Correlation
The correlation between FIIMX and FMCSX 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.
FIIMX vs. FMCSX
Compare and contrast key facts about Fidelity Advisor Mid Cap II Fund Class I (FIIMX) and Fidelity Mid-Cap Stock Fund (FMCSX).
FIIMX 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: FIIMX or FMCSX.
Performance
FIIMX vs. FMCSX - Performance Comparison
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Key characteristics
FIIMX:
0.17
FMCSX:
0.41
FIIMX:
0.30
FMCSX:
0.58
FIIMX:
1.04
FMCSX:
1.08
FIIMX:
0.09
FMCSX:
0.28
FIIMX:
0.29
FMCSX:
0.92
FIIMX:
8.10%
FMCSX:
6.87%
FIIMX:
23.01%
FMCSX:
20.71%
FIIMX:
-52.89%
FMCSX:
-62.17%
FIIMX:
-10.11%
FMCSX:
-8.01%
Returns By Period
In the year-to-date period, FIIMX achieves a -2.51% return, which is significantly lower than FMCSX's -1.06% return. Over the past 10 years, FIIMX has underperformed FMCSX with an annualized return of 8.13%, while FMCSX has yielded a comparatively higher 9.55% annualized return.
FIIMX
-2.51%
6.68%
-9.62%
3.95%
8.32%
14.20%
8.13%
FMCSX
-1.06%
5.56%
-7.34%
8.43%
6.72%
14.58%
9.55%
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FIIMX vs. FMCSX - Expense Ratio Comparison
FIIMX has a 0.73% expense ratio, which is lower than FMCSX's 0.85% expense ratio.
Risk-Adjusted Performance
FIIMX vs. FMCSX — Risk-Adjusted Performance Rank
FIIMX
FMCSX
FIIMX vs. FMCSX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Mid Cap II Fund Class I (FIIMX) 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.
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Dividends
FIIMX vs. FMCSX - Dividend Comparison
FIIMX's dividend yield for the trailing twelve months is around 9.18%, more than FMCSX's 9.03% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIIMX Fidelity Advisor Mid Cap II Fund Class I | 9.18% | 6.79% | 2.71% | 5.70% | 18.40% | 1.29% | 3.30% | 10.56% | 7.67% | 4.84% | 4.76% | 15.88% |
FMCSX Fidelity Mid-Cap Stock Fund | 9.03% | 8.94% | 2.60% | 5.44% | 12.80% | 6.72% | 6.63% | 18.59% | 7.23% | 8.25% | 14.38% | 10.03% |
Drawdowns
FIIMX vs. FMCSX - Drawdown Comparison
The maximum FIIMX drawdown since its inception was -52.89%, smaller than the maximum FMCSX drawdown of -62.17%. Use the drawdown chart below to compare losses from any high point for FIIMX and FMCSX.
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Volatility
FIIMX vs. FMCSX - Volatility Comparison
Fidelity Advisor Mid Cap II Fund Class I (FIIMX) has a higher volatility of 5.67% compared to Fidelity Mid-Cap Stock Fund (FMCSX) at 5.15%. This indicates that FIIMX'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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