FZAMX vs. VNVYX
Compare and contrast key facts about Fidelity Advisor Mid Cap II Fund Class Z (FZAMX) and Natixis Funds Trust II Vaughan Nelson Mid Cap Fund (VNVYX).
FZAMX is managed by Fidelity. It was launched on Aug 13, 2013. VNVYX is managed by Natixis. It was launched on Oct 31, 2008.
Performance
FZAMX vs. VNVYX - Performance Comparison
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FZAMX vs. VNVYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FZAMX Fidelity Advisor Mid Cap II Fund Class Z | 4.96% | 12.00% | 17.39% | 15.15% | -14.70% | 25.40% | 18.84% | 23.85% | -14.85% | 20.78% |
VNVYX Natixis Funds Trust II Vaughan Nelson Mid Cap Fund | 2.58% | 12.17% | 19.45% | 16.53% | -10.59% | 21.82% | 10.92% | 30.53% | -15.98% | 13.21% |
Returns By Period
In the year-to-date period, FZAMX achieves a 4.96% return, which is significantly higher than VNVYX's 2.58% return. Over the past 10 years, FZAMX has outperformed VNVYX with an annualized return of 11.15%, while VNVYX has yielded a comparatively lower 9.93% annualized return.
FZAMX
- 1D
- 3.58%
- 1M
- -6.54%
- YTD
- 4.96%
- 6M
- 9.33%
- 1Y
- 25.77%
- 3Y*
- 15.44%
- 5Y*
- 8.62%
- 10Y*
- 11.15%
VNVYX
- 1D
- 4.06%
- 1M
- -7.45%
- YTD
- 2.58%
- 6M
- 4.68%
- 1Y
- 20.53%
- 3Y*
- 16.48%
- 5Y*
- 9.21%
- 10Y*
- 9.93%
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FZAMX vs. VNVYX - Expense Ratio Comparison
FZAMX has a 0.61% expense ratio, which is lower than VNVYX's 0.90% expense ratio.
Return for Risk
FZAMX vs. VNVYX — Risk / Return Rank
FZAMX
VNVYX
FZAMX vs. VNVYX - 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 Natixis Funds Trust II Vaughan Nelson Mid Cap Fund (VNVYX). 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 | VNVYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.18 | 1.07 | +0.11 |
Sortino ratioReturn per unit of downside risk | 1.70 | 1.63 | +0.07 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.21 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.78 | 0.35 | +1.43 |
Martin ratioReturn relative to average drawdown | 7.84 | 1.07 | +6.78 |
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 | VNVYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.18 | 1.07 | +0.11 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.43 | 0.51 | -0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.54 | 0.50 | +0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 0.55 | -0.03 |
Correlation
The correlation between FZAMX and VNVYX is 0.90, 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. VNVYX - Dividend Comparison
FZAMX's dividend yield for the trailing twelve months is around 6.71%, less than VNVYX's 43.89% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FZAMX Fidelity Advisor Mid Cap II Fund Class Z | 6.71% | 10.09% | 6.93% | 2.83% | 5.86% | 18.58% | 1.41% | 3.50% | 10.72% | 7.81% | 5.00% | 4.90% |
VNVYX Natixis Funds Trust II Vaughan Nelson Mid Cap Fund | 43.89% | 45.02% | 11.91% | 0.53% | 3.46% | 16.14% | 12.25% | 1.07% | 9.78% | 2.71% | 3.33% | 2.58% |
Drawdowns
FZAMX vs. VNVYX - Drawdown Comparison
The maximum FZAMX drawdown since its inception was -42.32%, roughly equal to the maximum VNVYX drawdown of -42.81%. Use the drawdown chart below to compare losses from any high point for FZAMX and VNVYX.
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Drawdown Indicators
| FZAMX | VNVYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.32% | -42.81% | +0.49% |
Max Drawdown (1Y)Largest decline over 1 year | -14.82% | -12.83% | -1.99% |
Max Drawdown (5Y)Largest decline over 5 years | -25.24% | -22.60% | -2.64% |
Max Drawdown (10Y)Largest decline over 10 years | -42.32% | -42.81% | +0.49% |
Current DrawdownCurrent decline from peak | -6.54% | -8.63% | +2.09% |
Average DrawdownAverage peak-to-trough decline | -6.14% | -6.28% | +0.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.37% | 7.10% | -3.73% |
Volatility
FZAMX vs. VNVYX - Volatility Comparison
Fidelity Advisor Mid Cap II Fund Class Z (FZAMX) has a higher volatility of 8.54% compared to Natixis Funds Trust II Vaughan Nelson Mid Cap Fund (VNVYX) at 7.45%. This indicates that FZAMX's price experiences larger fluctuations and is considered to be riskier than VNVYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FZAMX | VNVYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.54% | 7.45% | +1.09% |
Volatility (6M)Calculated over the trailing 6-month period | 13.88% | 14.64% | -0.76% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.30% | 24.50% | -2.20% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.18% | 18.90% | +1.28% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.88% | 20.53% | +0.35% |