FMPOX vs. HWMIX
Compare and contrast key facts about Fidelity Advisor Mid Cap Value Fund Class I (FMPOX) and Hotchkis & Wiley Mid-Cap Value Fund (HWMIX).
FMPOX is managed by Fidelity. It was launched on Feb 13, 2007. HWMIX is managed by Hotchkis & Wiley. It was launched on Jan 2, 1997.
Performance
FMPOX vs. HWMIX - Performance Comparison
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FMPOX vs. HWMIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FMPOX Fidelity Advisor Mid Cap Value Fund Class I | 0.59% | 13.02% | 14.48% | 22.51% | -10.62% | 33.96% | 0.95% | 23.61% | -18.93% | 17.03% |
HWMIX Hotchkis & Wiley Mid-Cap Value Fund | 5.14% | 7.87% | 3.62% | 19.87% | 1.63% | 39.18% | 0.49% | 12.97% | -19.32% | 7.69% |
Returns By Period
In the year-to-date period, FMPOX achieves a 0.59% return, which is significantly lower than HWMIX's 5.14% return. Over the past 10 years, FMPOX has outperformed HWMIX with an annualized return of 9.64%, while HWMIX has yielded a comparatively lower 8.92% annualized return.
FMPOX
- 1D
- -1.08%
- 1M
- -9.30%
- YTD
- 0.59%
- 6M
- 5.72%
- 1Y
- 19.27%
- 3Y*
- 16.07%
- 5Y*
- 10.21%
- 10Y*
- 9.64%
HWMIX
- 1D
- -0.11%
- 1M
- -3.40%
- YTD
- 5.14%
- 6M
- 7.65%
- 1Y
- 20.19%
- 3Y*
- 11.45%
- 5Y*
- 9.65%
- 10Y*
- 8.92%
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FMPOX vs. HWMIX - Expense Ratio Comparison
FMPOX has a 0.59% expense ratio, which is lower than HWMIX's 1.01% expense ratio.
Return for Risk
FMPOX vs. HWMIX — Risk / Return Rank
FMPOX
HWMIX
FMPOX vs. HWMIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Mid Cap Value Fund Class I (FMPOX) and Hotchkis & Wiley Mid-Cap Value Fund (HWMIX). 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.
| FMPOX | HWMIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.92 | 0.88 | +0.04 |
Sortino ratioReturn per unit of downside risk | 1.42 | 1.36 | +0.06 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.20 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.20 | 1.11 | +0.09 |
Martin ratioReturn relative to average drawdown | 4.92 | 4.53 | +0.39 |
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
| FMPOX | HWMIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.92 | 0.88 | +0.04 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.51 | 0.43 | +0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.46 | 0.35 | +0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.37 | 0.47 | -0.10 |
Correlation
The correlation between FMPOX and HWMIX is 0.91, 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
FMPOX vs. HWMIX - Dividend Comparison
FMPOX's dividend yield for the trailing twelve months is around 7.80%, more than HWMIX's 1.32% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FMPOX Fidelity Advisor Mid Cap Value Fund Class I | 7.80% | 8.26% | 10.51% | 1.17% | 13.25% | 1.31% | 2.00% | 1.86% | 14.92% | 8.99% | 1.37% | 5.23% |
HWMIX Hotchkis & Wiley Mid-Cap Value Fund | 1.32% | 1.39% | 1.15% | 0.28% | 0.49% | 1.28% | 2.25% | 1.60% | 2.99% | 6.72% | 1.53% | 14.67% |
Drawdowns
FMPOX vs. HWMIX - Drawdown Comparison
The maximum FMPOX drawdown since its inception was -61.76%, smaller than the maximum HWMIX drawdown of -69.84%. Use the drawdown chart below to compare losses from any high point for FMPOX and HWMIX.
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Drawdown Indicators
| FMPOX | HWMIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.76% | -69.84% | +8.08% |
Max Drawdown (1Y)Largest decline over 1 year | -14.75% | -16.87% | +2.12% |
Max Drawdown (5Y)Largest decline over 5 years | -23.74% | -25.90% | +2.16% |
Max Drawdown (10Y)Largest decline over 10 years | -45.11% | -63.21% | +18.10% |
Current DrawdownCurrent decline from peak | -10.29% | -4.77% | -5.52% |
Average DrawdownAverage peak-to-trough decline | -9.13% | -10.89% | +1.76% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.59% | 4.14% | -0.55% |
Volatility
FMPOX vs. HWMIX - Volatility Comparison
Fidelity Advisor Mid Cap Value Fund Class I (FMPOX) has a higher volatility of 5.62% compared to Hotchkis & Wiley Mid-Cap Value Fund (HWMIX) at 3.97%. This indicates that FMPOX's price experiences larger fluctuations and is considered to be riskier than HWMIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FMPOX | HWMIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.62% | 3.97% | +1.65% |
Volatility (6M)Calculated over the trailing 6-month period | 11.76% | 12.35% | -0.59% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.47% | 23.86% | -2.39% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.12% | 22.33% | -2.21% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.05% | 25.61% | -4.56% |