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FIICX vs. DSMFX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

FIICX vs. DSMFX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Advisor Mid Cap II Fund Class C (FIICX) and Destinations Small-Mid Cap Equity Fund (DSMFX). The values are adjusted to include any dividend payments, if applicable.

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FIICX vs. DSMFX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
FIICX
Fidelity Advisor Mid Cap II Fund Class C
4.72%5.27%23.14%13.72%-15.74%23.94%17.35%22.40%-15.85%13.44%
DSMFX
Destinations Small-Mid Cap Equity Fund
3.77%13.94%14.72%11.61%-19.89%26.65%23.63%30.82%-7.68%12.35%

Returns By Period

In the year-to-date period, FIICX achieves a 4.72% return, which is significantly higher than DSMFX's 3.77% return.


FIICX

1D
3.57%
1M
-6.64%
YTD
4.72%
6M
8.75%
1Y
24.37%
3Y*
14.45%
5Y*
7.53%
10Y*
9.94%

DSMFX

1D
3.48%
1M
-6.60%
YTD
3.77%
6M
6.88%
1Y
30.89%
3Y*
14.62%
5Y*
5.88%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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FIICX vs. DSMFX - Expense Ratio Comparison

FIICX has a 1.83% expense ratio, which is higher than DSMFX's 1.10% expense ratio.


Return for Risk

FIICX vs. DSMFX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FIICX
FIICX Risk / Return Rank: 5555
Overall Rank
FIICX Sharpe Ratio Rank: 5252
Sharpe Ratio Rank
FIICX Sortino Ratio Rank: 5252
Sortino Ratio Rank
FIICX Omega Ratio Rank: 5050
Omega Ratio Rank
FIICX Calmar Ratio Rank: 5959
Calmar Ratio Rank
FIICX Martin Ratio Rank: 6464
Martin Ratio Rank

DSMFX
DSMFX Risk / Return Rank: 6969
Overall Rank
DSMFX Sharpe Ratio Rank: 7070
Sharpe Ratio Rank
DSMFX Sortino Ratio Rank: 7373
Sortino Ratio Rank
DSMFX Omega Ratio Rank: 6868
Omega Ratio Rank
DSMFX Calmar Ratio Rank: 6363
Calmar Ratio Rank
DSMFX Martin Ratio Rank: 6969
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

FIICX vs. DSMFX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Mid Cap II Fund Class C (FIICX) and Destinations Small-Mid Cap Equity Fund (DSMFX). 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.


FIICXDSMFXDifference

Sharpe ratio

Return per unit of total volatility

1.12

1.35

-0.23

Sortino ratio

Return per unit of downside risk

1.62

1.98

-0.36

Omega ratio

Gain probability vs. loss probability

1.23

1.28

-0.05

Calmar ratio

Return relative to maximum drawdown

1.68

1.68

0.00

Martin ratio

Return relative to average drawdown

7.37

7.48

-0.11

FIICX vs. DSMFX - Sharpe Ratio Comparison

The current FIICX Sharpe Ratio is 1.12, which is comparable to the DSMFX Sharpe Ratio of 1.35. The chart below compares the historical Sharpe Ratios of FIICX and DSMFX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


FIICXDSMFXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.12

1.35

-0.23

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.36

0.28

+0.08

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.47

Sharpe Ratio (All Time)

Calculated using the full available price history

0.45

0.51

-0.05

Correlation

The correlation between FIICX and DSMFX is 0.95, 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

FIICX vs. DSMFX - Dividend Comparison

FIICX's dividend yield for the trailing twelve months is around 8.83%, more than DSMFX's 6.88% yield.


TTM20252024202320222021202020192018201720162015
FIICX
Fidelity Advisor Mid Cap II Fund Class C
8.83%8.11%14.08%2.98%6.81%21.73%1.13%3.23%11.72%8.22%4.95%5.19%
DSMFX
Destinations Small-Mid Cap Equity Fund
6.88%7.13%7.71%0.26%3.57%27.39%2.06%4.05%5.96%0.92%0.00%0.00%

Drawdowns

FIICX vs. DSMFX - Drawdown Comparison

The maximum FIICX drawdown since its inception was -53.75%, which is greater than DSMFX's maximum drawdown of -42.52%. Use the drawdown chart below to compare losses from any high point for FIICX and DSMFX.


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Drawdown Indicators


FIICXDSMFXDifference

Max Drawdown

Largest peak-to-trough decline

-53.75%

-42.52%

-11.23%

Max Drawdown (1Y)

Largest decline over 1 year

-14.90%

-13.93%

-0.97%

Max Drawdown (5Y)

Largest decline over 5 years

-27.79%

-30.72%

+2.93%

Max Drawdown (10Y)

Largest decline over 10 years

-43.31%

Current Drawdown

Current decline from peak

-6.64%

-6.60%

-0.04%

Average Drawdown

Average peak-to-trough decline

-8.68%

-8.91%

+0.23%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.40%

3.67%

-0.27%

Volatility

FIICX vs. DSMFX - Volatility Comparison

Fidelity Advisor Mid Cap II Fund Class C (FIICX) has a higher volatility of 8.54% compared to Destinations Small-Mid Cap Equity Fund (DSMFX) at 7.47%. This indicates that FIICX's price experiences larger fluctuations and is considered to be riskier than DSMFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


FIICXDSMFXDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.54%

7.47%

+1.07%

Volatility (6M)

Calculated over the trailing 6-month period

13.91%

13.70%

+0.21%

Volatility (1Y)

Calculated over the trailing 1-year period

22.34%

24.05%

-1.71%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

20.93%

20.95%

-0.02%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

21.26%

21.92%

-0.66%