TMCIX vs. FCPGX
Compare and contrast key facts about RBC SMID Cap Growth Fund (TMCIX) and Fidelity Small Cap Growth Fund (FCPGX).
TMCIX is managed by RBC Global Asset Management.. It was launched on Jun 1, 1994. FCPGX is managed by Fidelity. It was launched on Nov 3, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TMCIX or FCPGX.
Correlation
The correlation between TMCIX and FCPGX is 0.91, 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
TMCIX vs. FCPGX - Performance Comparison
Key characteristics
TMCIX:
0.36
FCPGX:
1.16
TMCIX:
0.63
FCPGX:
1.67
TMCIX:
1.08
FCPGX:
1.20
TMCIX:
0.18
FCPGX:
0.71
TMCIX:
1.89
FCPGX:
6.52
TMCIX:
3.30%
FCPGX:
3.54%
TMCIX:
17.23%
FCPGX:
19.93%
TMCIX:
-67.18%
FCPGX:
-59.11%
TMCIX:
-27.10%
FCPGX:
-15.19%
Returns By Period
In the year-to-date period, TMCIX achieves a 5.96% return, which is significantly lower than FCPGX's 20.94% return. Over the past 10 years, TMCIX has underperformed FCPGX with an annualized return of 0.41%, while FCPGX has yielded a comparatively higher 6.73% annualized return.
TMCIX
5.96%
-5.71%
2.34%
5.61%
1.50%
0.41%
FCPGX
20.94%
-6.53%
9.62%
21.85%
4.37%
6.73%
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TMCIX vs. FCPGX - Expense Ratio Comparison
TMCIX has a 0.82% expense ratio, which is lower than FCPGX's 1.00% expense ratio.
Risk-Adjusted Performance
TMCIX vs. FCPGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for RBC SMID Cap Growth Fund (TMCIX) and Fidelity Small Cap Growth Fund (FCPGX). 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
TMCIX vs. FCPGX - Dividend Comparison
TMCIX has not paid dividends to shareholders, while FCPGX's dividend yield for the trailing twelve months is around 0.84%.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
RBC SMID Cap Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 16.13% | 0.00% |
Fidelity Small Cap Growth Fund | 0.84% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 4.32% | 8.37% | 16.99% |
Drawdowns
TMCIX vs. FCPGX - Drawdown Comparison
The maximum TMCIX drawdown since its inception was -67.18%, which is greater than FCPGX's maximum drawdown of -59.11%. Use the drawdown chart below to compare losses from any high point for TMCIX and FCPGX. For additional features, visit the drawdowns tool.
Volatility
TMCIX vs. FCPGX - Volatility Comparison
The current volatility for RBC SMID Cap Growth Fund (TMCIX) is 4.57%, while Fidelity Small Cap Growth Fund (FCPGX) has a volatility of 5.93%. This indicates that TMCIX experiences smaller price fluctuations and is considered to be less risky than FCPGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.