FIIAX vs. FMPAX
Compare and contrast key facts about Fidelity Advisor Mid Cap II Fund Class A (FIIAX) and Fidelity Advisor Mid Cap Value Fund Class A (FMPAX).
FIIAX is managed by Fidelity. It was launched on Aug 12, 2004. FMPAX is managed by Fidelity. It was launched on Feb 13, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FIIAX or FMPAX.
Correlation
The correlation between FIIAX and FMPAX is 0.88, 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. FMPAX - Performance Comparison
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Key characteristics
FIIAX:
-0.13
FMPAX:
-0.33
FIIAX:
-0.07
FMPAX:
-0.32
FIIAX:
0.99
FMPAX:
0.96
FIIAX:
-0.11
FMPAX:
-0.23
FIIAX:
-0.34
FMPAX:
-0.60
FIIAX:
11.37%
FMPAX:
12.88%
FIIAX:
23.65%
FMPAX:
23.03%
FIIAX:
-53.03%
FMPAX:
-63.00%
FIIAX:
-20.13%
FMPAX:
-19.36%
Returns By Period
In the year-to-date period, FIIAX achieves a -4.92% return, which is significantly lower than FMPAX's -4.24% return. Over the past 10 years, FIIAX has underperformed FMPAX with an annualized return of 1.15%, while FMPAX has yielded a comparatively higher 2.35% annualized return.
FIIAX
-4.92%
15.18%
-13.65%
-3.06%
8.50%
1.15%
FMPAX
-4.24%
13.60%
-16.79%
-7.50%
12.76%
2.35%
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FIIAX vs. FMPAX - Expense Ratio Comparison
FIIAX has a 1.00% expense ratio, which is higher than FMPAX's 0.86% expense ratio.
Risk-Adjusted Performance
FIIAX vs. FMPAX — Risk-Adjusted Performance Rank
FIIAX
FMPAX
FIIAX vs. FMPAX - 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 Advisor Mid Cap Value Fund Class A (FMPAX). 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.
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Dividends
FIIAX vs. FMPAX - Dividend Comparison
FIIAX's dividend yield for the trailing twelve months is around 0.22%, less than FMPAX's 14.05% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIIAX Fidelity Advisor Mid Cap II Fund Class A | 0.22% | 0.21% | 0.17% | 0.08% | 0.03% | 0.14% | 0.40% | 0.26% | 0.25% | 0.23% | 0.00% | 16.25% |
FMPAX Fidelity Advisor Mid Cap Value Fund Class A | 14.05% | 10.38% | 0.96% | 13.09% | 1.08% | 1.78% | 1.61% | 14.62% | 8.77% | 1.11% | 2.08% | 7.13% |
Drawdowns
FIIAX vs. FMPAX - Drawdown Comparison
The maximum FIIAX drawdown since its inception was -53.03%, smaller than the maximum FMPAX drawdown of -63.00%. Use the drawdown chart below to compare losses from any high point for FIIAX and FMPAX. For additional features, visit the drawdowns tool.
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Volatility
FIIAX vs. FMPAX - Volatility Comparison
Fidelity Advisor Mid Cap II Fund Class A (FIIAX) and Fidelity Advisor Mid Cap Value Fund Class A (FMPAX) have volatilities of 6.09% and 6.35%, 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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