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FIICX vs. FMCSX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

FIICX vs. FMCSX - 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 Fidelity Mid-Cap Stock Fund (FMCSX). The values are adjusted to include any dividend payments, if applicable.

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FIICX vs. FMCSX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
FIICX
Fidelity Advisor Mid Cap II Fund Class C
1.10%5.27%23.14%13.72%-15.74%23.94%17.35%22.40%-15.85%19.33%
FMCSX
Fidelity Mid-Cap Stock Fund
1.46%11.80%14.55%11.02%-6.40%28.64%11.43%25.39%-6.67%18.03%

Returns By Period

In the year-to-date period, FIICX achieves a 1.10% return, which is significantly lower than FMCSX's 1.46% return. Over the past 10 years, FIICX has underperformed FMCSX with an annualized return of 9.56%, while FMCSX has yielded a comparatively higher 11.64% annualized return.


FIICX

1D
-1.43%
1M
-8.90%
YTD
1.10%
6M
5.11%
1Y
20.60%
3Y*
13.12%
5Y*
7.07%
10Y*
9.56%

FMCSX

1D
-1.38%
1M
-7.66%
YTD
1.46%
6M
4.65%
1Y
20.42%
3Y*
12.52%
5Y*
8.62%
10Y*
11.64%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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FIICX vs. FMCSX - Expense Ratio Comparison

FIICX has a 1.83% expense ratio, which is higher than FMCSX's 0.85% expense ratio.


Return for Risk

FIICX vs. FMCSX — Risk / Return Rank

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

FIICX
FIICX Risk / Return Rank: 4949
Overall Rank
FIICX Sharpe Ratio Rank: 4646
Sharpe Ratio Rank
FIICX Sortino Ratio Rank: 4747
Sortino Ratio Rank
FIICX Omega Ratio Rank: 4646
Omega Ratio Rank
FIICX Calmar Ratio Rank: 4949
Calmar Ratio Rank
FIICX Martin Ratio Rank: 5555
Martin Ratio Rank

FMCSX
FMCSX Risk / Return Rank: 6161
Overall Rank
FMCSX Sharpe Ratio Rank: 5959
Sharpe Ratio Rank
FMCSX Sortino Ratio Rank: 6262
Sortino Ratio Rank
FMCSX Omega Ratio Rank: 5757
Omega Ratio Rank
FMCSX Calmar Ratio Rank: 6161
Calmar Ratio Rank
FMCSX Martin Ratio Rank: 6767
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. FMCSX - 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 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.


FIICXFMCSXDifference

Sharpe ratio

Return per unit of total volatility

0.94

1.05

-0.10

Sortino ratio

Return per unit of downside risk

1.40

1.55

-0.15

Omega ratio

Gain probability vs. loss probability

1.20

1.22

-0.02

Calmar ratio

Return relative to maximum drawdown

1.23

1.40

-0.18

Martin ratio

Return relative to average drawdown

5.41

6.36

-0.95

FIICX vs. FMCSX - Sharpe Ratio Comparison

The current FIICX Sharpe Ratio is 0.94, which is comparable to the FMCSX Sharpe Ratio of 1.05. The chart below compares the historical Sharpe Ratios of FIICX and FMCSX, 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


FIICXFMCSXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.94

1.05

-0.10

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.34

0.49

-0.15

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.45

0.63

-0.18

Sharpe Ratio (All Time)

Calculated using the full available price history

0.44

0.56

-0.12

Correlation

The correlation between FIICX and FMCSX 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. FMCSX - Dividend Comparison

FIICX's dividend yield for the trailing twelve months is around 9.14%, more than FMCSX's 1.81% yield.


TTM20252024202320222021202020192018201720162015
FIICX
Fidelity Advisor Mid Cap II Fund Class C
9.14%8.11%14.08%2.98%6.81%21.73%1.13%3.23%11.72%8.22%4.95%5.19%
FMCSX
Fidelity Mid-Cap Stock Fund
1.81%1.83%8.94%2.60%5.44%12.80%6.72%6.63%18.48%6.66%8.25%14.18%

Drawdowns

FIICX vs. FMCSX - Drawdown Comparison

The maximum FIICX drawdown since its inception was -53.75%, smaller than the maximum FMCSX drawdown of -62.19%. Use the drawdown chart below to compare losses from any high point for FIICX and FMCSX.


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Drawdown Indicators


FIICXFMCSXDifference

Max Drawdown

Largest peak-to-trough decline

-53.75%

-62.19%

+8.44%

Max Drawdown (1Y)

Largest decline over 1 year

-14.90%

-13.27%

-1.63%

Max Drawdown (5Y)

Largest decline over 5 years

-27.79%

-22.33%

-5.46%

Max Drawdown (10Y)

Largest decline over 10 years

-43.31%

-40.55%

-2.76%

Current Drawdown

Current decline from peak

-9.86%

-8.55%

-1.31%

Average Drawdown

Average peak-to-trough decline

-8.68%

-9.40%

+0.72%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.38%

2.93%

+0.45%

Volatility

FIICX vs. FMCSX - Volatility Comparison

Fidelity Advisor Mid Cap II Fund Class C (FIICX) has a higher volatility of 7.69% compared to Fidelity Mid-Cap Stock Fund (FMCSX) at 6.50%. This indicates that FIICX'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.


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Volatility by Period


FIICXFMCSXDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.69%

6.50%

+1.19%

Volatility (6M)

Calculated over the trailing 6-month period

13.47%

11.90%

+1.57%

Volatility (1Y)

Calculated over the trailing 1-year period

22.11%

19.89%

+2.22%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

20.87%

17.59%

+3.28%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

21.23%

18.50%

+2.73%