SMVTX vs. FMCSX
Compare and contrast key facts about Virtus Ceredex Mid-Cap Value Equity Fund (SMVTX) and Fidelity Mid-Cap Stock Fund (FMCSX).
SMVTX is managed by Virtus. It was launched on Nov 30, 2001. FMCSX is managed by Fidelity. It was launched on Mar 29, 1994.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SMVTX or FMCSX.
Correlation
The correlation between SMVTX and FMCSX 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.
Performance
SMVTX vs. FMCSX - Performance Comparison
Key characteristics
SMVTX:
-0.49
FMCSX:
-0.37
SMVTX:
-0.52
FMCSX:
-0.38
SMVTX:
0.92
FMCSX:
0.95
SMVTX:
-0.33
FMCSX:
-0.32
SMVTX:
-1.35
FMCSX:
-1.01
SMVTX:
8.48%
FMCSX:
7.74%
SMVTX:
23.37%
FMCSX:
20.88%
SMVTX:
-62.88%
FMCSX:
-62.17%
SMVTX:
-29.83%
FMCSX:
-19.36%
Returns By Period
The year-to-date returns for both investments are quite close, with SMVTX having a -10.92% return and FMCSX slightly higher at -10.54%. Over the past 10 years, SMVTX has underperformed FMCSX with an annualized return of -1.76%, while FMCSX has yielded a comparatively higher 0.97% annualized return.
SMVTX
-10.92%
-8.55%
-18.37%
-10.91%
3.93%
-1.76%
FMCSX
-10.54%
-6.32%
-14.57%
-7.38%
7.93%
0.97%
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SMVTX vs. FMCSX - Expense Ratio Comparison
SMVTX has a 0.99% expense ratio, which is higher than FMCSX's 0.85% expense ratio.
Risk-Adjusted Performance
SMVTX vs. FMCSX — Risk-Adjusted Performance Rank
SMVTX
FMCSX
SMVTX vs. FMCSX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus Ceredex Mid-Cap Value Equity Fund (SMVTX) 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.
Dividends
SMVTX vs. FMCSX - Dividend Comparison
SMVTX's dividend yield for the trailing twelve months is around 1.23%, more than FMCSX's 0.82% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SMVTX Virtus Ceredex Mid-Cap Value Equity Fund | 1.23% | 1.09% | 1.16% | 0.87% | 0.34% | 0.83% | 1.04% | 1.29% | 0.99% | 1.26% | 1.28% | 0.90% |
FMCSX Fidelity Mid-Cap Stock Fund | 0.82% | 0.74% | 0.92% | 0.73% | 1.15% | 1.14% | 0.98% | 0.94% | 0.57% | 0.77% | 9.86% | 10.28% |
Drawdowns
SMVTX vs. FMCSX - Drawdown Comparison
The maximum SMVTX drawdown since its inception was -62.88%, roughly equal to the maximum FMCSX drawdown of -62.17%. Use the drawdown chart below to compare losses from any high point for SMVTX and FMCSX. For additional features, visit the drawdowns tool.
Volatility
SMVTX vs. FMCSX - Volatility Comparison
Virtus Ceredex Mid-Cap Value Equity Fund (SMVTX) has a higher volatility of 14.83% compared to Fidelity Mid-Cap Stock Fund (FMCSX) at 13.25%. This indicates that SMVTX'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.