FITIX vs. LLSCX
Compare and contrast key facts about Fidelity Advisor Mid Cap II Fund Class M (FITIX) and Longleaf Partners Small-Cap Fund (LLSCX).
FITIX is managed by Fidelity. It was launched on Aug 12, 2004. LLSCX is managed by Longleaf Partners. It was launched on Feb 21, 1989.
Performance
FITIX vs. LLSCX - Performance Comparison
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FITIX vs. LLSCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FITIX Fidelity Advisor Mid Cap II Fund Class M | 1.16% | 11.29% | 22.41% | 14.40% | -15.22% | 24.61% | 18.05% | 23.04% | -15.37% | 19.97% |
LLSCX Longleaf Partners Small-Cap Fund | -3.68% | 7.56% | 9.69% | 20.17% | -19.25% | 11.18% | 4.17% | 27.74% | -6.52% | 9.07% |
Returns By Period
In the year-to-date period, FITIX achieves a 1.16% return, which is significantly higher than LLSCX's -3.68% return. Over the past 10 years, FITIX has outperformed LLSCX with an annualized return of 11.01%, while LLSCX has yielded a comparatively lower 6.69% annualized return.
FITIX
- 1D
- -1.46%
- 1M
- -8.88%
- YTD
- 1.16%
- 6M
- 5.29%
- 1Y
- 21.13%
- 3Y*
- 15.20%
- 5Y*
- 8.50%
- 10Y*
- 11.01%
LLSCX
- 1D
- 0.61%
- 1M
- -3.81%
- YTD
- -3.68%
- 6M
- -2.59%
- 1Y
- 2.07%
- 3Y*
- 9.42%
- 5Y*
- 1.87%
- 10Y*
- 6.69%
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FITIX vs. LLSCX - Expense Ratio Comparison
FITIX has a 1.25% expense ratio, which is higher than LLSCX's 0.95% expense ratio.
Return for Risk
FITIX vs. LLSCX — Risk / Return Rank
FITIX
LLSCX
FITIX vs. LLSCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Mid Cap II Fund Class M (FITIX) and Longleaf Partners Small-Cap Fund (LLSCX). 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.
| FITIX | LLSCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.97 | 0.15 | +0.82 |
Sortino ratioReturn per unit of downside risk | 1.42 | 0.32 | +1.10 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.04 | +0.17 |
Calmar ratioReturn relative to maximum drawdown | 1.27 | 0.10 | +1.16 |
Martin ratioReturn relative to average drawdown | 5.59 | 0.30 | +5.30 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FITIX | LLSCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.97 | 0.15 | +0.82 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.42 | 0.11 | +0.31 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.53 | 0.27 | +0.25 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.50 | 0.51 | -0.02 |
Correlation
The correlation between FITIX and LLSCX is 0.81, 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
FITIX vs. LLSCX - Dividend Comparison
FITIX's dividend yield for the trailing twelve months is around 7.35%, more than LLSCX's 1.22% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FITIX Fidelity Advisor Mid Cap II Fund Class M | 7.35% | 10.82% | 11.68% | 2.52% | 5.82% | 19.35% | 1.01% | 3.07% | 10.58% | 7.57% | 9.20% | 4.84% |
LLSCX Longleaf Partners Small-Cap Fund | 1.22% | 1.17% | 0.11% | 0.94% | 1.20% | 0.82% | 5.85% | 14.89% | 18.13% | 8.43% | 18.01% | 5.91% |
Drawdowns
FITIX vs. LLSCX - Drawdown Comparison
The maximum FITIX drawdown since its inception was -53.22%, smaller than the maximum LLSCX drawdown of -63.97%. Use the drawdown chart below to compare losses from any high point for FITIX and LLSCX.
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Drawdown Indicators
| FITIX | LLSCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.22% | -63.97% | +10.75% |
Max Drawdown (1Y)Largest decline over 1 year | -14.86% | -10.47% | -4.39% |
Max Drawdown (5Y)Largest decline over 5 years | -25.10% | -28.37% | +3.27% |
Max Drawdown (10Y)Largest decline over 10 years | -42.59% | -42.23% | -0.36% |
Current DrawdownCurrent decline from peak | -9.87% | -7.92% | -1.95% |
Average DrawdownAverage peak-to-trough decline | -8.11% | -8.90% | +0.79% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.37% | 3.68% | -0.31% |
Volatility
FITIX vs. LLSCX - Volatility Comparison
Fidelity Advisor Mid Cap II Fund Class M (FITIX) has a higher volatility of 7.69% compared to Longleaf Partners Small-Cap Fund (LLSCX) at 3.90%. This indicates that FITIX's price experiences larger fluctuations and is considered to be riskier than LLSCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FITIX | LLSCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.69% | 3.90% | +3.79% |
Volatility (6M)Calculated over the trailing 6-month period | 13.44% | 9.23% | +4.21% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.10% | 15.42% | +6.68% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.45% | 17.00% | +3.45% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.05% | 24.58% | -3.53% |