FIDFX vs. CISMX
Compare and contrast key facts about Fidelity Advisor Mid Cap Value Fund Class Z (FIDFX) and Clarkston Partners Fund (CISMX).
FIDFX is managed by Fidelity. It was launched on Feb 1, 2017. CISMX is managed by Clarkston Funds. It was launched on Sep 15, 2015.
Performance
FIDFX vs. CISMX - Performance Comparison
Loading graphics...
FIDFX vs. CISMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FIDFX Fidelity Advisor Mid Cap Value Fund Class Z | 0.59% | 13.16% | 14.66% | 22.69% | -10.52% | 34.11% | 1.15% | 23.72% | -18.82% | 13.56% |
CISMX Clarkston Partners Fund | -4.68% | -8.37% | 4.49% | 6.41% | -0.40% | 7.94% | 17.42% | 23.98% | -7.25% | 11.09% |
Returns By Period
In the year-to-date period, FIDFX achieves a 0.59% return, which is significantly higher than CISMX's -4.68% return.
FIDFX
- 1D
- -1.11%
- 1M
- -9.32%
- YTD
- 0.59%
- 6M
- 5.78%
- 1Y
- 19.42%
- 3Y*
- 16.22%
- 5Y*
- 10.36%
- 10Y*
- —
CISMX
- 1D
- 0.92%
- 1M
- -8.24%
- YTD
- -4.68%
- 6M
- -5.79%
- 1Y
- -7.11%
- 3Y*
- -0.97%
- 5Y*
- -1.61%
- 10Y*
- 5.84%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FIDFX vs. CISMX - Expense Ratio Comparison
FIDFX has a 0.45% expense ratio, which is lower than CISMX's 1.00% expense ratio.
Return for Risk
FIDFX vs. CISMX — Risk / Return Rank
FIDFX
CISMX
FIDFX vs. CISMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Mid Cap Value Fund Class Z (FIDFX) and Clarkston Partners Fund (CISMX). 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.
| FIDFX | CISMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.93 | -0.35 | +1.28 |
Sortino ratioReturn per unit of downside risk | 1.43 | -0.40 | +1.83 |
Omega ratioGain probability vs. loss probability | 1.20 | 0.95 | +0.24 |
Calmar ratioReturn relative to maximum drawdown | 1.21 | -0.71 | +1.92 |
Martin ratioReturn relative to average drawdown | 4.95 | -1.71 | +6.66 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| FIDFX | CISMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.93 | -0.35 | +1.28 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.52 | -0.09 | +0.61 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.32 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.34 | +0.08 |
Correlation
The correlation between FIDFX and CISMX is 0.87, 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
FIDFX vs. CISMX - Dividend Comparison
FIDFX's dividend yield for the trailing twelve months is around 7.86%, more than CISMX's 4.88% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIDFX Fidelity Advisor Mid Cap Value Fund Class Z | 7.86% | 8.32% | 10.60% | 1.30% | 13.40% | 1.43% | 2.11% | 2.03% | 15.16% | 9.15% | 0.00% | 0.00% |
CISMX Clarkston Partners Fund | 4.88% | 4.65% | 1.05% | 3.76% | 16.95% | 0.81% | 3.73% | 3.79% | 7.15% | 1.30% | 1.17% | 0.09% |
Drawdowns
FIDFX vs. CISMX - Drawdown Comparison
The maximum FIDFX drawdown since its inception was -44.98%, which is greater than CISMX's maximum drawdown of -33.80%. Use the drawdown chart below to compare losses from any high point for FIDFX and CISMX.
Loading graphics...
Drawdown Indicators
| FIDFX | CISMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -44.98% | -33.80% | -11.18% |
Max Drawdown (1Y)Largest decline over 1 year | -14.75% | -11.26% | -3.49% |
Max Drawdown (5Y)Largest decline over 5 years | -23.70% | -21.19% | -2.51% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.80% | — |
Current DrawdownCurrent decline from peak | -10.31% | -18.41% | +8.10% |
Average DrawdownAverage peak-to-trough decline | -6.99% | -6.55% | -0.44% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.59% | 4.67% | -1.08% |
Volatility
FIDFX vs. CISMX - Volatility Comparison
Fidelity Advisor Mid Cap Value Fund Class Z (FIDFX) has a higher volatility of 5.64% compared to Clarkston Partners Fund (CISMX) at 4.82%. This indicates that FIDFX's price experiences larger fluctuations and is considered to be riskier than CISMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| FIDFX | CISMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.64% | 4.82% | +0.82% |
Volatility (6M)Calculated over the trailing 6-month period | 11.79% | 12.44% | -0.65% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.47% | 19.82% | +1.65% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.12% | 17.36% | +2.76% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.70% | 18.21% | +3.49% |