FMCSX vs. FIIMX
Compare and contrast key facts about Fidelity Mid-Cap Stock Fund (FMCSX) and Fidelity Advisor Mid Cap II Fund Class I (FIIMX).
FMCSX is managed by Fidelity. It was launched on Mar 29, 1994. FIIMX is managed by Fidelity. It was launched on Aug 12, 2004.
Performance
FMCSX vs. FIIMX - Performance Comparison
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FMCSX vs. FIIMX - 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% |
FIIMX Fidelity Advisor Mid Cap II Fund Class I | 1.29% | 7.71% | 17.21% | 15.01% | -14.80% | 25.26% | 18.68% | 23.72% | -14.97% | 20.62% |
Returns By Period
In the year-to-date period, FMCSX achieves a 1.46% return, which is significantly higher than FIIMX's 1.29% return. Over the past 10 years, FMCSX has outperformed FIIMX with an annualized return of 11.64%, while FIIMX has yielded a comparatively lower 10.20% 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%
FIIMX
- 1D
- -1.47%
- 1M
- -8.87%
- YTD
- 1.29%
- 6M
- 5.54%
- 1Y
- 21.69%
- 3Y*
- 12.50%
- 5Y*
- 7.19%
- 10Y*
- 10.20%
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FMCSX vs. FIIMX - Expense Ratio Comparison
FMCSX has a 0.85% expense ratio, which is higher than FIIMX's 0.73% expense ratio.
Return for Risk
FMCSX vs. FIIMX — Risk / Return Rank
FMCSX
FIIMX
FMCSX vs. FIIMX - 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 I (FIIMX). 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 | FIIMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.05 | 1.00 | +0.05 |
Sortino ratioReturn per unit of downside risk | 1.55 | 1.46 | +0.09 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.21 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.40 | 1.31 | +0.10 |
Martin ratioReturn relative to average drawdown | 6.36 | 5.79 | +0.57 |
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 | FIIMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.05 | 1.00 | +0.05 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.49 | 0.36 | +0.14 |
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 FIIMX 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. FIIMX - Dividend Comparison
FMCSX's dividend yield for the trailing twelve months is around 1.81%, less than FIIMX's 6.78% 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% |
FIIMX Fidelity Advisor Mid Cap II Fund Class I | 6.78% | 6.06% | 6.79% | 2.71% | 5.70% | 18.41% | 1.29% | 3.30% | 10.56% | 7.67% | 4.84% | 4.76% |
Drawdowns
FMCSX vs. FIIMX - Drawdown Comparison
The maximum FMCSX drawdown since its inception was -62.19%, which is greater than FIIMX's maximum drawdown of -53.22%. Use the drawdown chart below to compare losses from any high point for FMCSX and FIIMX.
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Drawdown Indicators
| FMCSX | FIIMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.19% | -53.22% | -8.97% |
Max Drawdown (1Y)Largest decline over 1 year | -13.27% | -14.84% | +1.57% |
Max Drawdown (5Y)Largest decline over 5 years | -22.33% | -28.06% | +5.73% |
Max Drawdown (10Y)Largest decline over 10 years | -40.55% | -42.29% | +1.74% |
Current DrawdownCurrent decline from peak | -8.55% | -9.83% | +1.28% |
Average DrawdownAverage peak-to-trough decline | -9.40% | -8.12% | -1.28% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.93% | 3.35% | -0.42% |
Volatility
FMCSX vs. FIIMX - Volatility Comparison
The current volatility for Fidelity Mid-Cap Stock Fund (FMCSX) is 6.50%, while Fidelity Advisor Mid Cap II Fund Class I (FIIMX) has a volatility of 7.70%. This indicates that FMCSX experiences smaller price fluctuations and is considered to be less risky than FIIMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FMCSX | FIIMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.50% | 7.70% | -1.20% |
Volatility (6M)Calculated over the trailing 6-month period | 11.90% | 13.44% | -1.54% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.89% | 22.05% | -2.16% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.59% | 20.22% | -2.63% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.50% | 20.91% | -2.41% |