FMPTX vs. FCOM
Compare and contrast key facts about Fidelity Advisor Mid Cap Value Fund Class M (FMPTX) and Fidelity MSCI Communication Services Index ETF (FCOM).
FMPTX is managed by Fidelity. It was launched on Feb 13, 2007. FCOM is a passively managed fund by Fidelity that tracks the performance of the MSCI USA IMI Telecommunication Services 25/50 Index. It was launched on Oct 21, 2013.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FMPTX or FCOM.
Correlation
The correlation between FMPTX and FCOM is 0.64, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
FMPTX vs. FCOM - Performance Comparison
Key characteristics
FMPTX:
0.13
FCOM:
1.96
FMPTX:
0.28
FCOM:
2.57
FMPTX:
1.04
FCOM:
1.34
FMPTX:
0.13
FCOM:
2.04
FMPTX:
0.34
FCOM:
12.89
FMPTX:
6.46%
FCOM:
2.35%
FMPTX:
16.80%
FCOM:
15.53%
FMPTX:
-63.25%
FCOM:
-46.76%
FMPTX:
-15.66%
FCOM:
-3.57%
Returns By Period
In the year-to-date period, FMPTX achieves a 0.24% return, which is significantly lower than FCOM's 5.35% return. Over the past 10 years, FMPTX has underperformed FCOM with an annualized return of 2.69%, while FCOM has yielded a comparatively higher 10.65% annualized return.
FMPTX
0.24%
-3.84%
-7.99%
0.90%
6.60%
2.69%
FCOM
5.35%
2.10%
17.48%
28.65%
11.52%
10.65%
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FMPTX vs. FCOM - Expense Ratio Comparison
FMPTX has a 1.12% expense ratio, which is higher than FCOM's 0.08% expense ratio.
Risk-Adjusted Performance
FMPTX vs. FCOM — Risk-Adjusted Performance Rank
FMPTX
FCOM
FMPTX vs. FCOM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Mid Cap Value Fund Class M (FMPTX) and Fidelity MSCI Communication Services Index ETF (FCOM). 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
FMPTX vs. FCOM - Dividend Comparison
FMPTX's dividend yield for the trailing twelve months is around 0.45%, less than FCOM's 0.83% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FMPTX Fidelity Advisor Mid Cap Value Fund Class M | 0.45% | 0.45% | 0.35% | 0.93% | 0.86% | 1.56% | 1.38% | 1.74% | 1.35% | 0.89% | 1.74% | 6.58% |
FCOM Fidelity MSCI Communication Services Index ETF | 0.83% | 0.87% | 0.77% | 1.04% | 0.90% | 0.68% | 0.86% | 2.78% | 7.54% | 2.25% | 2.92% | 2.69% |
Drawdowns
FMPTX vs. FCOM - Drawdown Comparison
The maximum FMPTX drawdown since its inception was -63.25%, which is greater than FCOM's maximum drawdown of -46.76%. Use the drawdown chart below to compare losses from any high point for FMPTX and FCOM. For additional features, visit the drawdowns tool.
Volatility
FMPTX vs. FCOM - Volatility Comparison
Fidelity Advisor Mid Cap Value Fund Class M (FMPTX) has a higher volatility of 4.06% compared to Fidelity MSCI Communication Services Index ETF (FCOM) at 3.60%. This indicates that FMPTX's price experiences larger fluctuations and is considered to be riskier than FCOM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.