FIUSX vs. FMPOX
Compare and contrast key facts about Delaware Opportunity Fund (FIUSX) and Fidelity Advisor Mid Cap Value Fund Class I (FMPOX).
FIUSX is managed by Delaware Funds. It was launched on Aug 24, 1992. FMPOX is managed by Fidelity. It was launched on Feb 13, 2007.
Performance
FIUSX vs. FMPOX - Performance Comparison
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FIUSX vs. FMPOX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FIUSX Delaware Opportunity Fund | 5.51% | 12.60% | 14.07% | 11.68% | -9.62% | 30.95% | 0.88% | 29.58% | -15.71% | 18.67% |
FMPOX Fidelity Advisor Mid Cap Value Fund Class I | 0.59% | 13.02% | 14.48% | 22.51% | -10.62% | 33.96% | 0.95% | 23.61% | -18.93% | 17.03% |
Returns By Period
In the year-to-date period, FIUSX achieves a 5.51% return, which is significantly higher than FMPOX's 0.59% return. Both investments have delivered pretty close results over the past 10 years, with FIUSX having a 9.80% annualized return and FMPOX not far behind at 9.64%.
FIUSX
- 1D
- -0.89%
- 1M
- -6.21%
- YTD
- 5.51%
- 6M
- 8.16%
- 1Y
- 24.63%
- 3Y*
- 15.29%
- 5Y*
- 9.33%
- 10Y*
- 9.80%
FMPOX
- 1D
- -1.08%
- 1M
- -9.30%
- YTD
- 0.59%
- 6M
- 5.72%
- 1Y
- 19.27%
- 3Y*
- 16.07%
- 5Y*
- 10.21%
- 10Y*
- 9.64%
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FIUSX vs. FMPOX - Expense Ratio Comparison
FIUSX has a 1.15% expense ratio, which is higher than FMPOX's 0.59% expense ratio.
Return for Risk
FIUSX vs. FMPOX — Risk / Return Rank
FIUSX
FMPOX
FIUSX vs. FMPOX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Delaware Opportunity Fund (FIUSX) and Fidelity Advisor Mid Cap Value Fund Class I (FMPOX). 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.
| FIUSX | FMPOX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.38 | 0.92 | +0.46 |
Sortino ratioReturn per unit of downside risk | 1.98 | 1.42 | +0.56 |
Omega ratioGain probability vs. loss probability | 1.29 | 1.19 | +0.09 |
Calmar ratioReturn relative to maximum drawdown | 1.74 | 1.20 | +0.55 |
Martin ratioReturn relative to average drawdown | 8.42 | 4.92 | +3.50 |
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
| FIUSX | FMPOX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.38 | 0.92 | +0.46 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.52 | 0.51 | +0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.48 | 0.46 | +0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.37 | +0.06 |
Correlation
The correlation between FIUSX and FMPOX 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
FIUSX vs. FMPOX - Dividend Comparison
FIUSX's dividend yield for the trailing twelve months is around 10.93%, more than FMPOX's 7.80% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIUSX Delaware Opportunity Fund | 10.93% | 11.53% | 12.68% | 2.85% | 8.96% | 5.62% | 1.60% | 40.65% | 12.11% | 6.00% | 4.23% | 1.14% |
FMPOX Fidelity Advisor Mid Cap Value Fund Class I | 7.80% | 8.26% | 10.51% | 1.17% | 13.25% | 1.31% | 2.00% | 1.86% | 14.92% | 8.99% | 1.37% | 5.23% |
Drawdowns
FIUSX vs. FMPOX - Drawdown Comparison
The maximum FIUSX drawdown since its inception was -56.30%, smaller than the maximum FMPOX drawdown of -61.76%. Use the drawdown chart below to compare losses from any high point for FIUSX and FMPOX.
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Drawdown Indicators
| FIUSX | FMPOX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.30% | -61.76% | +5.46% |
Max Drawdown (1Y)Largest decline over 1 year | -12.92% | -14.75% | +1.83% |
Max Drawdown (5Y)Largest decline over 5 years | -21.69% | -23.74% | +2.05% |
Max Drawdown (10Y)Largest decline over 10 years | -46.38% | -45.11% | -1.27% |
Current DrawdownCurrent decline from peak | -6.66% | -10.29% | +3.63% |
Average DrawdownAverage peak-to-trough decline | -9.50% | -9.13% | -0.37% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.67% | 3.59% | -0.92% |
Volatility
FIUSX vs. FMPOX - Volatility Comparison
The current volatility for Delaware Opportunity Fund (FIUSX) is 5.06%, while Fidelity Advisor Mid Cap Value Fund Class I (FMPOX) has a volatility of 5.62%. This indicates that FIUSX experiences smaller price fluctuations and is considered to be less risky than FMPOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FIUSX | FMPOX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.06% | 5.62% | -0.56% |
Volatility (6M)Calculated over the trailing 6-month period | 10.09% | 11.76% | -1.67% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.52% | 21.47% | -2.95% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.11% | 20.12% | -2.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.52% | 21.05% | -0.53% |