FMPAX vs. VMVIX
Compare and contrast key facts about Fidelity Advisor Mid Cap Value Fund Class A (FMPAX) and Vanguard Mid-Cap Value Index Fund (VMVIX).
FMPAX is managed by Fidelity. It was launched on Feb 13, 2007. VMVIX is managed by Vanguard. It was launched on Aug 17, 2006.
Performance
FMPAX vs. VMVIX - Performance Comparison
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FMPAX vs. VMVIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FMPAX Fidelity Advisor Mid Cap Value Fund Class A | 0.50% | 12.75% | 14.22% | 22.18% | -10.89% | 33.60% | 0.68% | 23.19% | -19.16% | 16.73% |
VMVIX Vanguard Mid-Cap Value Index Fund | 2.87% | 11.22% | 13.48% | 10.00% | -8.00% | 28.60% | 2.33% | 27.85% | -12.57% | 16.91% |
Returns By Period
In the year-to-date period, FMPAX achieves a 0.50% return, which is significantly lower than VMVIX's 2.87% return. Over the past 10 years, FMPAX has underperformed VMVIX with an annualized return of 9.34%, while VMVIX has yielded a comparatively higher 9.82% annualized return.
FMPAX
- 1D
- -1.09%
- 1M
- -9.33%
- YTD
- 0.50%
- 6M
- 5.56%
- 1Y
- 18.97%
- 3Y*
- 15.78%
- 5Y*
- 9.93%
- 10Y*
- 9.34%
VMVIX
- 1D
- -0.35%
- 1M
- -6.11%
- YTD
- 2.87%
- 6M
- 4.99%
- 1Y
- 15.27%
- 3Y*
- 12.77%
- 5Y*
- 8.26%
- 10Y*
- 9.82%
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FMPAX vs. VMVIX - Expense Ratio Comparison
FMPAX has a 0.86% expense ratio, which is higher than VMVIX's 0.19% expense ratio.
Return for Risk
FMPAX vs. VMVIX — Risk / Return Rank
FMPAX
VMVIX
FMPAX vs. VMVIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Mid Cap Value Fund Class A (FMPAX) and Vanguard Mid-Cap Value Index Fund (VMVIX). 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.
| FMPAX | VMVIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.91 | 1.01 | -0.10 |
Sortino ratioReturn per unit of downside risk | 1.40 | 1.48 | -0.07 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.21 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.18 | 1.20 | -0.02 |
Martin ratioReturn relative to average drawdown | 4.82 | 5.63 | -0.81 |
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
| FMPAX | VMVIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.91 | 1.01 | -0.10 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.50 | 0.52 | -0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.45 | 0.52 | -0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.36 | 0.41 | -0.05 |
Correlation
The correlation between FMPAX and VMVIX is 0.97, 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
FMPAX vs. VMVIX - Dividend Comparison
FMPAX's dividend yield for the trailing twelve months is around 7.78%, more than VMVIX's 1.90% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FMPAX Fidelity Advisor Mid Cap Value Fund Class A | 7.78% | 8.24% | 10.38% | 0.96% | 13.09% | 1.08% | 1.78% | 1.61% | 14.62% | 8.77% | 1.11% | 4.99% |
VMVIX Vanguard Mid-Cap Value Index Fund | 1.90% | 1.42% | 1.99% | 2.15% | 2.15% | 1.67% | 2.26% | 1.95% | 2.60% | 1.75% | 1.81% | 1.91% |
Drawdowns
FMPAX vs. VMVIX - Drawdown Comparison
The maximum FMPAX drawdown since its inception was -63.15%, roughly equal to the maximum VMVIX drawdown of -61.61%. Use the drawdown chart below to compare losses from any high point for FMPAX and VMVIX.
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Drawdown Indicators
| FMPAX | VMVIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.15% | -61.61% | -1.54% |
Max Drawdown (1Y)Largest decline over 1 year | -14.74% | -12.43% | -2.31% |
Max Drawdown (5Y)Largest decline over 5 years | -23.79% | -19.81% | -3.98% |
Max Drawdown (10Y)Largest decline over 10 years | -45.47% | -43.08% | -2.39% |
Current DrawdownCurrent decline from peak | -10.34% | -6.20% | -4.14% |
Average DrawdownAverage peak-to-trough decline | -9.80% | -8.52% | -1.28% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.60% | 2.65% | +0.95% |
Volatility
FMPAX vs. VMVIX - Volatility Comparison
Fidelity Advisor Mid Cap Value Fund Class A (FMPAX) has a higher volatility of 5.65% compared to Vanguard Mid-Cap Value Index Fund (VMVIX) at 3.82%. This indicates that FMPAX's price experiences larger fluctuations and is considered to be riskier than VMVIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FMPAX | VMVIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.65% | 3.82% | +1.83% |
Volatility (6M)Calculated over the trailing 6-month period | 11.77% | 8.62% | +3.15% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.44% | 16.33% | +5.11% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.08% | 16.08% | +4.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.04% | 18.80% | +2.24% |