FSOAX vs. FMCDX
Compare and contrast key facts about Fidelity Advisor Value Strategies Fund Class A (FSOAX) and Fidelity Advisor Stock Selector Mid Cap Fund Class A (FMCDX).
FSOAX is managed by Fidelity. It was launched on Sep 3, 1996. FMCDX is managed by Fidelity. It was launched on Sep 3, 1996.
Performance
FSOAX vs. FMCDX - Performance Comparison
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FSOAX vs. FMCDX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FSOAX Fidelity Advisor Value Strategies Fund Class A | 3.38% | -2.17% | -3.64% | 20.24% | -7.61% | 32.95% | 7.95% | 34.16% | -17.02% | 17.21% |
FMCDX Fidelity Advisor Stock Selector Mid Cap Fund Class A | 0.99% | 10.17% | 8.89% | 16.86% | -14.11% | 22.92% | 12.77% | 29.26% | -7.82% | 19.57% |
Returns By Period
In the year-to-date period, FSOAX achieves a 3.38% return, which is significantly higher than FMCDX's 0.99% return. Over the past 10 years, FSOAX has underperformed FMCDX with an annualized return of 8.30%, while FMCDX has yielded a comparatively higher 10.22% annualized return.
FSOAX
- 1D
- -0.87%
- 1M
- -8.93%
- YTD
- 3.38%
- 6M
- -2.14%
- 1Y
- 9.87%
- 3Y*
- 5.02%
- 5Y*
- 4.27%
- 10Y*
- 8.30%
FMCDX
- 1D
- -0.85%
- 1M
- -7.86%
- YTD
- 0.99%
- 6M
- 4.19%
- 1Y
- 16.54%
- 3Y*
- 10.44%
- 5Y*
- 5.81%
- 10Y*
- 10.22%
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FSOAX vs. FMCDX - Expense Ratio Comparison
FSOAX has a 1.13% expense ratio, which is higher than FMCDX's 1.05% expense ratio.
Return for Risk
FSOAX vs. FMCDX — Risk / Return Rank
FSOAX
FMCDX
FSOAX vs. FMCDX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Value Strategies Fund Class A (FSOAX) and Fidelity Advisor Stock Selector Mid Cap Fund Class A (FMCDX). 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.
| FSOAX | FMCDX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.41 | 0.80 | -0.39 |
Sortino ratioReturn per unit of downside risk | 0.71 | 1.25 | -0.54 |
Omega ratioGain probability vs. loss probability | 1.10 | 1.17 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 0.50 | 1.02 | -0.52 |
Martin ratioReturn relative to average drawdown | 1.81 | 4.54 | -2.72 |
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
| FSOAX | FMCDX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.41 | 0.80 | -0.39 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.20 | 0.29 | -0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.37 | 0.49 | -0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.48 | -0.10 |
Correlation
The correlation between FSOAX and FMCDX is 0.89, 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
FSOAX vs. FMCDX - Dividend Comparison
FSOAX has not paid dividends to shareholders, while FMCDX's dividend yield for the trailing twelve months is around 8.50%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSOAX Fidelity Advisor Value Strategies Fund Class A | 0.00% | 0.00% | 0.00% | 2.90% | 2.43% | 8.70% | 0.82% | 5.59% | 17.03% | 7.64% | 22.64% | 1.10% |
FMCDX Fidelity Advisor Stock Selector Mid Cap Fund Class A | 8.50% | 8.58% | 0.00% | 0.61% | 10.14% | 13.43% | 2.25% | 4.16% | 21.85% | 4.30% | 1.03% | 9.17% |
Drawdowns
FSOAX vs. FMCDX - Drawdown Comparison
The maximum FSOAX drawdown since its inception was -70.02%, which is greater than FMCDX's maximum drawdown of -65.00%. Use the drawdown chart below to compare losses from any high point for FSOAX and FMCDX.
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Drawdown Indicators
| FSOAX | FMCDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -70.02% | -65.00% | -5.02% |
Max Drawdown (1Y)Largest decline over 1 year | -15.26% | -14.31% | -0.95% |
Max Drawdown (5Y)Largest decline over 5 years | -35.33% | -25.19% | -10.14% |
Max Drawdown (10Y)Largest decline over 10 years | -47.99% | -43.40% | -4.59% |
Current DrawdownCurrent decline from peak | -17.87% | -8.70% | -9.17% |
Average DrawdownAverage peak-to-trough decline | -10.00% | -10.69% | +0.69% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.24% | 3.23% | +1.01% |
Volatility
FSOAX vs. FMCDX - Volatility Comparison
The current volatility for Fidelity Advisor Value Strategies Fund Class A (FSOAX) is 5.24%, while Fidelity Advisor Stock Selector Mid Cap Fund Class A (FMCDX) has a volatility of 6.40%. This indicates that FSOAX experiences smaller price fluctuations and is considered to be less risky than FMCDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FSOAX | FMCDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.24% | 6.40% | -1.16% |
Volatility (6M)Calculated over the trailing 6-month period | 16.23% | 12.05% | +4.18% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.58% | 21.22% | +3.36% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.20% | 19.92% | +1.28% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.24% | 20.93% | +1.31% |