MASPX vs. FZAMX
MASPX (BlackRock Advantage SMID Cap Fund, Inc.) and FZAMX (Fidelity Advisor Mid Cap II Fund Class Z) are both Mid Cap Blend Equities funds. Over the past 10 years, MASPX returned 11.85%/yr vs 12.19%/yr for FZAMX. Their correlation of 0.94 means they have usually moved in the same direction. MASPX charges 0.48%/yr vs 0.61%/yr for FZAMX.
Performance
MASPX vs. FZAMX - Performance Comparison
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Returns By Period
The year-to-date returns for both investments are quite close, with MASPX having a 21.26% return and FZAMX slightly higher at 21.69%. Both investments have delivered pretty close results over the past 10 years, with MASPX having a 11.85% annualized return and FZAMX not far ahead at 12.19%.
MASPX
- 1D
- 1.09%
- 1M
- -1.44%
- 6M
- 16.13%
- YTD
- 21.26%
- 1Y
- 36.02%
- 3Y*
- 16.76%
- 5Y*
- 9.21%
- 10Y*
- 11.85%
- ALL TIME*
- 12.52%
FZAMX
- 1D
- 1.77%
- 1M
- -2.80%
- 6M
- 15.92%
- YTD
- 21.69%
- 1Y
- 34.39%
- 3Y*
- 17.98%
- 5Y*
- 11.32%
- 10Y*
- 12.19%
- ALL TIME*
- 11.23%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
MASPX vs. FZAMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MASPX BlackRock Advantage SMID Cap Fund, Inc. | 21.26% | 11.36% | 12.11% | 18.89% | -15.73% | 13.56% | 19.79% | 28.86% | -6.52% | 8.80% |
FZAMX Fidelity Advisor Mid Cap II Fund Class Z | 21.69% | 12.00% | 17.39% | 15.15% | -14.70% | 25.40% | 18.84% | 23.85% | -14.85% | 20.78% |
Correlation
The correlation between MASPX and FZAMX is 0.95, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.95 |
Correlation (3Y) Balances recent behavior with more history. | 0.95 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.96 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.95 |
Correlation (All Time) Calculated using the full available price history since Aug 20, 2013 | 0.94 |
The correlation between MASPX and FZAMX has been stable across timeframes, ranging from 0.94 to 0.96 - a consistent structural relationship.
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Return for Risk
MASPX vs. FZAMX — Risk / Return Rank
MASPX
FZAMX
MASPX vs. FZAMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Advantage SMID Cap Fund, Inc. (MASPX) and Fidelity Advisor Mid Cap II Fund Class Z (FZAMX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| MASPX | FZAMX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.08 | ||
| Sortino ratioReturn per unit of downside risk | +0.11 | ||
| Omega ratioGain probability vs. loss probability | 1.31 | 1.30 | +0.01 |
| Calmar ratioReturn relative to maximum drawdown | 3.86 | 3.24 | +0.62 |
| Martin ratioReturn relative to average drawdown | 14.18 | 11.76 | +2.41 |
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Drawdowns
MASPX vs. FZAMX - Drawdown Comparison
The maximum MASPX drawdown since its inception was -63.74%, which is greater than FZAMX's maximum drawdown of -42.32%. Use the drawdown chart below to compare losses from any high point for MASPX and FZAMX.
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Drawdown Indicators
| MASPX | FZAMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.74% | -42.32% | -21.42% |
Max Drawdown (1Y)Largest decline over 1 year | -8.38% | -9.77% | +1.39% |
Max Drawdown (3Y)Largest decline over 3 years | -25.41% | -25.24% | -0.17% |
Max Drawdown (5Y)Largest decline over 5 years | -26.87% | -25.24% | -1.63% |
Max Drawdown (10Y)Largest decline over 10 years | -34.82% | -42.32% | +7.50% |
Current DrawdownCurrent decline from peak | -2.60% | -5.39% | +2.79% |
Average DrawdownAverage peak-to-trough decline | -9.83% | -6.03% | -3.80% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.29% | 2.69% | -0.40% |
Volatility
MASPX vs. FZAMX - Volatility Comparison
The current volatility for BlackRock Advantage SMID Cap Fund, Inc. (MASPX) is 3.42%, while Fidelity Advisor Mid Cap II Fund Class Z (FZAMX) has a volatility of 4.56%. This indicates that MASPX experiences smaller price fluctuations and is considered to be less risky than FZAMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MASPX | FZAMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.42% | 4.56% | -1.14% |
Volatility (6M)Calculated over the trailing 6-month period | 13.45% | 14.46% | -1.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.78% | 18.14% | -0.36% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.20% | 20.27% | +0.93% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.90% | 20.91% | -0.01% |
MASPX vs. FZAMX - Expense Ratio Comparison
MASPX has a 0.48% expense ratio, which is lower than FZAMX's 0.61% expense ratio.
Dividends
MASPX vs. FZAMX - Dividend Comparison
MASPX's dividend yield for the trailing twelve months is around 3.91%, less than FZAMX's 5.79% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FZAMX Fidelity Advisor Mid Cap II Fund Class Z | 5.79% | 10.09% | 6.93% | 2.83% | 5.86% | 18.58% | 1.41% | 3.50% | 10.72% | 7.81% | 5.00% | 4.90% |
MASPX BlackRock Advantage SMID Cap Fund, Inc. | 3.91% | 5.09% | 1.41% | 0.95% | 2.04% | 40.63% | 4.79% | 2.73% | 27.75% | 16.25% | 3.40% | 3.26% |
Frequently Asked Questions
With a correlation of 0.95, MASPX and FZAMX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
FZAMX has higher volatility (4.56%) compared to MASPX (3.42%). In terms of maximum drawdown, MASPX dropped -63.74% vs FZAMX's -42.32%.
MASPX currently has the higher Sharpe Ratio (1.82 vs 1.75), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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