VETAX vs. FIMVX
Compare and contrast key facts about Victory Sycamore Established Value Fund Class A (VETAX) and Fidelity Mid Cap Value Index Fund (FIMVX).
VETAX is an actively managed fund by Victory Capital. It was launched on May 5, 2000. FIMVX is managed by Fidelity. It was launched on Jul 11, 2019.
Performance
VETAX vs. FIMVX - Performance Comparison
Loading graphics...
VETAX vs. FIMVX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
VETAX Victory Sycamore Established Value Fund Class A | 2.79% | 2.15% | 9.80% | 10.06% | -2.85% | 31.49% | 7.79% | 8.15% |
FIMVX Fidelity Mid Cap Value Index Fund | 1.26% | 11.01% | 13.02% | 12.75% | -12.08% | 28.21% | 4.74% | 7.42% |
Returns By Period
In the year-to-date period, VETAX achieves a 2.79% return, which is significantly higher than FIMVX's 1.26% return.
VETAX
- 1D
- -0.35%
- 1M
- -6.84%
- YTD
- 2.79%
- 6M
- 2.30%
- 1Y
- 7.67%
- 3Y*
- 7.67%
- 5Y*
- 6.87%
- 10Y*
- 10.32%
FIMVX
- 1D
- -0.67%
- 1M
- -7.26%
- YTD
- 1.26%
- 6M
- 2.71%
- 1Y
- 14.86%
- 3Y*
- 12.23%
- 5Y*
- 7.40%
- 10Y*
- —
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
VETAX vs. FIMVX - Expense Ratio Comparison
VETAX has a 0.89% expense ratio, which is higher than FIMVX's 0.05% expense ratio.
Return for Risk
VETAX vs. FIMVX — Risk / Return Rank
VETAX
FIMVX
VETAX vs. FIMVX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Victory Sycamore Established Value Fund Class A (VETAX) and Fidelity Mid Cap Value Index Fund (FIMVX). 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.
| VETAX | FIMVX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.49 | 0.87 | -0.37 |
Sortino ratioReturn per unit of downside risk | 0.83 | 1.31 | -0.48 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.18 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 0.53 | 1.04 | -0.51 |
Martin ratioReturn relative to average drawdown | 2.22 | 4.85 | -2.63 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| VETAX | FIMVX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.49 | 0.87 | -0.37 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.40 | 0.43 | -0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.54 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.50 | 0.42 | +0.08 |
Correlation
The correlation between VETAX and FIMVX is 0.97, 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
VETAX vs. FIMVX - Dividend Comparison
VETAX's dividend yield for the trailing twelve months is around 4.73%, more than FIMVX's 2.45% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VETAX Victory Sycamore Established Value Fund Class A | 4.73% | 4.31% | 11.24% | 5.86% | 7.95% | 8.10% | 5.20% | 5.81% | 10.32% | 3.03% | 1.32% | 11.27% |
FIMVX Fidelity Mid Cap Value Index Fund | 2.45% | 2.48% | 4.44% | 1.89% | 2.75% | 5.62% | 1.23% | 0.63% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
VETAX vs. FIMVX - Drawdown Comparison
The maximum VETAX drawdown since its inception was -48.94%, which is greater than FIMVX's maximum drawdown of -43.61%. Use the drawdown chart below to compare losses from any high point for VETAX and FIMVX.
Loading graphics...
Drawdown Indicators
| VETAX | FIMVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -48.94% | -43.61% | -5.33% |
Max Drawdown (1Y)Largest decline over 1 year | -13.10% | -13.34% | +0.24% |
Max Drawdown (5Y)Largest decline over 5 years | -20.47% | -21.23% | +0.76% |
Max Drawdown (10Y)Largest decline over 10 years | -41.04% | — | — |
Current DrawdownCurrent decline from peak | -6.97% | -7.52% | +0.55% |
Average DrawdownAverage peak-to-trough decline | -6.37% | -6.57% | +0.20% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.16% | 2.87% | +0.29% |
Volatility
VETAX vs. FIMVX - Volatility Comparison
The current volatility for Victory Sycamore Established Value Fund Class A (VETAX) is 3.87%, while Fidelity Mid Cap Value Index Fund (FIMVX) has a volatility of 4.61%. This indicates that VETAX experiences smaller price fluctuations and is considered to be less risky than FIMVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| VETAX | FIMVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.87% | 4.61% | -0.74% |
Volatility (6M)Calculated over the trailing 6-month period | 8.94% | 9.81% | -0.87% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.28% | 18.19% | -0.91% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.06% | 17.31% | -0.25% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.23% | 22.02% | -2.79% |