FIIAX vs. FMCSX
Compare and contrast key facts about Fidelity Advisor Mid Cap II Fund Class A (FIIAX) and Fidelity Mid-Cap Stock Fund (FMCSX).
FIIAX is managed by Fidelity. It was launched on Aug 12, 2004. FMCSX is managed by Fidelity. It was launched on Mar 29, 1994.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FIIAX or FMCSX.
Correlation
The correlation between FIIAX and FMCSX 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.
Performance
FIIAX vs. FMCSX - Performance Comparison
Loading data...
Key characteristics
FIIAX:
-0.34
FMCSX:
-0.20
FIIAX:
-0.27
FMCSX:
-0.09
FIIAX:
0.96
FMCSX:
0.99
FIIAX:
-0.21
FMCSX:
-0.15
FIIAX:
-0.63
FMCSX:
-0.42
FIIAX:
11.28%
FMCSX:
8.64%
FIIAX:
23.45%
FMCSX:
21.38%
FIIAX:
-53.03%
FMCSX:
-62.17%
FIIAX:
-23.47%
FMCSX:
-12.79%
Returns By Period
In the year-to-date period, FIIAX achieves a -8.90% return, which is significantly lower than FMCSX's -3.26% return. Over the past 10 years, FIIAX has underperformed FMCSX with an annualized return of 0.82%, while FMCSX has yielded a comparatively higher 1.81% annualized return.
FIIAX
-8.90%
11.88%
-17.32%
-7.64%
6.56%
0.82%
FMCSX
-3.26%
10.48%
-10.09%
-4.18%
8.29%
1.81%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FIIAX vs. FMCSX - Expense Ratio Comparison
FIIAX has a 1.00% expense ratio, which is higher than FMCSX's 0.85% expense ratio.
Risk-Adjusted Performance
FIIAX vs. FMCSX — Risk-Adjusted Performance Rank
FIIAX
FMCSX
FIIAX vs. FMCSX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Mid Cap II Fund Class A (FIIAX) and Fidelity Mid-Cap Stock Fund (FMCSX). 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.
Loading data...
Dividends
FIIAX vs. FMCSX - Dividend Comparison
FIIAX's dividend yield for the trailing twelve months is around 9.67%, more than FMCSX's 0.76% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIIAX Fidelity Advisor Mid Cap II Fund Class A | 9.67% | 6.89% | 2.59% | 5.68% | 18.94% | 1.12% | 3.21% | 10.53% | 7.60% | 4.71% | 0.00% | 16.25% |
FMCSX Fidelity Mid-Cap Stock Fund | 0.76% | 0.74% | 0.92% | 0.73% | 1.15% | 1.14% | 0.98% | 0.94% | 0.57% | 0.77% | 9.86% | 10.28% |
Drawdowns
FIIAX vs. FMCSX - Drawdown Comparison
The maximum FIIAX drawdown since its inception was -53.03%, smaller than the maximum FMCSX drawdown of -62.17%. Use the drawdown chart below to compare losses from any high point for FIIAX and FMCSX. For additional features, visit the drawdowns tool.
Loading data...
Volatility
FIIAX vs. FMCSX - Volatility Comparison
Fidelity Advisor Mid Cap II Fund Class A (FIIAX) has a higher volatility of 7.41% compared to Fidelity Mid-Cap Stock Fund (FMCSX) at 6.62%. This indicates that FIIAX's price experiences larger fluctuations and is considered to be riskier than FMCSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading data...