VUSUX vs. FKMCX
Compare and contrast key facts about Vanguard Long-Term Treasury Fund Admiral Shares (VUSUX) and Fidelity Mid-Cap Stock Fund Class K (FKMCX).
VUSUX is managed by Vanguard. It was launched on Feb 12, 2001. FKMCX is managed by Fidelity. It was launched on May 9, 2008.
Performance
VUSUX vs. FKMCX - Performance Comparison
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VUSUX vs. FKMCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VUSUX Vanguard Long-Term Treasury Fund Admiral Shares | -0.54% | 5.66% | -6.30% | 3.43% | -29.51% | -4.71% | 18.10% | 14.26% | -1.80% | 8.72% |
FKMCX Fidelity Mid-Cap Stock Fund Class K | 4.68% | 11.87% | 14.65% | 11.11% | -6.30% | 28.72% | 11.56% | 25.50% | -10.21% | 18.03% |
Returns By Period
In the year-to-date period, VUSUX achieves a -0.54% return, which is significantly lower than FKMCX's 4.68% return. Over the past 10 years, VUSUX has underperformed FKMCX with an annualized return of -0.83%, while FKMCX has yielded a comparatively higher 11.64% annualized return.
VUSUX
- 1D
- 0.00%
- 1M
- -3.43%
- YTD
- -0.54%
- 6M
- -0.94%
- 1Y
- -0.54%
- 3Y*
- -1.53%
- 5Y*
- -4.89%
- 10Y*
- -0.83%
FKMCX
- 1D
- 3.15%
- 1M
- -5.67%
- YTD
- 4.68%
- 6M
- 7.97%
- 1Y
- 23.47%
- 3Y*
- 13.78%
- 5Y*
- 9.11%
- 10Y*
- 11.64%
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VUSUX vs. FKMCX - Expense Ratio Comparison
VUSUX has a 0.10% expense ratio, which is lower than FKMCX's 0.76% expense ratio.
Return for Risk
VUSUX vs. FKMCX — Risk / Return Rank
VUSUX
FKMCX
VUSUX vs. FKMCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Long-Term Treasury Fund Admiral Shares (VUSUX) and Fidelity Mid-Cap Stock Fund Class K (FKMCX). 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.
| VUSUX | FKMCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.03 | 1.22 | -1.19 |
Sortino ratioReturn per unit of downside risk | 0.11 | 1.77 | -1.66 |
Omega ratioGain probability vs. loss probability | 1.01 | 1.25 | -0.24 |
Calmar ratioReturn relative to maximum drawdown | 0.16 | 1.69 | -1.53 |
Martin ratioReturn relative to average drawdown | 0.36 | 7.62 | -7.26 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| VUSUX | FKMCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.03 | 1.22 | -1.19 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.34 | 0.52 | -0.86 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | -0.06 | 0.63 | -0.69 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.30 | 0.45 | -0.15 |
Correlation
The correlation between VUSUX and FKMCX is -0.26. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
VUSUX vs. FKMCX - Dividend Comparison
VUSUX's dividend yield for the trailing twelve months is around 4.11%, more than FKMCX's 1.77% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VUSUX Vanguard Long-Term Treasury Fund Admiral Shares | 4.11% | 4.39% | 4.15% | 3.43% | 3.05% | 4.46% | 10.28% | 2.92% | 2.91% | 2.74% | 5.38% | 5.62% |
FKMCX Fidelity Mid-Cap Stock Fund Class K | 1.77% | 1.85% | 8.91% | 2.69% | 5.49% | 12.87% | 6.82% | 6.73% | 13.52% | 6.66% | 8.36% | 14.27% |
Drawdowns
VUSUX vs. FKMCX - Drawdown Comparison
The maximum VUSUX drawdown since its inception was -46.12%, smaller than the maximum FKMCX drawdown of -59.55%. Use the drawdown chart below to compare losses from any high point for VUSUX and FKMCX.
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Drawdown Indicators
| VUSUX | FKMCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -46.12% | -59.55% | +13.43% |
Max Drawdown (1Y)Largest decline over 1 year | -8.76% | -13.27% | +4.51% |
Max Drawdown (5Y)Largest decline over 5 years | -41.34% | -22.31% | -19.03% |
Max Drawdown (10Y)Largest decline over 10 years | -46.12% | -40.56% | -5.56% |
Current DrawdownCurrent decline from peak | -36.34% | -5.67% | -30.67% |
Average DrawdownAverage peak-to-trough decline | -11.37% | -7.61% | -3.76% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.94% | 2.95% | +0.99% |
Volatility
VUSUX vs. FKMCX - Volatility Comparison
The current volatility for Vanguard Long-Term Treasury Fund Admiral Shares (VUSUX) is 3.60%, while Fidelity Mid-Cap Stock Fund Class K (FKMCX) has a volatility of 7.26%. This indicates that VUSUX experiences smaller price fluctuations and is considered to be less risky than FKMCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VUSUX | FKMCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.60% | 7.26% | -3.66% |
Volatility (6M)Calculated over the trailing 6-month period | 6.06% | 12.29% | -6.23% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.49% | 20.12% | -9.63% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.64% | 17.64% | -3.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.78% | 18.55% | -4.77% |