VMCIX vs. FLPKX
Compare and contrast key facts about Vanguard Mid-Cap Index Fund Institutional Shares (VMCIX) and Fidelity Low-Priced Stock Fund Class K (FLPKX).
VMCIX is managed by Vanguard. It was launched on May 21, 1998. FLPKX is managed by T. Rowe Price. It was launched on May 9, 2008.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VMCIX or FLPKX.
Performance
VMCIX vs. FLPKX - Performance Comparison
Returns By Period
In the year-to-date period, VMCIX achieves a 19.05% return, which is significantly higher than FLPKX's 10.89% return. Over the past 10 years, VMCIX has outperformed FLPKX with an annualized return of 9.99%, while FLPKX has yielded a comparatively lower 9.37% annualized return.
VMCIX
19.05%
1.28%
10.83%
30.03%
11.31%
9.99%
FLPKX
10.89%
-1.39%
1.25%
19.66%
11.56%
9.37%
Key characteristics
| VMCIX | FLPKX | |
|---|---|---|
| Sharpe Ratio | 2.50 | 1.65 |
| Sortino Ratio | 3.42 | 2.31 |
| Omega Ratio | 1.43 | 1.29 |
| Calmar Ratio | 1.99 | 2.75 |
| Martin Ratio | 15.01 | 9.45 |
| Ulcer Index | 2.05% | 2.19% |
| Daily Std Dev | 12.33% | 12.57% |
| Max Drawdown | -58.86% | -50.24% |
| Current Drawdown | -1.73% | -2.69% |
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VMCIX vs. FLPKX - Expense Ratio Comparison
VMCIX has a 0.04% expense ratio, which is lower than FLPKX's 0.74% expense ratio.
Correlation
The correlation between VMCIX and FLPKX 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.
Risk-Adjusted Performance
VMCIX vs. FLPKX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Mid-Cap Index Fund Institutional Shares (VMCIX) and Fidelity Low-Priced Stock Fund Class K (FLPKX). 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
VMCIX vs. FLPKX - Dividend Comparison
VMCIX's dividend yield for the trailing twelve months is around 1.47%, less than FLPKX's 2.22% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VMCIX Vanguard Mid-Cap Index Fund Institutional Shares | 1.47% | 1.52% | 1.60% | 1.12% | 1.45% | 1.48% | 1.83% | 1.36% | 1.46% | 1.48% | 1.29% | 1.18% |
FLPKX Fidelity Low-Priced Stock Fund Class K | 2.22% | 2.11% | 1.28% | 1.63% | 1.85% | 1.86% | 2.06% | 1.55% | 1.30% | 5.31% | 7.13% | 7.66% |
Drawdowns
VMCIX vs. FLPKX - Drawdown Comparison
The maximum VMCIX drawdown since its inception was -58.86%, which is greater than FLPKX's maximum drawdown of -50.24%. Use the drawdown chart below to compare losses from any high point for VMCIX and FLPKX. For additional features, visit the drawdowns tool.
Volatility
VMCIX vs. FLPKX - Volatility Comparison
The current volatility for Vanguard Mid-Cap Index Fund Institutional Shares (VMCIX) is 3.95%, while Fidelity Low-Priced Stock Fund Class K (FLPKX) has a volatility of 4.25%. This indicates that VMCIX experiences smaller price fluctuations and is considered to be less risky than FLPKX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.