FMPAX vs. FIIAX
Compare and contrast key facts about Fidelity Advisor Mid Cap Value Fund Class A (FMPAX) and Fidelity Advisor Mid Cap II Fund Class A (FIIAX).
FMPAX is managed by Fidelity. It was launched on Feb 13, 2007. FIIAX is managed by Fidelity. It was launched on Aug 12, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FMPAX or FIIAX.
Correlation
The correlation between FMPAX and FIIAX is 0.92, 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
FMPAX vs. FIIAX - Performance Comparison
Key characteristics
FMPAX:
0.42
FIIAX:
0.47
FMPAX:
0.65
FIIAX:
0.73
FMPAX:
1.09
FIIAX:
1.10
FMPAX:
0.42
FIIAX:
0.37
FMPAX:
1.18
FIIAX:
1.83
FMPAX:
5.95%
FIIAX:
4.41%
FMPAX:
16.94%
FIIAX:
17.26%
FMPAX:
-63.00%
FIIAX:
-53.03%
FMPAX:
-13.74%
FIIAX:
-15.67%
Returns By Period
In the year-to-date period, FMPAX achieves a 2.44% return, which is significantly higher than FIIAX's 0.39% return. Over the past 10 years, FMPAX has outperformed FIIAX with an annualized return of 3.32%, while FIIAX has yielded a comparatively lower 1.98% annualized return.
FMPAX
2.44%
3.64%
0.69%
5.63%
7.11%
3.32%
FIIAX
0.39%
0.52%
3.77%
6.19%
3.49%
1.98%
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FMPAX vs. FIIAX - Expense Ratio Comparison
FMPAX has a 0.86% expense ratio, which is lower than FIIAX's 1.00% expense ratio.
Risk-Adjusted Performance
FMPAX vs. FIIAX — Risk-Adjusted Performance Rank
FMPAX
FIIAX
FMPAX vs. FIIAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Mid Cap Value Fund Class A (FMPAX) 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.
Dividends
FMPAX vs. FIIAX - Dividend Comparison
FMPAX's dividend yield for the trailing twelve months is around 0.69%, more than FIIAX's 0.21% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FMPAX Fidelity Advisor Mid Cap Value Fund Class A | 0.69% | 0.71% | 0.57% | 1.20% | 1.08% | 1.78% | 1.61% | 2.10% | 1.63% | 1.11% | 2.08% | 7.13% |
FIIAX Fidelity Advisor Mid Cap II Fund Class A | 0.21% | 0.21% | 0.17% | 0.08% | 0.03% | 0.14% | 0.40% | 0.26% | 0.25% | 0.23% | 0.00% | 16.25% |
Drawdowns
FMPAX vs. FIIAX - Drawdown Comparison
The maximum FMPAX drawdown since its inception was -63.00%, which is greater than FIIAX's maximum drawdown of -53.03%. Use the drawdown chart below to compare losses from any high point for FMPAX and FIIAX. For additional features, visit the drawdowns tool.
Volatility
FMPAX vs. FIIAX - Volatility Comparison
The current volatility for Fidelity Advisor Mid Cap Value Fund Class A (FMPAX) is 4.25%, while Fidelity Advisor Mid Cap II Fund Class A (FIIAX) has a volatility of 6.92%. This indicates that FMPAX 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.