FMCDX vs. FSOAX
Compare and contrast key facts about Fidelity Advisor Stock Selector Mid Cap Fund Class A (FMCDX) and Fidelity Advisor Value Strategies Fund Class A (FSOAX).
FMCDX is managed by Fidelity. It was launched on Sep 3, 1996. FSOAX is managed by Fidelity. It was launched on Sep 3, 1996.
Performance
FMCDX vs. FSOAX - Performance Comparison
Loading graphics...
FMCDX vs. FSOAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FMCDX Fidelity Advisor Stock Selector Mid Cap Fund Class A | 0.99% | 10.17% | 8.89% | 16.86% | -14.11% | 22.92% | 12.77% | 29.26% | -7.82% | 19.57% |
FSOAX Fidelity Advisor Value Strategies Fund Class A | 3.38% | -2.17% | -3.64% | 20.24% | -7.61% | 32.95% | 7.95% | 34.16% | -17.02% | 17.21% |
Returns By Period
In the year-to-date period, FMCDX achieves a 0.99% return, which is significantly lower than FSOAX's 3.38% return. Over the past 10 years, FMCDX has outperformed FSOAX with an annualized return of 10.22%, while FSOAX has yielded a comparatively lower 8.30% annualized return.
FMCDX
- 1D
- -0.85%
- 1M
- -7.86%
- YTD
- 0.99%
- 6M
- 4.19%
- 1Y
- 16.54%
- 3Y*
- 10.44%
- 5Y*
- 5.81%
- 10Y*
- 10.22%
FSOAX
- 1D
- -0.87%
- 1M
- -8.93%
- YTD
- 3.38%
- 6M
- -2.14%
- 1Y
- 9.87%
- 3Y*
- 5.02%
- 5Y*
- 4.27%
- 10Y*
- 8.30%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FMCDX vs. FSOAX - Expense Ratio Comparison
FMCDX has a 1.05% expense ratio, which is lower than FSOAX's 1.13% expense ratio.
Return for Risk
FMCDX vs. FSOAX — Risk / Return Rank
FMCDX
FSOAX
FMCDX vs. FSOAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Stock Selector Mid Cap Fund Class A (FMCDX) and Fidelity Advisor Value Strategies Fund Class A (FSOAX). 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.
| FMCDX | FSOAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.80 | 0.41 | +0.39 |
Sortino ratioReturn per unit of downside risk | 1.25 | 0.71 | +0.54 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.10 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.02 | 0.50 | +0.52 |
Martin ratioReturn relative to average drawdown | 4.54 | 1.81 | +2.72 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| FMCDX | FSOAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.80 | 0.41 | +0.39 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.29 | 0.20 | +0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.49 | 0.37 | +0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.38 | +0.10 |
Correlation
The correlation between FMCDX and FSOAX is 0.89, 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
FMCDX vs. FSOAX - Dividend Comparison
FMCDX's dividend yield for the trailing twelve months is around 8.50%, while FSOAX has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FMCDX Fidelity Advisor Stock Selector Mid Cap Fund Class A | 8.50% | 8.58% | 0.00% | 0.61% | 10.14% | 13.43% | 2.25% | 4.16% | 21.85% | 4.30% | 1.03% | 9.17% |
FSOAX Fidelity Advisor Value Strategies Fund Class A | 0.00% | 0.00% | 0.00% | 2.90% | 2.43% | 8.70% | 0.82% | 5.59% | 17.03% | 7.64% | 22.64% | 1.10% |
Drawdowns
FMCDX vs. FSOAX - Drawdown Comparison
The maximum FMCDX drawdown since its inception was -65.00%, smaller than the maximum FSOAX drawdown of -70.02%. Use the drawdown chart below to compare losses from any high point for FMCDX and FSOAX.
Loading graphics...
Drawdown Indicators
| FMCDX | FSOAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -65.00% | -70.02% | +5.02% |
Max Drawdown (1Y)Largest decline over 1 year | -14.31% | -15.26% | +0.95% |
Max Drawdown (5Y)Largest decline over 5 years | -25.19% | -35.33% | +10.14% |
Max Drawdown (10Y)Largest decline over 10 years | -43.40% | -47.99% | +4.59% |
Current DrawdownCurrent decline from peak | -8.70% | -17.87% | +9.17% |
Average DrawdownAverage peak-to-trough decline | -10.69% | -10.00% | -0.69% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.23% | 4.24% | -1.01% |
Volatility
FMCDX vs. FSOAX - Volatility Comparison
Fidelity Advisor Stock Selector Mid Cap Fund Class A (FMCDX) has a higher volatility of 6.40% compared to Fidelity Advisor Value Strategies Fund Class A (FSOAX) at 5.24%. This indicates that FMCDX's price experiences larger fluctuations and is considered to be riskier than FSOAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| FMCDX | FSOAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.40% | 5.24% | +1.16% |
Volatility (6M)Calculated over the trailing 6-month period | 12.05% | 16.23% | -4.18% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.22% | 24.58% | -3.36% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.92% | 21.20% | -1.28% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.93% | 22.24% | -1.31% |