STRGX vs. FSMDX
Compare and contrast key facts about Sterling Capital Stratton Mid Cap Value Fund (STRGX) and Fidelity Mid Cap Index Fund (FSMDX).
STRGX is managed by Sterling Capital. It was launched on Sep 29, 1972. FSMDX is managed by Fidelity. It was launched on Sep 8, 2011.
Performance
STRGX vs. FSMDX - Performance Comparison
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STRGX vs. FSMDX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
STRGX Sterling Capital Stratton Mid Cap Value Fund | 2.89% | 5.40% | 9.49% | 14.39% | -10.92% | 23.49% | 3.74% | 32.73% | -14.28% | 21.75% |
FSMDX Fidelity Mid Cap Index Fund | -1.30% | 10.58% | 15.55% | 17.20% | -17.27% | 22.56% | 17.13% | 30.53% | -9.38% | 18.04% |
Returns By Period
In the year-to-date period, STRGX achieves a 2.89% return, which is significantly higher than FSMDX's -1.30% return. Over the past 10 years, STRGX has underperformed FSMDX with an annualized return of 9.22%, while FSMDX has yielded a comparatively higher 10.52% annualized return.
STRGX
- 1D
- -1.01%
- 1M
- -6.72%
- YTD
- 2.89%
- 6M
- -0.22%
- 1Y
- 11.98%
- 3Y*
- 10.23%
- 5Y*
- 5.86%
- 10Y*
- 9.22%
FSMDX
- 1D
- -0.76%
- 1M
- -7.77%
- YTD
- -1.30%
- 6M
- -1.14%
- 1Y
- 13.02%
- 3Y*
- 12.41%
- 5Y*
- 6.74%
- 10Y*
- 10.52%
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STRGX vs. FSMDX - Expense Ratio Comparison
STRGX has a 0.84% expense ratio, which is higher than FSMDX's 0.03% expense ratio.
Return for Risk
STRGX vs. FSMDX — Risk / Return Rank
STRGX
FSMDX
STRGX vs. FSMDX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Sterling Capital Stratton Mid Cap Value Fund (STRGX) 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.
| STRGX | FSMDX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.68 | 0.72 | -0.04 |
Sortino ratioReturn per unit of downside risk | 1.07 | 1.13 | -0.06 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.16 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 0.87 | 0.87 | 0.00 |
Martin ratioReturn relative to average drawdown | 3.43 | 4.07 | -0.64 |
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
| STRGX | FSMDX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.68 | 0.72 | -0.04 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.34 | 0.37 | -0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.49 | 0.55 | -0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 0.65 | -0.10 |
Correlation
The correlation between STRGX and FSMDX is 0.95, 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
STRGX vs. FSMDX - Dividend Comparison
STRGX's dividend yield for the trailing twelve months is around 9.76%, more than FSMDX's 1.12% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
STRGX Sterling Capital Stratton Mid Cap Value Fund | 9.76% | 10.04% | 15.16% | 12.43% | 17.98% | 8.18% | 0.84% | 5.40% | 9.91% | 3.79% | 0.60% | 3.68% |
FSMDX Fidelity Mid Cap Index Fund | 1.12% | 1.10% | 2.46% | 1.39% | 2.07% | 3.35% | 2.34% | 2.86% | 2.21% | 2.17% | 2.23% | 2.84% |
Drawdowns
STRGX vs. FSMDX - Drawdown Comparison
The maximum STRGX drawdown since its inception was -53.50%, which is greater than FSMDX's maximum drawdown of -40.35%. Use the drawdown chart below to compare losses from any high point for STRGX and FSMDX.
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Drawdown Indicators
| STRGX | FSMDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.50% | -40.35% | -13.15% |
Max Drawdown (1Y)Largest decline over 1 year | -12.42% | -13.42% | +1.00% |
Max Drawdown (5Y)Largest decline over 5 years | -21.22% | -26.07% | +4.85% |
Max Drawdown (10Y)Largest decline over 10 years | -41.35% | -40.35% | -1.00% |
Current DrawdownCurrent decline from peak | -7.40% | -8.16% | +0.76% |
Average DrawdownAverage peak-to-trough decline | -8.06% | -5.00% | -3.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.14% | 2.86% | +0.28% |
Volatility
STRGX vs. FSMDX - Volatility Comparison
Sterling Capital Stratton Mid Cap Value Fund (STRGX) has a higher volatility of 5.22% compared to Fidelity Mid Cap Index Fund (FSMDX) at 4.74%. This indicates that STRGX'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.
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Volatility by Period
| STRGX | FSMDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.22% | 4.74% | +0.48% |
Volatility (6M)Calculated over the trailing 6-month period | 10.54% | 10.17% | +0.37% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.17% | 18.96% | -0.79% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.38% | 18.23% | -0.85% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.07% | 19.28% | -0.21% |