DSMFX vs. FMCDX
DSMFX (Destinations Small-Mid Cap Equity Fund) and FMCDX (Fidelity Advisor Stock Selector Mid Cap Fund Class A) are both Mid Cap Blend Equities funds. Over the past 5 years, DSMFX returned 7.75%/yr vs 8.50%/yr for FMCDX. Their correlation of 0.93 means they have usually moved in the same direction. DSMFX charges 1.10%/yr vs 1.05%/yr for FMCDX.
Performance
DSMFX vs. FMCDX - Performance Comparison
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Returns By Period
In the year-to-date period, DSMFX achieves a 15.86% return, which is significantly lower than FMCDX's 18.46% return.
DSMFX
- 1D
- 1.47%
- 1M
- -3.21%
- 6M
- 9.15%
- YTD
- 15.86%
- 1Y
- 32.51%
- 3Y*
- 15.49%
- 5Y*
- 7.75%
- 10Y*
- —
- ALL TIME*
- 11.95%
FMCDX
- 1D
- 1.24%
- 1M
- -2.13%
- 6M
- 13.40%
- YTD
- 18.46%
- 1Y
- 27.22%
- 3Y*
- 13.37%
- 5Y*
- 8.50%
- 10Y*
- 11.57%
- ALL TIME*
- 10.51%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
DSMFX vs. FMCDX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DSMFX Destinations Small-Mid Cap Equity Fund | 15.86% | 13.94% | 14.72% | 11.61% | -19.89% | 26.65% | 23.63% | 30.82% | -7.68% | 12.35% |
FMCDX Fidelity Advisor Stock Selector Mid Cap Fund Class A | 18.46% | 10.17% | 8.89% | 16.86% | -14.11% | 22.92% | 12.77% | 29.26% | -7.82% | 11.62% |
Correlation
The correlation between DSMFX and FMCDX is 0.86, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.86 |
Correlation (3Y) Balances recent behavior with more history. | 0.91 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.93 |
Correlation (All Time) Calculated using the full available price history since Mar 20, 2017 | 0.93 |
The correlation between DSMFX and FMCDX has been stable across timeframes, ranging from 0.86 to 0.93 - a consistent structural relationship.
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Return for Risk
DSMFX vs. FMCDX — Risk / Return Rank
DSMFX
FMCDX
DSMFX vs. FMCDX - 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 Stock Selector Mid Cap Fund Class A (FMCDX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| DSMFX | FMCDX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.23 | ||
| Sortino ratioReturn per unit of downside risk | +0.28 | ||
| Omega ratioGain probability vs. loss probability | 1.28 | 1.25 | +0.03 |
| Calmar ratioReturn relative to maximum drawdown | 3.16 | 2.73 | +0.42 |
| Martin ratioReturn relative to average drawdown | 11.18 | 10.06 | +1.13 |
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Drawdowns
DSMFX vs. FMCDX - Drawdown Comparison
The maximum DSMFX drawdown since its inception was -42.52%, smaller than the maximum FMCDX drawdown of -65.00%. Use the drawdown chart below to compare losses from any high point for DSMFX and FMCDX.
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Drawdown Indicators
| DSMFX | FMCDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.52% | -65.00% | +22.48% |
Max Drawdown (1Y)Largest decline over 1 year | -9.75% | -8.70% | -1.05% |
Max Drawdown (3Y)Largest decline over 3 years | -27.39% | -25.19% | -2.20% |
Max Drawdown (5Y)Largest decline over 5 years | -30.72% | -25.19% | -5.53% |
Max Drawdown (10Y)Largest decline over 10 years | — | -43.40% | — |
Current DrawdownCurrent decline from peak | -5.80% | -3.63% | -2.17% |
Average DrawdownAverage peak-to-trough decline | -8.66% | -10.59% | +1.93% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.72% | 2.39% | +0.33% |
Volatility
DSMFX vs. FMCDX - Volatility Comparison
Destinations Small-Mid Cap Equity Fund (DSMFX) and Fidelity Advisor Stock Selector Mid Cap Fund Class A (FMCDX) have volatilities of 4.23% and 4.09%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DSMFX | FMCDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.23% | 4.09% | +0.14% |
Volatility (6M)Calculated over the trailing 6-month period | 14.28% | 12.84% | +1.44% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.58% | 16.71% | +1.87% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.03% | 20.00% | +1.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.82% | 20.97% | +0.85% |
DSMFX vs. FMCDX - Expense Ratio Comparison
DSMFX has a 1.10% expense ratio, which is higher than FMCDX's 1.05% expense ratio.
Dividends
DSMFX vs. FMCDX - Dividend Comparison
DSMFX's dividend yield for the trailing twelve months is around 6.16%, less than FMCDX's 7.24% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DSMFX Destinations Small-Mid Cap Equity Fund | 6.16% | 7.13% | 7.71% | 0.26% | 3.57% | 27.39% | 2.06% | 4.05% | 5.96% | 0.92% | 0.00% | 0.00% |
FMCDX Fidelity Advisor Stock Selector Mid Cap Fund Class A | 7.24% | 8.58% | 0.00% | 0.61% | 10.14% | 13.43% | 2.25% | 4.16% | 21.85% | 4.30% | 1.03% | 9.17% |
Frequently Asked Questions
DSMFX and FMCDX have a correlation of 0.86, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
DSMFX has higher volatility (4.23%) compared to FMCDX (4.09%). In terms of maximum drawdown, DSMFX dropped -42.52% vs FMCDX's -65.00%.
DSMFX currently has the higher Sharpe Ratio (1.66 vs 1.42), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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