CIMDX vs. FMPOX
Compare and contrast key facts about Clarkston Founders Fund (CIMDX) and Fidelity Advisor Mid Cap Value Fund Class I (FMPOX).
CIMDX is managed by Clarkston Funds. It was launched on Jan 31, 2017. FMPOX is managed by Fidelity. It was launched on Feb 13, 2007.
Performance
CIMDX vs. FMPOX - Performance Comparison
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CIMDX vs. FMPOX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CIMDX Clarkston Founders Fund | -6.99% | 7.35% | 5.67% | 10.38% | -3.67% | 6.23% | 23.21% | 23.74% | -7.85% | 11.25% |
FMPOX Fidelity Advisor Mid Cap Value Fund Class I | 0.59% | 13.02% | 14.48% | 22.51% | -10.62% | 33.96% | 0.95% | 23.61% | -18.93% | 15.02% |
Returns By Period
In the year-to-date period, CIMDX achieves a -6.99% return, which is significantly lower than FMPOX's 0.59% return.
CIMDX
- 1D
- 0.92%
- 1M
- -8.15%
- YTD
- -6.99%
- 6M
- -4.06%
- 1Y
- 0.79%
- 3Y*
- 4.20%
- 5Y*
- 1.54%
- 10Y*
- —
FMPOX
- 1D
- -1.08%
- 1M
- -9.30%
- YTD
- 0.59%
- 6M
- 5.72%
- 1Y
- 19.27%
- 3Y*
- 16.07%
- 5Y*
- 10.21%
- 10Y*
- 9.64%
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CIMDX vs. FMPOX - Expense Ratio Comparison
CIMDX has a 0.95% expense ratio, which is higher than FMPOX's 0.59% expense ratio.
Return for Risk
CIMDX vs. FMPOX — Risk / Return Rank
CIMDX
FMPOX
CIMDX vs. FMPOX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Clarkston Founders Fund (CIMDX) and Fidelity Advisor Mid Cap Value Fund Class I (FMPOX). 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.
| CIMDX | FMPOX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.07 | 0.92 | -0.86 |
Sortino ratioReturn per unit of downside risk | 0.24 | 1.42 | -1.18 |
Omega ratioGain probability vs. loss probability | 1.03 | 1.19 | -0.17 |
Calmar ratioReturn relative to maximum drawdown | 0.00 | 1.20 | -1.20 |
Martin ratioReturn relative to average drawdown | 0.01 | 4.92 | -4.91 |
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
| CIMDX | FMPOX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.07 | 0.92 | -0.86 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.10 | 0.51 | -0.41 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.46 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.40 | 0.37 | +0.03 |
Correlation
The correlation between CIMDX and FMPOX is 0.85, 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.
Dividends
CIMDX vs. FMPOX - Dividend Comparison
CIMDX's dividend yield for the trailing twelve months is around 3.49%, less than FMPOX's 7.80% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CIMDX Clarkston Founders Fund | 3.49% | 3.24% | 0.45% | 1.62% | 6.38% | 0.44% | 0.91% | 3.32% | 2.27% | 0.41% | 0.00% | 0.00% |
FMPOX Fidelity Advisor Mid Cap Value Fund Class I | 7.80% | 8.26% | 10.51% | 1.17% | 13.25% | 1.31% | 2.00% | 1.86% | 14.92% | 8.99% | 1.37% | 5.23% |
Drawdowns
CIMDX vs. FMPOX - Drawdown Comparison
The maximum CIMDX drawdown since its inception was -31.86%, smaller than the maximum FMPOX drawdown of -61.76%. Use the drawdown chart below to compare losses from any high point for CIMDX and FMPOX.
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Drawdown Indicators
| CIMDX | FMPOX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.86% | -61.76% | +29.90% |
Max Drawdown (1Y)Largest decline over 1 year | -11.30% | -14.75% | +3.45% |
Max Drawdown (5Y)Largest decline over 5 years | -21.26% | -23.74% | +2.48% |
Max Drawdown (10Y)Largest decline over 10 years | — | -45.11% | — |
Current DrawdownCurrent decline from peak | -10.49% | -10.29% | -0.20% |
Average DrawdownAverage peak-to-trough decline | -5.88% | -9.13% | +3.25% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.57% | 3.59% | -0.02% |
Volatility
CIMDX vs. FMPOX - Volatility Comparison
The current volatility for Clarkston Founders Fund (CIMDX) is 4.56%, while Fidelity Advisor Mid Cap Value Fund Class I (FMPOX) has a volatility of 5.62%. This indicates that CIMDX experiences smaller price fluctuations and is considered to be less risky than FMPOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CIMDX | FMPOX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.56% | 5.62% | -1.06% |
Volatility (6M)Calculated over the trailing 6-month period | 11.25% | 11.76% | -0.51% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.62% | 21.47% | -2.85% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.78% | 20.12% | -4.34% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.50% | 21.05% | -3.55% |