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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FMCDX or FSOAX.
Correlation
The correlation between FMCDX and FSOAX is 0.91, 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.
Performance
FMCDX vs. FSOAX - Performance Comparison
Key characteristics
FMCDX:
1.13
FSOAX:
0.21
FMCDX:
1.61
FSOAX:
0.38
FMCDX:
1.20
FSOAX:
1.06
FMCDX:
0.80
FSOAX:
0.20
FMCDX:
4.70
FSOAX:
0.73
FMCDX:
3.87%
FSOAX:
5.41%
FMCDX:
16.17%
FSOAX:
18.87%
FMCDX:
-64.22%
FSOAX:
-68.64%
FMCDX:
-9.30%
FSOAX:
-16.32%
Returns By Period
In the year-to-date period, FMCDX achieves a 4.27% return, which is significantly higher than FSOAX's 2.21% return. Over the past 10 years, FMCDX has outperformed FSOAX with an annualized return of 4.71%, while FSOAX has yielded a comparatively lower 2.58% annualized return.
FMCDX
4.27%
1.81%
5.56%
17.34%
4.35%
4.71%
FSOAX
2.21%
-8.06%
-6.11%
3.61%
6.78%
2.58%
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FMCDX vs. FSOAX - Expense Ratio Comparison
FMCDX has a 1.05% expense ratio, which is lower than FSOAX's 1.13% expense ratio.
Risk-Adjusted Performance
FMCDX vs. FSOAX — Risk-Adjusted Performance Rank
FMCDX
FSOAX
FMCDX vs. FSOAX - Risk-Adjusted Performance 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.
Dividends
FMCDX vs. FSOAX - Dividend Comparison
FMCDX's dividend yield for the trailing twelve months is around 0.34%, less than FSOAX's 0.90% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FMCDX Fidelity Advisor Stock Selector Mid Cap Fund Class A | 0.34% | 0.35% | 0.61% | 0.53% | 0.50% | 0.88% | 0.59% | 0.88% | 0.28% | 0.84% | 7.63% | 0.00% |
FSOAX Fidelity Advisor Value Strategies Fund Class A | 0.90% | 0.92% | 0.60% | 0.72% | 0.91% | 0.82% | 1.41% | 1.14% | 1.42% | 1.67% | 1.07% | 0.79% |
Drawdowns
FMCDX vs. FSOAX - Drawdown Comparison
The maximum FMCDX drawdown since its inception was -64.22%, smaller than the maximum FSOAX drawdown of -68.64%. Use the drawdown chart below to compare losses from any high point for FMCDX and FSOAX. For additional features, visit the drawdowns tool.
Volatility
FMCDX vs. FSOAX - Volatility Comparison
The current volatility for Fidelity Advisor Stock Selector Mid Cap Fund Class A (FMCDX) is 6.04%, while Fidelity Advisor Value Strategies Fund Class A (FSOAX) has a volatility of 12.09%. This indicates that FMCDX experiences smaller price fluctuations and is considered to be less risky than FSOAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.