FSOAX vs. SMVTX
Compare and contrast key facts about Fidelity Advisor Value Strategies Fund Class A (FSOAX) and Virtus Ceredex Mid-Cap Value Equity Fund (SMVTX).
FSOAX is managed by Fidelity. It was launched on Sep 3, 1996. SMVTX is managed by Virtus. It was launched on Nov 30, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSOAX or SMVTX.
Correlation
The correlation between FSOAX and SMVTX is 0.88, 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. SMVTX - Performance Comparison
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Key characteristics
FSOAX:
-0.52
SMVTX:
0.06
FSOAX:
-0.57
SMVTX:
0.22
FSOAX:
0.92
SMVTX:
1.03
FSOAX:
-0.36
SMVTX:
0.04
FSOAX:
-0.88
SMVTX:
0.15
FSOAX:
14.32%
SMVTX:
6.57%
FSOAX:
24.48%
SMVTX:
22.23%
FSOAX:
-68.95%
SMVTX:
-62.88%
FSOAX:
-21.87%
SMVTX:
-6.71%
Returns By Period
In the year-to-date period, FSOAX achieves a -4.56% return, which is significantly lower than SMVTX's -0.25% return. Over the past 10 years, FSOAX has underperformed SMVTX with an annualized return of 0.91%, while SMVTX has yielded a comparatively higher 6.33% annualized return.
FSOAX
-4.56%
13.11%
-19.21%
-12.67%
13.61%
0.91%
SMVTX
-0.25%
12.92%
-4.57%
1.24%
13.50%
6.33%
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FSOAX vs. SMVTX - Expense Ratio Comparison
FSOAX has a 1.13% expense ratio, which is higher than SMVTX's 0.99% expense ratio.
Risk-Adjusted Performance
FSOAX vs. SMVTX — Risk-Adjusted Performance Rank
FSOAX
SMVTX
FSOAX vs. SMVTX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Value Strategies Fund Class A (FSOAX) and Virtus Ceredex Mid-Cap Value Equity Fund (SMVTX). 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.
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Dividends
FSOAX vs. SMVTX - Dividend Comparison
FSOAX's dividend yield for the trailing twelve months is around 0.97%, less than SMVTX's 8.02% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSOAX Fidelity Advisor Value Strategies Fund Class A | 0.97% | 0.92% | 0.60% | 0.72% | 0.91% | 0.82% | 1.41% | 1.14% | 1.42% | 1.67% | 1.07% | 0.79% |
SMVTX Virtus Ceredex Mid-Cap Value Equity Fund | 8.02% | 8.00% | 1.16% | 6.75% | 18.53% | 2.52% | 5.82% | 14.47% | 20.86% | 1.26% | 1.28% | 0.90% |
Drawdowns
FSOAX vs. SMVTX - Drawdown Comparison
The maximum FSOAX drawdown since its inception was -68.95%, which is greater than SMVTX's maximum drawdown of -62.88%. Use the drawdown chart below to compare losses from any high point for FSOAX and SMVTX. For additional features, visit the drawdowns tool.
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Volatility
FSOAX vs. SMVTX - Volatility Comparison
Fidelity Advisor Value Strategies Fund Class A (FSOAX) has a higher volatility of 6.46% compared to Virtus Ceredex Mid-Cap Value Equity Fund (SMVTX) at 5.78%. This indicates that FSOAX's price experiences larger fluctuations and is considered to be riskier than SMVTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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