VLCAX vs. FMCDX
Compare and contrast key facts about Vanguard Large-Cap Index Fund Admiral Shares (VLCAX) and Fidelity Advisor Stock Selector Mid Cap Fund Class A (FMCDX).
VLCAX is managed by Vanguard. It was launched on Feb 2, 2004. FMCDX is managed by Fidelity. It was launched on Sep 3, 1996.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VLCAX or FMCDX.
Key characteristics
| VLCAX | FMCDX | |
|---|---|---|
| YTD Return | 27.34% | 19.83% |
| 1Y Return | 38.22% | 37.13% |
| 3Y Return (Ann) | 9.62% | -1.54% |
| 5Y Return (Ann) | 15.99% | 5.92% |
| 10Y Return (Ann) | 13.38% | 5.21% |
| Sharpe Ratio | 3.25 | 2.39 |
| Sortino Ratio | 4.30 | 3.29 |
| Omega Ratio | 1.61 | 1.42 |
| Calmar Ratio | 4.72 | 1.27 |
| Martin Ratio | 21.44 | 13.17 |
| Ulcer Index | 1.88% | 2.95% |
| Daily Std Dev | 12.38% | 16.26% |
| Max Drawdown | -54.76% | -64.22% |
| Current Drawdown | 0.00% | -4.60% |
Correlation
The correlation between VLCAX and FMCDX is 0.88, 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
VLCAX vs. FMCDX - Performance Comparison
In the year-to-date period, VLCAX achieves a 27.34% return, which is significantly higher than FMCDX's 19.83% return. Over the past 10 years, VLCAX has outperformed FMCDX with an annualized return of 13.38%, while FMCDX has yielded a comparatively lower 5.21% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
VLCAX vs. FMCDX - Expense Ratio Comparison
VLCAX has a 0.05% expense ratio, which is lower than FMCDX's 1.05% expense ratio.
Risk-Adjusted Performance
VLCAX vs. FMCDX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Large-Cap Index Fund Admiral Shares (VLCAX) and Fidelity Advisor Stock Selector Mid Cap Fund Class A (FMCDX). 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
VLCAX vs. FMCDX - Dividend Comparison
VLCAX's dividend yield for the trailing twelve months is around 1.22%, more than FMCDX's 0.51% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VLCAX Vanguard Large-Cap Index Fund Admiral Shares | 1.22% | 1.40% | 1.66% | 1.18% | 1.45% | 1.80% | 2.08% | 1.75% | 1.98% | 1.96% | 1.77% | 1.75% |
FMCDX Fidelity Advisor Stock Selector Mid Cap Fund Class A | 0.51% | 0.61% | 0.53% | 0.50% | 0.88% | 0.59% | 0.88% | 0.28% | 0.84% | 7.63% | 0.00% | 0.02% |
Drawdowns
VLCAX vs. FMCDX - Drawdown Comparison
The maximum VLCAX drawdown since its inception was -54.76%, smaller than the maximum FMCDX drawdown of -64.22%. Use the drawdown chart below to compare losses from any high point for VLCAX and FMCDX. For additional features, visit the drawdowns tool.
Volatility
VLCAX vs. FMCDX - Volatility Comparison
The current volatility for Vanguard Large-Cap Index Fund Admiral Shares (VLCAX) is 3.92%, while Fidelity Advisor Stock Selector Mid Cap Fund Class A (FMCDX) has a volatility of 5.29%. This indicates that VLCAX experiences smaller price fluctuations and is considered to be less risky than FMCDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.