VMCPX vs. FSKAX
Compare and contrast key facts about Vanguard Mid-Cap Index Fund Institutional Plus Shares (VMCPX) and Fidelity Total Market Index Fund (FSKAX).
VMCPX is managed by Vanguard. It was launched on Dec 15, 2010. FSKAX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VMCPX or FSKAX.
Correlation
The correlation between VMCPX and FSKAX is 0.95, 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
VMCPX vs. FSKAX - Performance Comparison
Key characteristics
VMCPX:
1.54
FSKAX:
1.77
VMCPX:
2.15
FSKAX:
2.40
VMCPX:
1.27
FSKAX:
1.33
VMCPX:
2.60
FSKAX:
2.69
VMCPX:
6.93
FSKAX:
10.65
VMCPX:
2.72%
FSKAX:
2.17%
VMCPX:
12.28%
FSKAX:
13.05%
VMCPX:
-39.30%
FSKAX:
-35.01%
VMCPX:
-2.67%
FSKAX:
-0.52%
Returns By Period
In the year-to-date period, VMCPX achieves a 4.46% return, which is significantly higher than FSKAX's 4.10% return. Over the past 10 years, VMCPX has underperformed FSKAX with an annualized return of 9.61%, while FSKAX has yielded a comparatively higher 12.36% annualized return.
VMCPX
4.46%
-0.62%
9.68%
19.21%
10.12%
9.61%
FSKAX
4.10%
0.81%
10.85%
23.95%
13.94%
12.36%
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VMCPX vs. FSKAX - Expense Ratio Comparison
VMCPX has a 0.03% expense ratio, which is higher than FSKAX's 0.02% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
VMCPX vs. FSKAX — Risk-Adjusted Performance Rank
VMCPX
FSKAX
VMCPX vs. FSKAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Mid-Cap Index Fund Institutional Plus Shares (VMCPX) and Fidelity Total Market Index Fund (FSKAX). 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
VMCPX vs. FSKAX - Dividend Comparison
VMCPX's dividend yield for the trailing twelve months is around 1.44%, more than FSKAX's 1.14% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VMCPX Vanguard Mid-Cap Index Fund Institutional Plus Shares | 1.44% | 1.50% | 1.53% | 1.61% | 1.13% | 1.46% | 1.49% | 1.84% | 1.37% | 1.47% | 1.50% | 1.31% |
FSKAX Fidelity Total Market Index Fund | 1.14% | 1.19% | 1.41% | 1.62% | 1.15% | 1.45% | 1.80% | 2.06% | 1.66% | 1.82% | 1.96% | 1.63% |
Drawdowns
VMCPX vs. FSKAX - Drawdown Comparison
The maximum VMCPX drawdown since its inception was -39.30%, which is greater than FSKAX's maximum drawdown of -35.01%. Use the drawdown chart below to compare losses from any high point for VMCPX and FSKAX. For additional features, visit the drawdowns tool.
Volatility
VMCPX vs. FSKAX - Volatility Comparison
The current volatility for Vanguard Mid-Cap Index Fund Institutional Plus Shares (VMCPX) is 2.48%, while Fidelity Total Market Index Fund (FSKAX) has a volatility of 3.03%. This indicates that VMCPX experiences smaller price fluctuations and is considered to be less risky than FSKAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.