to-date period, MSCGX achieves a 1.44% return, which is significantly lower than FSOPX's 4.69% return.
MSCGX
- 1D
- 3.02%
- 1M
- -5.62%
- YTD
- 1.44%
- 6M
- 3.09%
- 1Y
- 15.25%
- 3Y*
- 10.92%
- 5Y*
- 5.22%
- 10Y*
- —
FSOPX
- 1D
- 3.79%
- 1M
- -5.19%
- YTD
- 4.69%
- 6M
- 10.60%
- 1Y
- 32.66%
- 3Y*
- 17.07%
- 5Y*
- 8.69%
- 10Y*
- 11.92%
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MSCGX vs. FSOPX - Expense Ratio Comparison
MSCGX has a 0.48% expense ratio, which is higher than FSOPX's 0.00% expense ratio.
Return for Risk
MSCGX vs. FSOPX — Risk / Return Rank
MSCGX
FSOPX
MSCGX vs. FSOPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Mercer US Small/Mid Cap Equity Fund (MSCGX) and Fidelity Series Small Cap Opportunities Fund (FSOPX). 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.
| MSCGX | FSOPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.78 | 1.48 | -0.70 |
Sortino ratioReturn per unit of downside risk | 1.27 | 2.13 | -0.86 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.28 | -0.11 |
Calmar ratioReturn relative to maximum drawdown | 0.22 | 2.35 | -2.13 |
Martin ratioReturn relative to average drawdown | 0.75 | 10.03 | -9.28 |
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
| MSCGX | FSOPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.78 | 1.48 | -0.70 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.23 | 0.40 | -0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.55 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.34 | 0.36 | -0.03 |
Correlation
The correlation between MSCGX and FSOPX is 0.90, 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
MSCGX vs. FSOPX - Dividend Comparison
MSCGX's dividend yield for the trailing twelve months is around 7.60%, more than FSOPX's 4.22% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MSCGX Mercer US Small/Mid Cap Equity Fund | 7.60% | 7.71% | 10.73% | 3.77% | 8.42% | 20.40% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FSOPX Fidelity Series Small Cap Opportunities Fund | 4.22% | 4.41% | 9.41% | 0.98% | 5.16% | 30.85% | 2.01% | 6.67% | 13.99% | 10.31% | 0.69% | 5.93% |
Drawdowns
MSCGX vs. FSOPX - Drawdown Comparison
The maximum MSCGX drawdown since its inception was -41.30%, smaller than the maximum FSOPX drawdown of -61.75%. Use the drawdown chart below to compare losses from any high point for MSCGX and FSOPX.
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Drawdown Indicators
| MSCGX | FSOPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.30% | -61.75% | +20.45% |
Max Drawdown (1Y)Largest decline over 1 year | -13.87% | -13.87% | 0.00% |
Max Drawdown (5Y)Largest decline over 5 years | -35.66% | -30.06% | -5.60% |
Max Drawdown (10Y)Largest decline over 10 years | — | -39.15% | — |
Current DrawdownCurrent decline from peak | -6.48% | -6.29% | -0.19% |
Average DrawdownAverage peak-to-trough decline | -13.03% | -10.45% | -2.58% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.27% | 3.25% | +3.02% |
Volatility
MSCGX vs. FSOPX - Volatility Comparison
The current volatility for Mercer US Small/Mid Cap Equity Fund (MSCGX) is 6.42%, while Fidelity Series Small Cap Opportunities Fund (FSOPX) has a volatility of 8.00%. This indicates that MSCGX experiences smaller price fluctuations and is considered to be less risky than FSOPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MSCGX | FSOPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.42% | 8.00% | -1.58% |
Volatility (6M)Calculated over the trailing 6-month period | 11.97% | 13.55% | -1.58% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.31% | 22.47% | +0.84% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.80% | 21.70% | +2.10% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.70% | 21.93% | +3.77% |