TRMCX vs. FSMDX

In the year-to-date period, TRMCX achieves a -3.95% return, which is significantly lower than FSMDX's 1.51% return. Over the past 10 years, TRMCX has underperformed FSMDX with an annualized return of 1.21%, while FSMDX has yielded a comparatively higher 8.06% annualized return.

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TRMCX has a 0.77% expense ratio, which is higher than FSMDX's 0.03% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Mid-Cap Value Fund (TRMCX) 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 TRMCX Sharpe Ratio is -0.43, which is lower than the FSMDX Sharpe Ratio of 0.43. The chart below compares the historical Sharpe Ratios of TRMCX 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.

TRMCX's dividend yield for the trailing twelve months is around 1.50%, less than FSMDX's 2.28% yield.

The maximum TRMCX drawdown since its inception was -60.52%, which is greater than FSMDX's maximum drawdown of -40.35%. Use the drawdown chart below to compare losses from any high point for TRMCX and FSMDX. For additional features, visit the drawdowns tool.

The current volatility for T. Rowe Price Mid-Cap Value Fund (TRMCX) is 5.42%, while Fidelity Mid Cap Index Fund (FSMDX) has a volatility of 5.79%. This indicates that TRMCX experiences smaller price fluctuations and is considered to be less risky than FSMDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.