VMVAX vs. FZAHX

In the year-to-date period, VMVAX achieves a -3.91% return, which is significantly higher than FZAHX's -10.72% return. Over the past 10 years, VMVAX has underperformed FZAHX with an annualized return of 7.70%, while FZAHX has yielded a comparatively higher 10.00% annualized return.

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VMVAX has a 0.07% expense ratio, which is lower than FZAHX's 0.67% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Vanguard Mid-Cap Value Index Fund Admiral Shares (VMVAX) and Fidelity Advisor Growth Opportunities Fund Class Z (FZAHX). 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.

The current VMVAX Sharpe Ratio is 0.32, which is comparable to the FZAHX Sharpe Ratio of 0.44. The chart below compares the historical Sharpe Ratios of VMVAX and FZAHX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VMVAX's dividend yield for the trailing twelve months is around 2.42%, while FZAHX has not paid dividends to shareholders.

The maximum VMVAX drawdown since its inception was -43.07%, smaller than the maximum FZAHX drawdown of -49.18%. Use the drawdown chart below to compare losses from any high point for VMVAX and FZAHX. For additional features, visit the drawdowns tool.

The current volatility for Vanguard Mid-Cap Value Index Fund Admiral Shares (VMVAX) is 11.85%, while Fidelity Advisor Growth Opportunities Fund Class Z (FZAHX) has a volatility of 17.19%. This indicates that VMVAX experiences smaller price fluctuations and is considered to be less risky than FZAHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.