FZAMX vs. MISIX
Compare and contrast key facts about Fidelity Advisor Mid Cap II Fund Class Z (FZAMX) and Victory Trivalent International Small-Cap Fund Class I (MISIX).
FZAMX is managed by Fidelity. It was launched on Aug 13, 2013. MISIX is managed by Victory.
Performance
FZAMX vs. MISIX - Performance Comparison
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FZAMX vs. MISIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FZAMX Fidelity Advisor Mid Cap II Fund Class Z | 1.33% | 12.00% | 17.39% | 15.15% | -14.70% | 25.40% | 18.84% | 23.85% | -14.85% | 20.78% |
MISIX Victory Trivalent International Small-Cap Fund Class I | -0.70% | 42.00% | 4.70% | 15.49% | -23.13% | 12.41% | 15.42% | 27.88% | -20.20% | 37.14% |
Returns By Period
In the year-to-date period, FZAMX achieves a 1.33% return, which is significantly higher than MISIX's -0.70% return. Over the past 10 years, FZAMX has outperformed MISIX with an annualized return of 10.76%, while MISIX has yielded a comparatively lower 9.25% annualized return.
FZAMX
- 1D
- -1.43%
- 1M
- -8.81%
- YTD
- 1.33%
- 6M
- 5.63%
- 1Y
- 21.86%
- 3Y*
- 14.09%
- 5Y*
- 8.15%
- 10Y*
- 10.76%
MISIX
- 1D
- -0.60%
- 1M
- -13.84%
- YTD
- -0.70%
- 6M
- 4.64%
- 1Y
- 33.88%
- 3Y*
- 16.76%
- 5Y*
- 7.07%
- 10Y*
- 9.25%
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FZAMX vs. MISIX - Expense Ratio Comparison
FZAMX has a 0.61% expense ratio, which is lower than MISIX's 0.97% expense ratio.
Return for Risk
FZAMX vs. MISIX — Risk / Return Rank
FZAMX
MISIX
FZAMX vs. MISIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Mid Cap II Fund Class Z (FZAMX) and Victory Trivalent International Small-Cap Fund Class I (MISIX). 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.
| FZAMX | MISIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.00 | 1.97 | -0.97 |
Sortino ratioReturn per unit of downside risk | 1.47 | 2.54 | -1.07 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.39 | -0.18 |
Calmar ratioReturn relative to maximum drawdown | 1.32 | 2.24 | -0.91 |
Martin ratioReturn relative to average drawdown | 5.87 | 9.80 | -3.93 |
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
| FZAMX | MISIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.00 | 1.97 | -0.97 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.41 | 0.40 | +0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.52 | 0.52 | 0.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.50 | 0.31 | +0.19 |
Correlation
The correlation between FZAMX and MISIX is 0.73, 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
FZAMX vs. MISIX - Dividend Comparison
FZAMX's dividend yield for the trailing twelve months is around 6.96%, more than MISIX's 6.09% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FZAMX Fidelity Advisor Mid Cap II Fund Class Z | 6.96% | 10.09% | 6.93% | 2.83% | 5.86% | 18.58% | 1.41% | 3.50% | 10.72% | 7.81% | 5.00% | 4.90% |
MISIX Victory Trivalent International Small-Cap Fund Class I | 6.09% | 6.05% | 2.27% | 1.90% | 1.12% | 8.61% | 0.41% | 1.99% | 3.59% | 1.85% | 1.56% | 1.21% |
Drawdowns
FZAMX vs. MISIX - Drawdown Comparison
The maximum FZAMX drawdown since its inception was -42.32%, smaller than the maximum MISIX drawdown of -67.61%. Use the drawdown chart below to compare losses from any high point for FZAMX and MISIX.
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Drawdown Indicators
| FZAMX | MISIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.32% | -67.61% | +25.29% |
Max Drawdown (1Y)Largest decline over 1 year | -14.82% | -13.84% | -0.98% |
Max Drawdown (5Y)Largest decline over 5 years | -25.24% | -37.69% | +12.45% |
Max Drawdown (10Y)Largest decline over 10 years | -42.32% | -41.82% | -0.50% |
Current DrawdownCurrent decline from peak | -9.77% | -13.84% | +4.07% |
Average DrawdownAverage peak-to-trough decline | -6.14% | -16.99% | +10.85% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.34% | 3.16% | +0.18% |
Volatility
FZAMX vs. MISIX - Volatility Comparison
Fidelity Advisor Mid Cap II Fund Class Z (FZAMX) has a higher volatility of 7.69% compared to Victory Trivalent International Small-Cap Fund Class I (MISIX) at 6.80%. This indicates that FZAMX's price experiences larger fluctuations and is considered to be riskier than MISIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FZAMX | MISIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.69% | 6.80% | +0.89% |
Volatility (6M)Calculated over the trailing 6-month period | 13.44% | 11.32% | +2.12% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.07% | 16.62% | +5.45% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.12% | 17.68% | +2.44% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.85% | 17.78% | +3.07% |