MYISX vs. FMPOX
Compare and contrast key facts about Victory Integrity Small/Mid-Cap Value Fund (MYISX) and Fidelity Advisor Mid Cap Value Fund Class I (FMPOX).
MYISX is managed by Victory. It was launched on Jul 1, 2011. FMPOX is managed by Fidelity. It was launched on Feb 13, 2007.
Performance
MYISX vs. FMPOX - Performance Comparison
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MYISX vs. FMPOX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MYISX Victory Integrity Small/Mid-Cap Value Fund | -0.76% | 9.47% | 9.54% | 14.54% | -7.99% | 33.19% | 4.93% | 25.44% | -17.64% | 18.39% |
FMPOX Fidelity Advisor Mid Cap Value Fund Class I | 0.59% | 13.02% | 14.48% | 22.51% | -10.62% | 33.96% | 0.95% | 23.61% | -18.93% | 17.03% |
Returns By Period
In the year-to-date period, MYISX achieves a -0.76% return, which is significantly lower than FMPOX's 0.59% return. Both investments have delivered pretty close results over the past 10 years, with MYISX having a 9.88% annualized return and FMPOX not far behind at 9.64%.
MYISX
- 1D
- -0.76%
- 1M
- -8.63%
- YTD
- -0.76%
- 6M
- 1.85%
- 1Y
- 16.11%
- 3Y*
- 9.75%
- 5Y*
- 6.90%
- 10Y*
- 9.88%
FMPOX
- 1D
- -1.08%
- 1M
- -9.30%
- YTD
- 0.59%
- 6M
- 5.72%
- 1Y
- 19.27%
- 3Y*
- 16.07%
- 5Y*
- 10.21%
- 10Y*
- 9.64%
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MYISX vs. FMPOX - Expense Ratio Comparison
MYISX has a 0.09% expense ratio, which is lower than FMPOX's 0.59% expense ratio.
Return for Risk
MYISX vs. FMPOX — Risk / Return Rank
MYISX
FMPOX
MYISX vs. FMPOX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Victory Integrity Small/Mid-Cap Value Fund (MYISX) and Fidelity Advisor Mid Cap Value Fund Class I (FMPOX). 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.
| MYISX | FMPOX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.79 | 0.92 | -0.14 |
Sortino ratioReturn per unit of downside risk | 1.23 | 1.42 | -0.20 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.19 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 0.99 | 1.20 | -0.21 |
Martin ratioReturn relative to average drawdown | 3.84 | 4.92 | -1.09 |
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
| MYISX | FMPOX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.79 | 0.92 | -0.14 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.33 | 0.51 | -0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.43 | 0.46 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.41 | 0.37 | +0.03 |
Correlation
The correlation between MYISX and FMPOX is 0.95, 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
MYISX vs. FMPOX - Dividend Comparison
MYISX's dividend yield for the trailing twelve months is around 4.38%, less than FMPOX's 7.80% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MYISX Victory Integrity Small/Mid-Cap Value Fund | 4.38% | 4.34% | 10.86% | 2.35% | 10.17% | 6.45% | 1.60% | 0.75% | 4.74% | 1.52% | 0.10% | 0.41% |
FMPOX Fidelity Advisor Mid Cap Value Fund Class I | 7.80% | 8.26% | 10.51% | 1.17% | 13.25% | 1.31% | 2.00% | 1.86% | 14.92% | 8.99% | 1.37% | 5.23% |
Drawdowns
MYISX vs. FMPOX - Drawdown Comparison
The maximum MYISX drawdown since its inception was -47.79%, smaller than the maximum FMPOX drawdown of -61.76%. Use the drawdown chart below to compare losses from any high point for MYISX and FMPOX.
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Drawdown Indicators
| MYISX | FMPOX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.79% | -61.76% | +13.97% |
Max Drawdown (1Y)Largest decline over 1 year | -14.73% | -14.75% | +0.02% |
Max Drawdown (5Y)Largest decline over 5 years | -26.51% | -23.74% | -2.77% |
Max Drawdown (10Y)Largest decline over 10 years | -47.79% | -45.11% | -2.68% |
Current DrawdownCurrent decline from peak | -9.63% | -10.29% | +0.66% |
Average DrawdownAverage peak-to-trough decline | -6.83% | -9.13% | +2.30% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.80% | 3.59% | +0.21% |
Volatility
MYISX vs. FMPOX - Volatility Comparison
The current volatility for Victory Integrity Small/Mid-Cap Value Fund (MYISX) is 5.25%, while Fidelity Advisor Mid Cap Value Fund Class I (FMPOX) has a volatility of 5.62%. This indicates that MYISX experiences smaller price fluctuations and is considered to be less risky than FMPOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MYISX | FMPOX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.25% | 5.62% | -0.37% |
Volatility (6M)Calculated over the trailing 6-month period | 11.40% | 11.76% | -0.36% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.40% | 21.47% | -0.07% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.23% | 20.12% | +1.11% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.25% | 21.05% | +2.20% |