FMCSX vs. FIIAX
Compare and contrast key facts about Fidelity Mid-Cap Stock Fund (FMCSX) and Fidelity Advisor Mid Cap II Fund Class A (FIIAX).
FMCSX is managed by Fidelity. It was launched on Mar 29, 1994. FIIAX is managed by Fidelity. It was launched on Aug 12, 2004.
Performance
FMCSX vs. FIIAX - Performance Comparison
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FMCSX vs. FIIAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FMCSX Fidelity Mid-Cap Stock Fund | 1.46% | 11.80% | 14.55% | 11.02% | -6.40% | 28.64% | 11.43% | 25.39% | -6.67% | 18.03% |
FIIAX Fidelity Advisor Mid Cap II Fund Class A | 1.23% | 7.21% | 16.96% | 14.68% | -15.04% | 24.94% | 18.34% | 23.32% | -15.21% | 20.32% |
Returns By Period
In the year-to-date period, FMCSX achieves a 1.46% return, which is significantly higher than FIIAX's 1.23% return. Over the past 10 years, FMCSX has outperformed FIIAX with an annualized return of 11.64%, while FIIAX has yielded a comparatively lower 10.32% annualized return.
FMCSX
- 1D
- -1.38%
- 1M
- -7.66%
- YTD
- 1.46%
- 6M
- 4.65%
- 1Y
- 20.42%
- 3Y*
- 12.52%
- 5Y*
- 8.62%
- 10Y*
- 11.64%
FIIAX
- 1D
- -1.47%
- 1M
- -8.85%
- YTD
- 1.23%
- 6M
- 5.43%
- 1Y
- 21.37%
- 3Y*
- 12.14%
- 5Y*
- 6.87%
- 10Y*
- 10.32%
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FMCSX vs. FIIAX - Expense Ratio Comparison
FMCSX has a 0.85% expense ratio, which is lower than FIIAX's 1.00% expense ratio.
Return for Risk
FMCSX vs. FIIAX — Risk / Return Rank
FMCSX
FIIAX
FMCSX vs. FIIAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Mid-Cap Stock Fund (FMCSX) and Fidelity Advisor Mid Cap II Fund Class A (FIIAX). 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.
| FMCSX | FIIAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.05 | 0.98 | +0.07 |
Sortino ratioReturn per unit of downside risk | 1.55 | 1.44 | +0.11 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.21 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.40 | 1.29 | +0.12 |
Martin ratioReturn relative to average drawdown | 6.36 | 5.70 | +0.66 |
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
| FMCSX | FIIAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.05 | 0.98 | +0.07 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.49 | 0.34 | +0.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.63 | 0.49 | +0.14 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.49 | +0.07 |
Correlation
The correlation between FMCSX and FIIAX 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
FMCSX vs. FIIAX - Dividend Comparison
FMCSX's dividend yield for the trailing twelve months is around 1.81%, less than FIIAX's 6.98% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FMCSX Fidelity Mid-Cap Stock Fund | 1.81% | 1.83% | 8.94% | 2.60% | 5.44% | 12.80% | 6.72% | 6.63% | 18.48% | 6.66% | 8.25% | 14.18% |
FIIAX Fidelity Advisor Mid Cap II Fund Class A | 6.98% | 6.21% | 6.89% | 2.59% | 5.68% | 18.94% | 1.12% | 3.21% | 10.53% | 7.60% | 8.69% | 4.74% |
Drawdowns
FMCSX vs. FIIAX - Drawdown Comparison
The maximum FMCSX drawdown since its inception was -62.19%, which is greater than FIIAX's maximum drawdown of -53.35%. Use the drawdown chart below to compare losses from any high point for FMCSX and FIIAX.
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Drawdown Indicators
| FMCSX | FIIAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.19% | -53.35% | -8.84% |
Max Drawdown (1Y)Largest decline over 1 year | -13.27% | -14.85% | +1.58% |
Max Drawdown (5Y)Largest decline over 5 years | -22.33% | -28.25% | +5.92% |
Max Drawdown (10Y)Largest decline over 10 years | -40.55% | -42.33% | +1.78% |
Current DrawdownCurrent decline from peak | -8.55% | -9.83% | +1.28% |
Average DrawdownAverage peak-to-trough decline | -9.40% | -8.26% | -1.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.93% | 3.35% | -0.42% |
Volatility
FMCSX vs. FIIAX - Volatility Comparison
The current volatility for Fidelity Mid-Cap Stock Fund (FMCSX) is 6.50%, while Fidelity Advisor Mid Cap II Fund Class A (FIIAX) has a volatility of 7.71%. This indicates that FMCSX experiences smaller price fluctuations and is considered to be less risky than FIIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FMCSX | FIIAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.50% | 7.71% | -1.21% |
Volatility (6M)Calculated over the trailing 6-month period | 11.90% | 13.46% | -1.56% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.89% | 22.07% | -2.18% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.59% | 20.23% | -2.64% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.50% | 20.94% | -2.44% |