FMCDX vs. FXAIX
Compare and contrast key facts about Fidelity Advisor Stock Selector Mid Cap Fund Class A (FMCDX) and Fidelity 500 Index Fund (FXAIX).
FMCDX is managed by Fidelity. It was launched on Sep 3, 1996. FXAIX is a passively managed fund by Fidelity that tracks the performance of the S&P 500 Index. It was launched on Feb 17, 1988.
Performance
FMCDX vs. FXAIX - Performance Comparison
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FMCDX vs. FXAIX - 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% |
FXAIX Fidelity 500 Index Fund | -7.05% | 17.84% | 25.01% | 26.29% | -18.14% | 28.71% | 18.42% | 31.48% | -4.43% | 21.82% |
Returns By Period
In the year-to-date period, FMCDX achieves a 0.99% return, which is significantly higher than FXAIX's -7.05% return. Over the past 10 years, FMCDX has underperformed FXAIX with an annualized return of 10.22%, while FXAIX has yielded a comparatively higher 13.75% 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%
FXAIX
- 1D
- -0.39%
- 1M
- -7.68%
- YTD
- -7.05%
- 6M
- -4.59%
- 1Y
- 14.42%
- 3Y*
- 17.17%
- 5Y*
- 11.40%
- 10Y*
- 13.75%
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FMCDX vs. FXAIX - Expense Ratio Comparison
FMCDX has a 1.05% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Return for Risk
FMCDX vs. FXAIX — Risk / Return Rank
FMCDX
FXAIX
FMCDX vs. FXAIX - 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 500 Index Fund (FXAIX). 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 | FXAIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.80 | 0.84 | -0.04 |
Sortino ratioReturn per unit of downside risk | 1.25 | 1.30 | -0.05 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.20 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.02 | 1.05 | -0.03 |
Martin ratioReturn relative to average drawdown | 4.54 | 5.13 | -0.59 |
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
| FMCDX | FXAIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.80 | 0.84 | -0.04 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.29 | 0.68 | -0.39 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.49 | 0.77 | -0.28 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.75 | -0.27 |
Correlation
The correlation between FMCDX and FXAIX is 0.87, 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. FXAIX - Dividend Comparison
FMCDX's dividend yield for the trailing twelve months is around 8.50%, more than FXAIX's 1.20% yield.
| 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% |
FXAIX Fidelity 500 Index Fund | 1.20% | 1.11% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 2.06% | 2.72% | 1.97% | 2.52% | 2.83% |
Drawdowns
FMCDX vs. FXAIX - Drawdown Comparison
The maximum FMCDX drawdown since its inception was -65.00%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for FMCDX and FXAIX.
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Drawdown Indicators
| FMCDX | FXAIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -65.00% | -33.79% | -31.21% |
Max Drawdown (1Y)Largest decline over 1 year | -14.31% | -12.13% | -2.18% |
Max Drawdown (5Y)Largest decline over 5 years | -25.19% | -24.50% | -0.69% |
Max Drawdown (10Y)Largest decline over 10 years | -43.40% | -33.79% | -9.61% |
Current DrawdownCurrent decline from peak | -8.70% | -8.89% | +0.19% |
Average DrawdownAverage peak-to-trough decline | -10.69% | -3.83% | -6.86% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.23% | 2.50% | +0.73% |
Volatility
FMCDX vs. FXAIX - Volatility Comparison
Fidelity Advisor Stock Selector Mid Cap Fund Class A (FMCDX) has a higher volatility of 6.40% compared to Fidelity 500 Index Fund (FXAIX) at 4.24%. This indicates that FMCDX's price experiences larger fluctuations and is considered to be riskier than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FMCDX | FXAIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.40% | 4.24% | +2.16% |
Volatility (6M)Calculated over the trailing 6-month period | 12.05% | 9.08% | +2.97% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.22% | 18.13% | +3.09% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.92% | 16.88% | +3.04% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.93% | 18.03% | +2.90% |