TCMSX vs. FSMDX

In the year-to-date period, TCMSX achieves a -9.30% return, which is significantly lower than FSMDX's 1.13% return. Both investments have delivered pretty close results over the past 10 years, with TCMSX having a 9.45% annualized return and FSMDX not far behind at 9.38%.

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TCMSX has a 0.93% expense ratio, which is higher than FSMDX's 0.03% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Voya Small Cap Growth Fund (TCMSX) 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.

The current TCMSX Sharpe Ratio is -0.12, which is lower than the FSMDX Sharpe Ratio of 0.53. The chart below compares the historical Sharpe Ratios of TCMSX and FSMDX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

TCMSX's dividend yield for the trailing twelve months is around 11.61%, more than FSMDX's 2.29% yield.

The maximum TCMSX drawdown since its inception was -55.98%, which is greater than FSMDX's maximum drawdown of -40.35%. Use the drawdown chart below to compare losses from any high point for TCMSX and FSMDX.

Voya Small Cap Growth Fund (TCMSX) has a higher volatility of 6.28% compared to Fidelity Mid Cap Index Fund (FSMDX) at 5.16%. This indicates that TCMSX'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.