FSOAX vs. HWMIX
Compare and contrast key facts about Fidelity Advisor Value Strategies Fund Class A (FSOAX) and Hotchkis & Wiley Mid-Cap Value Fund (HWMIX).
FSOAX is managed by Fidelity. It was launched on Sep 3, 1996. HWMIX is managed by Hotchkis & Wiley. It was launched on Jan 2, 1997.
Performance
FSOAX vs. HWMIX - Performance Comparison
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FSOAX vs. HWMIX - 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% |
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, FSOAX achieves a 3.38% return, which is significantly lower than HWMIX's 5.14% return. Over the past 10 years, FSOAX has underperformed HWMIX with an annualized return of 8.30%, while HWMIX has yielded a comparatively higher 8.92% annualized return.
FSOAX
- 1D
- -0.87%
- 1M
- -8.97%
- YTD
- 3.38%
- 6M
- -3.21%
- 1Y
- 9.15%
- 3Y*
- 5.02%
- 5Y*
- 4.27%
- 10Y*
- 8.30%
HWMIX
- 1D
- -0.11%
- 1M
- -3.52%
- YTD
- 5.14%
- 6M
- 7.33%
- 1Y
- 20.30%
- 3Y*
- 11.45%
- 5Y*
- 9.65%
- 10Y*
- 8.92%
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FSOAX vs. HWMIX - Expense Ratio Comparison
FSOAX has a 1.13% expense ratio, which is higher than HWMIX's 1.01% expense ratio.
Return for Risk
FSOAX vs. HWMIX — Risk / Return Rank
FSOAX
HWMIX
FSOAX vs. HWMIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Value Strategies Fund Class A (FSOAX) 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.
| FSOAX | HWMIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.41 | 0.88 | -0.47 |
Sortino ratioReturn per unit of downside risk | 0.71 | 1.36 | -0.65 |
Omega ratioGain probability vs. loss probability | 1.10 | 1.20 | -0.10 |
Calmar ratioReturn relative to maximum drawdown | 0.50 | 1.11 | -0.61 |
Martin ratioReturn relative to average drawdown | 1.81 | 4.53 | -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 | HWMIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.41 | 0.88 | -0.47 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.20 | 0.43 | -0.23 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.37 | 0.35 | +0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.47 | -0.09 |
Correlation
The correlation between FSOAX and HWMIX is 0.87, 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. HWMIX - Dividend Comparison
FSOAX has not paid dividends to shareholders, while HWMIX's dividend yield for the trailing twelve months is around 1.32%.
| 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% |
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
FSOAX vs. HWMIX - Drawdown Comparison
The maximum FSOAX drawdown since its inception was -70.02%, roughly equal to the maximum HWMIX drawdown of -69.84%. Use the drawdown chart below to compare losses from any high point for FSOAX and HWMIX.
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Drawdown Indicators
| FSOAX | HWMIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -70.02% | -69.84% | -0.18% |
Max Drawdown (1Y)Largest decline over 1 year | -15.26% | -16.87% | +1.61% |
Max Drawdown (5Y)Largest decline over 5 years | -35.33% | -25.90% | -9.43% |
Max Drawdown (10Y)Largest decline over 10 years | -47.99% | -63.21% | +15.22% |
Current DrawdownCurrent decline from peak | -17.87% | -4.77% | -13.10% |
Average DrawdownAverage peak-to-trough decline | -10.00% | -10.89% | +0.89% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.24% | 4.14% | +0.10% |
Volatility
FSOAX vs. HWMIX - Volatility Comparison
Fidelity Advisor Value Strategies Fund Class A (FSOAX) has a higher volatility of 5.24% compared to Hotchkis & Wiley Mid-Cap Value Fund (HWMIX) at 3.97%. This indicates that FSOAX'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
| FSOAX | HWMIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.24% | 3.97% | +1.27% |
Volatility (6M)Calculated over the trailing 6-month period | 16.23% | 12.35% | +3.88% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.58% | 23.86% | +0.72% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.20% | 22.33% | -1.13% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.24% | 25.61% | -3.37% |