VIMAX vs. FMCSX
Compare and contrast key facts about Vanguard Mid-Cap Index Fund Admiral Shares (VIMAX) and Fidelity Mid-Cap Stock Fund (FMCSX).
VIMAX is managed by Vanguard. It was launched on Nov 12, 2001. FMCSX is managed by Fidelity. It was launched on Mar 29, 1994.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VIMAX or FMCSX.
Performance
VIMAX vs. FMCSX - Performance Comparison
Returns By Period
In the year-to-date period, VIMAX achieves a 19.80% return, which is significantly higher than FMCSX's 12.27% return. Over the past 10 years, VIMAX has outperformed FMCSX with an annualized return of 10.04%, while FMCSX has yielded a comparatively lower 3.40% annualized return.
VIMAX
19.80%
2.66%
11.91%
30.51%
11.49%
10.04%
FMCSX
12.27%
2.76%
4.96%
19.72%
5.51%
3.40%
Key characteristics
| VIMAX | FMCSX | |
|---|---|---|
| Sharpe Ratio | 2.45 | 1.26 |
| Sortino Ratio | 3.37 | 1.69 |
| Omega Ratio | 1.43 | 1.24 |
| Calmar Ratio | 1.98 | 1.30 |
| Martin Ratio | 14.72 | 4.62 |
| Ulcer Index | 2.05% | 4.19% |
| Daily Std Dev | 12.31% | 15.30% |
| Max Drawdown | -58.88% | -62.17% |
| Current Drawdown | -1.12% | -1.45% |
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VIMAX vs. FMCSX - Expense Ratio Comparison
VIMAX has a 0.05% expense ratio, which is lower than FMCSX's 0.85% expense ratio.
Correlation
The correlation between VIMAX and FMCSX is 0.94, 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.
Risk-Adjusted Performance
VIMAX vs. FMCSX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Mid-Cap Index Fund Admiral Shares (VIMAX) and Fidelity Mid-Cap Stock Fund (FMCSX). 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
VIMAX vs. FMCSX - Dividend Comparison
VIMAX's dividend yield for the trailing twelve months is around 1.46%, more than FMCSX's 0.78% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VIMAX Vanguard Mid-Cap Index Fund Admiral Shares | 1.46% | 1.51% | 1.59% | 1.11% | 1.44% | 1.47% | 1.82% | 1.35% | 1.45% | 1.47% | 1.29% | 1.17% |
FMCSX Fidelity Mid-Cap Stock Fund | 0.78% | 0.92% | 0.73% | 1.15% | 1.14% | 0.98% | 0.94% | 0.57% | 0.77% | 9.86% | 10.28% | 3.30% |
Drawdowns
VIMAX vs. FMCSX - Drawdown Comparison
The maximum VIMAX drawdown since its inception was -58.88%, smaller than the maximum FMCSX drawdown of -62.17%. Use the drawdown chart below to compare losses from any high point for VIMAX and FMCSX. For additional features, visit the drawdowns tool.
Volatility
VIMAX vs. FMCSX - Volatility Comparison
The current volatility for Vanguard Mid-Cap Index Fund Admiral Shares (VIMAX) is 3.80%, while Fidelity Mid-Cap Stock Fund (FMCSX) has a volatility of 4.41%. This indicates that VIMAX experiences smaller price fluctuations and is considered to be less risky than FMCSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.