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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSOAX or FMCDX.
Correlation
The correlation between FSOAX and FMCDX 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.
Performance
FSOAX vs. FMCDX - Performance Comparison
Key characteristics
FSOAX:
0.21
FMCDX:
1.13
FSOAX:
0.38
FMCDX:
1.61
FSOAX:
1.06
FMCDX:
1.20
FSOAX:
0.20
FMCDX:
0.80
FSOAX:
0.73
FMCDX:
4.70
FSOAX:
5.41%
FMCDX:
3.87%
FSOAX:
18.87%
FMCDX:
16.17%
FSOAX:
-68.64%
FMCDX:
-64.22%
FSOAX:
-16.32%
FMCDX:
-9.30%
Returns By Period
In the year-to-date period, FSOAX achieves a 2.21% return, which is significantly lower than FMCDX's 4.27% return. Over the past 10 years, FSOAX has underperformed FMCDX with an annualized return of 2.58%, while FMCDX has yielded a comparatively higher 4.71% annualized return.
FSOAX
2.21%
-8.06%
-6.11%
3.61%
6.78%
2.58%
FMCDX
4.27%
1.81%
5.56%
17.34%
4.35%
4.71%
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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.
Risk-Adjusted Performance
FSOAX vs. FMCDX — Risk-Adjusted Performance Rank
FSOAX
FMCDX
FSOAX vs. FMCDX - Risk-Adjusted Performance 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.
Dividends
FSOAX vs. FMCDX - Dividend Comparison
FSOAX's dividend yield for the trailing twelve months is around 0.90%, more than FMCDX's 0.34% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSOAX Fidelity Advisor Value Strategies Fund Class A | 0.90% | 0.92% | 0.60% | 0.72% | 0.91% | 0.82% | 1.41% | 1.14% | 1.42% | 1.67% | 1.07% | 0.79% |
FMCDX Fidelity Advisor Stock Selector Mid Cap Fund Class A | 0.34% | 0.35% | 0.61% | 0.53% | 0.50% | 0.88% | 0.59% | 0.88% | 0.28% | 0.84% | 7.63% | 0.00% |
Drawdowns
FSOAX vs. FMCDX - Drawdown Comparison
The maximum FSOAX drawdown since its inception was -68.64%, which is greater than FMCDX's maximum drawdown of -64.22%. Use the drawdown chart below to compare losses from any high point for FSOAX and FMCDX. For additional features, visit the drawdowns tool.
Volatility
FSOAX vs. FMCDX - Volatility Comparison
Fidelity Advisor Value Strategies Fund Class A (FSOAX) has a higher volatility of 12.09% compared to Fidelity Advisor Stock Selector Mid Cap Fund Class A (FMCDX) at 6.04%. This indicates that FSOAX's price experiences larger fluctuations and is considered to be riskier than FMCDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.