FCMVX vs. VVOIX
Compare and contrast key facts about Fidelity Mid Cap Value K6 Fund (FCMVX) and Invesco Value Opportunities Fund Class Y (VVOIX).
FCMVX is managed by Fidelity. It was launched on May 25, 2017. VVOIX is an actively managed fund by Invesco. It was launched on Mar 23, 2005.
Performance
FCMVX vs. VVOIX - Performance Comparison
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FCMVX vs. VVOIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FCMVX Fidelity Mid Cap Value K6 Fund | 0.72% | 12.62% | 87.16% | 23.07% | -10.26% | 34.12% | 0.52% | 23.65% | -18.69% | 12.67% |
VVOIX Invesco Value Opportunities Fund Class Y | 3.31% | 20.54% | 30.36% | 15.40% | 1.68% | 35.87% | 5.73% | 30.20% | -19.74% | 16.03% |
Returns By Period
In the year-to-date period, FCMVX achieves a 0.72% return, which is significantly lower than VVOIX's 3.31% return.
FCMVX
- 1D
- -1.09%
- 1M
- -9.27%
- YTD
- 0.72%
- 6M
- 6.03%
- 1Y
- 19.16%
- 3Y*
- 36.75%
- 5Y*
- 21.78%
- 10Y*
- —
VVOIX
- 1D
- -1.81%
- 1M
- -8.35%
- YTD
- 3.31%
- 6M
- 9.61%
- 1Y
- 31.08%
- 3Y*
- 24.96%
- 5Y*
- 16.69%
- 10Y*
- 14.60%
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FCMVX vs. VVOIX - Expense Ratio Comparison
FCMVX has a 0.45% expense ratio, which is lower than VVOIX's 0.77% expense ratio.
Return for Risk
FCMVX vs. VVOIX — Risk / Return Rank
FCMVX
VVOIX
FCMVX vs. VVOIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Mid Cap Value K6 Fund (FCMVX) and Invesco Value Opportunities Fund Class Y (VVOIX). 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.
| FCMVX | VVOIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.93 | 1.37 | -0.44 |
Sortino ratioReturn per unit of downside risk | 1.43 | 1.88 | -0.45 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.28 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 1.18 | 1.74 | -0.57 |
Martin ratioReturn relative to average drawdown | 4.81 | 7.46 | -2.65 |
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
| FCMVX | VVOIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.93 | 1.37 | -0.44 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.36 | 0.80 | -0.44 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.61 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.32 | 0.37 | -0.05 |
Correlation
The correlation between FCMVX and VVOIX is 0.91, 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
FCMVX vs. VVOIX - Dividend Comparison
FCMVX's dividend yield for the trailing twelve months is around 4.91%, less than VVOIX's 10.25% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCMVX Fidelity Mid Cap Value K6 Fund | 4.91% | 6.68% | 76.67% | 1.29% | 1.68% | 1.39% | 2.19% | 1.68% | 2.99% | 0.77% | 0.00% | 0.00% |
VVOIX Invesco Value Opportunities Fund Class Y | 10.25% | 10.59% | 7.94% | 2.26% | 10.02% | 9.16% | 0.49% | 1.94% | 15.42% | 5.12% | 1.10% | 16.04% |
Drawdowns
FCMVX vs. VVOIX - Drawdown Comparison
The maximum FCMVX drawdown since its inception was -44.63%, smaller than the maximum VVOIX drawdown of -61.77%. Use the drawdown chart below to compare losses from any high point for FCMVX and VVOIX.
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Drawdown Indicators
| FCMVX | VVOIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -44.63% | -61.77% | +17.14% |
Max Drawdown (1Y)Largest decline over 1 year | -14.60% | -15.06% | +0.46% |
Max Drawdown (5Y)Largest decline over 5 years | -38.56% | -24.01% | -14.55% |
Max Drawdown (10Y)Largest decline over 10 years | — | -51.52% | — |
Current DrawdownCurrent decline from peak | -15.93% | -9.17% | -6.76% |
Average DrawdownAverage peak-to-trough decline | -9.43% | -11.99% | +2.56% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.57% | 3.54% | +0.03% |
Volatility
FCMVX vs. VVOIX - Volatility Comparison
The current volatility for Fidelity Mid Cap Value K6 Fund (FCMVX) is 5.59%, while Invesco Value Opportunities Fund Class Y (VVOIX) has a volatility of 6.64%. This indicates that FCMVX experiences smaller price fluctuations and is considered to be less risky than VVOIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FCMVX | VVOIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.59% | 6.64% | -1.05% |
Volatility (6M)Calculated over the trailing 6-month period | 11.74% | 14.10% | -2.36% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.40% | 22.83% | -1.43% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 60.55% | 21.03% | +39.52% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 48.20% | 24.17% | +24.03% |