RCMFX vs. FSMDX
Compare and contrast key facts about Schwartz Value Focused Fund (RCMFX) and Fidelity Mid Cap Index Fund (FSMDX).
RCMFX is managed by Schwartz. It was launched on Dec 30, 1983. FSMDX is managed by Fidelity. It was launched on Sep 8, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: RCMFX or FSMDX.
Correlation
The correlation between RCMFX and FSMDX is 0.77, 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
RCMFX vs. FSMDX - Performance Comparison
Key characteristics
RCMFX:
1.41
FSMDX:
1.33
RCMFX:
1.81
FSMDX:
1.88
RCMFX:
1.31
FSMDX:
1.23
RCMFX:
1.28
FSMDX:
1.98
RCMFX:
4.06
FSMDX:
5.46
RCMFX:
8.78%
FSMDX:
3.23%
RCMFX:
25.25%
FSMDX:
13.24%
RCMFX:
-64.96%
FSMDX:
-40.35%
RCMFX:
-21.08%
FSMDX:
-4.39%
Returns By Period
In the year-to-date period, RCMFX achieves a 9.07% return, which is significantly higher than FSMDX's 4.09% return. Over the past 10 years, RCMFX has outperformed FSMDX with an annualized return of 9.01%, while FSMDX has yielded a comparatively lower 8.52% annualized return.
RCMFX
9.07%
3.38%
11.13%
35.30%
15.97%
9.01%
FSMDX
4.09%
4.96%
10.87%
16.67%
9.03%
8.52%
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RCMFX vs. FSMDX - Expense Ratio Comparison
RCMFX has a 1.26% expense ratio, which is higher than FSMDX's 0.03% expense ratio.
Risk-Adjusted Performance
RCMFX vs. FSMDX — Risk-Adjusted Performance Rank
RCMFX
FSMDX
RCMFX vs. FSMDX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwartz Value Focused Fund (RCMFX) and Fidelity Mid Cap Index Fund (FSMDX). 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.
Dividends
RCMFX vs. FSMDX - Dividend Comparison
RCMFX's dividend yield for the trailing twelve months is around 0.43%, less than FSMDX's 1.12% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RCMFX Schwartz Value Focused Fund | 0.43% | 0.47% | 0.63% | 0.87% | 0.31% | 0.49% | 0.00% | 0.00% | 0.00% | 0.00% | 1.09% | 0.00% |
FSMDX Fidelity Mid Cap Index Fund | 1.12% | 1.17% | 1.39% | 1.59% | 1.10% | 1.37% | 1.42% | 1.85% | 1.32% | 1.35% | 2.29% | 3.82% |
Drawdowns
RCMFX vs. FSMDX - Drawdown Comparison
The maximum RCMFX drawdown since its inception was -64.96%, which is greater than FSMDX's maximum drawdown of -40.35%. Use the drawdown chart below to compare losses from any high point for RCMFX and FSMDX. For additional features, visit the drawdowns tool.
Volatility
RCMFX vs. FSMDX - Volatility Comparison
Schwartz Value Focused Fund (RCMFX) has a higher volatility of 5.42% compared to Fidelity Mid Cap Index Fund (FSMDX) at 3.18%. This indicates that RCMFX's price experiences larger fluctuations and is considered to be riskier than FSMDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.