FMPAX vs. TRMCX

In the year-to-date period, FMPAX achieves a -7.26% return, which is significantly lower than TRMCX's -4.98% return. Over the past 10 years, FMPAX has outperformed TRMCX with an annualized return of 1.95%, while TRMCX has yielded a comparatively lower 1.03% annualized return.

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FMPAX has a 0.86% expense ratio, which is higher than TRMCX's 0.77% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Mid Cap Value Fund Class A (FMPAX) and T. Rowe Price Mid-Cap Value Fund (TRMCX). 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.

The current FMPAX Sharpe Ratio is -0.47, which is comparable to the TRMCX Sharpe Ratio of -0.45. The chart below compares the historical Sharpe Ratios of FMPAX and TRMCX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FMPAX's dividend yield for the trailing twelve months is around 0.76%, less than TRMCX's 14.95% yield.

The maximum FMPAX drawdown since its inception was -63.00%, roughly equal to the maximum TRMCX drawdown of -60.52%. Use the drawdown chart below to compare losses from any high point for FMPAX and TRMCX. For additional features, visit the drawdowns tool.

Fidelity Advisor Mid Cap Value Fund Class A (FMPAX) has a higher volatility of 6.05% compared to T. Rowe Price Mid-Cap Value Fund (TRMCX) at 5.26%. This indicates that FMPAX's price experiences larger fluctuations and is considered to be riskier than TRMCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.