GTSGX vs. FITIX
Compare and contrast key facts about Madison Mid Cap Fund (GTSGX) and Fidelity Advisor Mid Cap II Fund Class M (FITIX).
GTSGX is managed by Madison Funds. It was launched on Jul 21, 1983. FITIX is managed by Fidelity. It was launched on Aug 12, 2004.
Performance
GTSGX vs. FITIX - Performance Comparison
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GTSGX vs. FITIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
GTSGX Madison Mid Cap Fund | -6.46% | 1.62% | 10.24% | 26.51% | -13.60% | 26.31% | 9.45% | 33.53% | -1.60% | 15.65% |
FITIX Fidelity Advisor Mid Cap II Fund Class M | 1.16% | 11.29% | 22.41% | 14.40% | -15.22% | 24.61% | 18.05% | 23.04% | -15.37% | 19.97% |
Returns By Period
In the year-to-date period, GTSGX achieves a -6.46% return, which is significantly lower than FITIX's 1.16% return. Over the past 10 years, GTSGX has underperformed FITIX with an annualized return of 9.90%, while FITIX has yielded a comparatively higher 11.01% annualized return.
GTSGX
- 1D
- 0.00%
- 1M
- -9.39%
- YTD
- -6.46%
- 6M
- -7.55%
- 1Y
- -0.83%
- 3Y*
- 7.99%
- 5Y*
- 6.52%
- 10Y*
- 9.90%
FITIX
- 1D
- -1.46%
- 1M
- -8.88%
- YTD
- 1.16%
- 6M
- 5.29%
- 1Y
- 21.13%
- 3Y*
- 15.20%
- 5Y*
- 8.50%
- 10Y*
- 11.01%
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GTSGX vs. FITIX - Expense Ratio Comparison
GTSGX has a 0.95% expense ratio, which is lower than FITIX's 1.25% expense ratio.
Return for Risk
GTSGX vs. FITIX — Risk / Return Rank
GTSGX
FITIX
GTSGX vs. FITIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Madison Mid Cap Fund (GTSGX) and Fidelity Advisor Mid Cap II Fund Class M (FITIX). 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.
| GTSGX | FITIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.02 | 0.97 | -0.98 |
Sortino ratioReturn per unit of downside risk | 0.12 | 1.42 | -1.31 |
Omega ratioGain probability vs. loss probability | 1.01 | 1.21 | -0.19 |
Calmar ratioReturn relative to maximum drawdown | -0.17 | 1.27 | -1.44 |
Martin ratioReturn relative to average drawdown | -0.50 | 5.59 | -6.10 |
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
| GTSGX | FITIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.02 | 0.97 | -0.98 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.38 | 0.42 | -0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.55 | 0.53 | +0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.14 | 0.50 | -0.36 |
Correlation
The correlation between GTSGX and FITIX 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
GTSGX vs. FITIX - Dividend Comparison
GTSGX's dividend yield for the trailing twelve months is around 3.60%, less than FITIX's 7.35% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GTSGX Madison Mid Cap Fund | 3.60% | 3.37% | 5.76% | 1.25% | 1.96% | 4.38% | 3.43% | 3.74% | 7.57% | 3.58% | 4.34% | 6.09% |
FITIX Fidelity Advisor Mid Cap II Fund Class M | 7.35% | 10.82% | 11.68% | 2.52% | 5.82% | 19.35% | 1.01% | 3.07% | 10.58% | 7.57% | 9.20% | 4.84% |
Drawdowns
GTSGX vs. FITIX - Drawdown Comparison
The maximum GTSGX drawdown since its inception was -73.82%, which is greater than FITIX's maximum drawdown of -53.22%. Use the drawdown chart below to compare losses from any high point for GTSGX and FITIX.
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Drawdown Indicators
| GTSGX | FITIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -73.82% | -53.22% | -20.60% |
Max Drawdown (1Y)Largest decline over 1 year | -11.99% | -14.86% | +2.87% |
Max Drawdown (5Y)Largest decline over 5 years | -21.94% | -25.10% | +3.16% |
Max Drawdown (10Y)Largest decline over 10 years | -38.25% | -42.59% | +4.34% |
Current DrawdownCurrent decline from peak | -11.99% | -9.87% | -2.12% |
Average DrawdownAverage peak-to-trough decline | -29.79% | -8.11% | -21.68% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.02% | 3.37% | +0.65% |
Volatility
GTSGX vs. FITIX - Volatility Comparison
The current volatility for Madison Mid Cap Fund (GTSGX) is 3.88%, while Fidelity Advisor Mid Cap II Fund Class M (FITIX) has a volatility of 7.69%. This indicates that GTSGX experiences smaller price fluctuations and is considered to be less risky than FITIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| GTSGX | FITIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.88% | 7.69% | -3.81% |
Volatility (6M)Calculated over the trailing 6-month period | 9.91% | 13.44% | -3.53% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.95% | 22.10% | -3.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.33% | 20.45% | -3.12% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.00% | 21.05% | -3.05% |