FMCSX vs. FIICX
Compare and contrast key facts about Fidelity Mid-Cap Stock Fund (FMCSX) and Fidelity Advisor Mid Cap II Fund Class C (FIICX).
FMCSX is managed by Fidelity. It was launched on Mar 29, 1994. FIICX is managed by Fidelity. It was launched on Aug 12, 2004.
Performance
FMCSX vs. FIICX - Performance Comparison
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FMCSX vs. FIICX - 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% |
FIICX Fidelity Advisor Mid Cap II Fund Class C | 1.10% | 5.27% | 23.14% | 13.72% | -15.74% | 23.94% | 17.35% | 22.40% | -15.85% | 19.33% |
Returns By Period
In the year-to-date period, FMCSX achieves a 1.46% return, which is significantly higher than FIICX's 1.10% return. Over the past 10 years, FMCSX has outperformed FIICX with an annualized return of 11.64%, while FIICX has yielded a comparatively lower 9.56% 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%
FIICX
- 1D
- -1.43%
- 1M
- -8.90%
- YTD
- 1.10%
- 6M
- 5.11%
- 1Y
- 20.60%
- 3Y*
- 13.12%
- 5Y*
- 7.07%
- 10Y*
- 9.56%
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FMCSX vs. FIICX - Expense Ratio Comparison
FMCSX has a 0.85% expense ratio, which is lower than FIICX's 1.83% expense ratio.
Return for Risk
FMCSX vs. FIICX — Risk / Return Rank
FMCSX
FIICX
FMCSX vs. FIICX - 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 C (FIICX). 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 | FIICX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.05 | 0.94 | +0.10 |
Sortino ratioReturn per unit of downside risk | 1.55 | 1.40 | +0.15 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.20 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.40 | 1.23 | +0.18 |
Martin ratioReturn relative to average drawdown | 6.36 | 5.41 | +0.95 |
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 | FIICX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.05 | 0.94 | +0.10 |
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 | 0.45 | +0.18 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.44 | +0.12 |
Correlation
The correlation between FMCSX and FIICX 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. FIICX - Dividend Comparison
FMCSX's dividend yield for the trailing twelve months is around 1.81%, less than FIICX's 9.14% 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% |
FIICX Fidelity Advisor Mid Cap II Fund Class C | 9.14% | 8.11% | 14.08% | 2.98% | 6.81% | 21.73% | 1.13% | 3.23% | 11.72% | 8.22% | 4.95% | 5.19% |
Drawdowns
FMCSX vs. FIICX - Drawdown Comparison
The maximum FMCSX drawdown since its inception was -62.19%, which is greater than FIICX's maximum drawdown of -53.75%. Use the drawdown chart below to compare losses from any high point for FMCSX and FIICX.
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Drawdown Indicators
| FMCSX | FIICX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.19% | -53.75% | -8.44% |
Max Drawdown (1Y)Largest decline over 1 year | -13.27% | -14.90% | +1.63% |
Max Drawdown (5Y)Largest decline over 5 years | -22.33% | -27.79% | +5.46% |
Max Drawdown (10Y)Largest decline over 10 years | -40.55% | -43.31% | +2.76% |
Current DrawdownCurrent decline from peak | -8.55% | -9.86% | +1.31% |
Average DrawdownAverage peak-to-trough decline | -9.40% | -8.68% | -0.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.93% | 3.38% | -0.45% |
Volatility
FMCSX vs. FIICX - Volatility Comparison
The current volatility for Fidelity Mid-Cap Stock Fund (FMCSX) is 6.50%, while Fidelity Advisor Mid Cap II Fund Class C (FIICX) has a volatility of 7.69%. This indicates that FMCSX experiences smaller price fluctuations and is considered to be less risky than FIICX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FMCSX | FIICX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.50% | 7.69% | -1.19% |
Volatility (6M)Calculated over the trailing 6-month period | 11.90% | 13.47% | -1.57% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.89% | 22.11% | -2.22% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.59% | 20.87% | -3.28% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.50% | 21.23% | -2.73% |