DSMFX vs. FITIX
Compare and contrast key facts about Destinations Small-Mid Cap Equity Fund (DSMFX) and Fidelity Advisor Mid Cap II Fund Class M (FITIX).
DSMFX is managed by Destinations Funds. It was launched on Mar 20, 2017. FITIX is managed by Fidelity. It was launched on Aug 12, 2004.
Performance
DSMFX vs. FITIX - Performance Comparison
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DSMFX vs. FITIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DSMFX Destinations Small-Mid Cap Equity Fund | 0.28% | 13.94% | 14.72% | 11.61% | -19.89% | 26.65% | 23.63% | 30.82% | -7.68% | 12.35% |
FITIX Fidelity Advisor Mid Cap II Fund Class M | 1.16% | 11.29% | 22.41% | 14.40% | -15.22% | 24.61% | 18.05% | 23.04% | -15.37% | 13.94% |
Returns By Period
In the year-to-date period, DSMFX achieves a 0.28% return, which is significantly lower than FITIX's 1.16% return.
DSMFX
- 1D
- -1.71%
- 1M
- -8.77%
- YTD
- 0.28%
- 6M
- 3.91%
- 1Y
- 26.70%
- 3Y*
- 13.32%
- 5Y*
- 5.56%
- 10Y*
- —
FITIX
- 1D
- -1.46%
- 1M
- -8.88%
- YTD
- 1.16%
- 6M
- 5.29%
- 1Y
- 21.13%
- 3Y*
- 15.20%
- 5Y*
- 8.50%
- 10Y*
- 11.01%
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DSMFX vs. FITIX - Expense Ratio Comparison
DSMFX has a 1.10% expense ratio, which is lower than FITIX's 1.25% expense ratio.
Return for Risk
DSMFX vs. FITIX — Risk / Return Rank
DSMFX
FITIX
DSMFX vs. FITIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Destinations Small-Mid Cap Equity Fund (DSMFX) and Fidelity Advisor Mid Cap II Fund Class M (FITIX). 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.
| DSMFX | FITIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.06 | 0.97 | +0.10 |
Sortino ratioReturn per unit of downside risk | 1.62 | 1.42 | +0.19 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.21 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.55 | 1.27 | +0.28 |
Martin ratioReturn relative to average drawdown | 6.93 | 5.59 | +1.33 |
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
| DSMFX | FITIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.06 | 0.97 | +0.10 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.27 | 0.42 | -0.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.53 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.50 | -0.01 |
Correlation
The correlation between DSMFX and FITIX 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.
Dividends
DSMFX vs. FITIX - Dividend Comparison
DSMFX's dividend yield for the trailing twelve months is around 7.11%, less than FITIX's 7.35% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DSMFX Destinations Small-Mid Cap Equity Fund | 7.11% | 7.13% | 7.71% | 0.26% | 3.57% | 27.39% | 2.06% | 4.05% | 5.96% | 0.92% | 0.00% | 0.00% |
FITIX Fidelity Advisor Mid Cap II Fund Class M | 7.35% | 10.82% | 11.68% | 2.52% | 5.82% | 19.35% | 1.01% | 3.07% | 10.58% | 7.57% | 9.20% | 4.84% |
Drawdowns
DSMFX vs. FITIX - Drawdown Comparison
The maximum DSMFX drawdown since its inception was -42.52%, smaller than the maximum FITIX drawdown of -53.22%. Use the drawdown chart below to compare losses from any high point for DSMFX and FITIX.
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Drawdown Indicators
| DSMFX | FITIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.52% | -53.22% | +10.70% |
Max Drawdown (1Y)Largest decline over 1 year | -13.93% | -14.86% | +0.93% |
Max Drawdown (5Y)Largest decline over 5 years | -30.72% | -25.10% | -5.62% |
Max Drawdown (10Y)Largest decline over 10 years | — | -42.59% | — |
Current DrawdownCurrent decline from peak | -9.75% | -9.87% | +0.12% |
Average DrawdownAverage peak-to-trough decline | -8.91% | -8.11% | -0.80% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.64% | 3.37% | +0.27% |
Volatility
DSMFX vs. FITIX - Volatility Comparison
The current volatility for Destinations Small-Mid Cap Equity Fund (DSMFX) is 6.40%, while Fidelity Advisor Mid Cap II Fund Class M (FITIX) has a volatility of 7.69%. This indicates that DSMFX experiences smaller price fluctuations and is considered to be less risky than FITIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DSMFX | FITIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.40% | 7.69% | -1.29% |
Volatility (6M)Calculated over the trailing 6-month period | 13.28% | 13.44% | -0.16% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.85% | 22.10% | +1.75% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.89% | 20.45% | +0.44% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.90% | 21.05% | +0.85% |