LLSCX vs. FITIX
Compare and contrast key facts about Longleaf Partners Small-Cap Fund (LLSCX) and Fidelity Advisor Mid Cap II Fund Class M (FITIX).
LLSCX is managed by Longleaf Partners. It was launched on Feb 21, 1989. FITIX is managed by Fidelity. It was launched on Aug 12, 2004.
Performance
LLSCX vs. FITIX - Performance Comparison
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LLSCX vs. FITIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LLSCX Longleaf Partners Small-Cap Fund | -3.68% | 7.56% | 9.69% | 20.17% | -19.25% | 11.18% | 4.17% | 27.74% | -6.52% | 9.07% |
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, LLSCX achieves a -3.68% return, which is significantly lower than FITIX's 1.16% return. Over the past 10 years, LLSCX has underperformed FITIX with an annualized return of 6.69%, while FITIX has yielded a comparatively higher 11.01% annualized return.
LLSCX
- 1D
- 0.61%
- 1M
- -3.81%
- YTD
- -3.68%
- 6M
- -2.59%
- 1Y
- 2.07%
- 3Y*
- 9.42%
- 5Y*
- 1.87%
- 10Y*
- 6.69%
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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LLSCX vs. FITIX - Expense Ratio Comparison
LLSCX has a 0.95% expense ratio, which is lower than FITIX's 1.25% expense ratio.
Return for Risk
LLSCX vs. FITIX — Risk / Return Rank
LLSCX
FITIX
LLSCX vs. FITIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Longleaf Partners Small-Cap Fund (LLSCX) 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.
| LLSCX | FITIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.15 | 0.97 | -0.82 |
Sortino ratioReturn per unit of downside risk | 0.32 | 1.42 | -1.10 |
Omega ratioGain probability vs. loss probability | 1.04 | 1.21 | -0.17 |
Calmar ratioReturn relative to maximum drawdown | 0.10 | 1.27 | -1.16 |
Martin ratioReturn relative to average drawdown | 0.30 | 5.59 | -5.30 |
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
| LLSCX | FITIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.15 | 0.97 | -0.82 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.11 | 0.42 | -0.31 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.27 | 0.53 | -0.25 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.51 | 0.50 | +0.02 |
Correlation
The correlation between LLSCX and FITIX is 0.81, 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
LLSCX vs. FITIX - Dividend Comparison
LLSCX's dividend yield for the trailing twelve months is around 1.22%, less than FITIX's 7.35% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LLSCX Longleaf Partners Small-Cap Fund | 1.22% | 1.17% | 0.11% | 0.94% | 1.20% | 0.82% | 5.85% | 14.89% | 18.13% | 8.43% | 18.01% | 5.91% |
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
LLSCX vs. FITIX - Drawdown Comparison
The maximum LLSCX drawdown since its inception was -63.97%, which is greater than FITIX's maximum drawdown of -53.22%. Use the drawdown chart below to compare losses from any high point for LLSCX and FITIX.
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Drawdown Indicators
| LLSCX | FITIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.97% | -53.22% | -10.75% |
Max Drawdown (1Y)Largest decline over 1 year | -10.47% | -14.86% | +4.39% |
Max Drawdown (5Y)Largest decline over 5 years | -28.37% | -25.10% | -3.27% |
Max Drawdown (10Y)Largest decline over 10 years | -42.23% | -42.59% | +0.36% |
Current DrawdownCurrent decline from peak | -7.92% | -9.87% | +1.95% |
Average DrawdownAverage peak-to-trough decline | -8.90% | -8.11% | -0.79% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.68% | 3.37% | +0.31% |
Volatility
LLSCX vs. FITIX - Volatility Comparison
The current volatility for Longleaf Partners Small-Cap Fund (LLSCX) is 3.90%, while Fidelity Advisor Mid Cap II Fund Class M (FITIX) has a volatility of 7.69%. This indicates that LLSCX 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
| LLSCX | FITIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.90% | 7.69% | -3.79% |
Volatility (6M)Calculated over the trailing 6-month period | 9.23% | 13.44% | -4.21% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.42% | 22.10% | -6.68% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.00% | 20.45% | -3.45% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.58% | 21.05% | +3.53% |