FMPOX vs. TRLGX
Compare and contrast key facts about Fidelity Advisor Mid Cap Value Fund Class I (FMPOX) and T. Rowe Price Large-Cap Growth Fund (TRLGX).
FMPOX is managed by Fidelity. It was launched on Feb 13, 2007. TRLGX is managed by T. Rowe Price. It was launched on Oct 31, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FMPOX or TRLGX.
Correlation
The correlation between FMPOX and TRLGX is 0.76, 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
FMPOX vs. TRLGX - Performance Comparison
Key characteristics
FMPOX:
0.30
TRLGX:
1.12
FMPOX:
0.51
TRLGX:
1.57
FMPOX:
1.07
TRLGX:
1.21
FMPOX:
0.31
TRLGX:
1.53
FMPOX:
0.84
TRLGX:
5.01
FMPOX:
6.10%
TRLGX:
3.76%
FMPOX:
16.70%
TRLGX:
16.75%
FMPOX:
-62.78%
TRLGX:
-56.16%
FMPOX:
-13.45%
TRLGX:
-4.79%
Returns By Period
In the year-to-date period, FMPOX achieves a 2.69% return, which is significantly lower than TRLGX's 4.19% return. Over the past 10 years, FMPOX has underperformed TRLGX with an annualized return of 3.66%, while TRLGX has yielded a comparatively higher 11.75% annualized return.
FMPOX
2.69%
2.04%
-2.47%
5.86%
7.55%
3.66%
TRLGX
4.19%
5.45%
7.12%
18.87%
12.37%
11.75%
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FMPOX vs. TRLGX - Expense Ratio Comparison
FMPOX has a 0.59% expense ratio, which is higher than TRLGX's 0.55% expense ratio.
Risk-Adjusted Performance
FMPOX vs. TRLGX — Risk-Adjusted Performance Rank
FMPOX
TRLGX
FMPOX vs. TRLGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Mid Cap Value Fund Class I (FMPOX) and T. Rowe Price Large-Cap Growth Fund (TRLGX). 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
FMPOX vs. TRLGX - Dividend Comparison
FMPOX's dividend yield for the trailing twelve months is around 0.92%, while TRLGX has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FMPOX Fidelity Advisor Mid Cap Value Fund Class I | 0.92% | 0.94% | 0.79% | 1.45% | 1.31% | 2.00% | 1.86% | 2.47% | 1.89% | 1.37% | 2.36% | 7.60% |
TRLGX T. Rowe Price Large-Cap Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.41% | 0.28% | 0.24% | 0.24% | 0.03% | 0.07% |
Drawdowns
FMPOX vs. TRLGX - Drawdown Comparison
The maximum FMPOX drawdown since its inception was -62.78%, which is greater than TRLGX's maximum drawdown of -56.16%. Use the drawdown chart below to compare losses from any high point for FMPOX and TRLGX. For additional features, visit the drawdowns tool.
Volatility
FMPOX vs. TRLGX - Volatility Comparison
The current volatility for Fidelity Advisor Mid Cap Value Fund Class I (FMPOX) is 3.90%, while T. Rowe Price Large-Cap Growth Fund (TRLGX) has a volatility of 4.73%. This indicates that FMPOX experiences smaller price fluctuations and is considered to be less risky than TRLGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.