NAMAX vs. FMPOX
Compare and contrast key facts about Columbia Select Mid Cap Value Fund (NAMAX) and Fidelity Advisor Mid Cap Value Fund Class I (FMPOX).
NAMAX is managed by Columbia. It was launched on Nov 20, 2001. FMPOX is managed by Fidelity. It was launched on Feb 13, 2007.
Performance
NAMAX vs. FMPOX - Performance Comparison
Loading graphics...
NAMAX vs. FMPOX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NAMAX Columbia Select Mid Cap Value Fund | 4.45% | 13.77% | 13.14% | 9.65% | -9.33% | 32.28% | 6.90% | 31.56% | -18.46% | 13.71% |
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, NAMAX achieves a 4.45% return, which is significantly higher than FMPOX's 0.59% return. Both investments have delivered pretty close results over the past 10 years, with NAMAX having a 10.00% annualized return and FMPOX not far behind at 9.64%.
NAMAX
- 1D
- -1.17%
- 1M
- -8.05%
- YTD
- 4.45%
- 6M
- 7.01%
- 1Y
- 21.96%
- 3Y*
- 13.59%
- 5Y*
- 9.26%
- 10Y*
- 10.00%
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%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
NAMAX vs. FMPOX - Expense Ratio Comparison
NAMAX has a 0.88% expense ratio, which is higher than FMPOX's 0.59% expense ratio.
Return for Risk
NAMAX vs. FMPOX — Risk / Return Rank
NAMAX
FMPOX
NAMAX vs. FMPOX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Select Mid Cap Value Fund (NAMAX) 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.
| NAMAX | FMPOX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.22 | 0.92 | +0.30 |
Sortino ratioReturn per unit of downside risk | 1.75 | 1.42 | +0.33 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.19 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.53 | 1.20 | +0.33 |
Martin ratioReturn relative to average drawdown | 6.72 | 4.92 | +1.80 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| NAMAX | FMPOX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.22 | 0.92 | +0.30 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.51 | 0.51 | 0.00 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.50 | 0.46 | +0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.37 | +0.08 |
Correlation
The correlation between NAMAX and FMPOX is 0.96, 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
NAMAX vs. FMPOX - Dividend Comparison
NAMAX's dividend yield for the trailing twelve months is around 6.40%, less than FMPOX's 7.80% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NAMAX Columbia Select Mid Cap Value Fund | 6.40% | 6.71% | 7.07% | 0.74% | 6.39% | 8.99% | 3.22% | 3.38% | 27.38% | 21.08% | 8.07% | 17.05% |
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
NAMAX vs. FMPOX - Drawdown Comparison
The maximum NAMAX drawdown since its inception was -60.44%, roughly equal to the maximum FMPOX drawdown of -61.76%. Use the drawdown chart below to compare losses from any high point for NAMAX and FMPOX.
Loading graphics...
Drawdown Indicators
| NAMAX | FMPOX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.44% | -61.76% | +1.32% |
Max Drawdown (1Y)Largest decline over 1 year | -13.67% | -14.75% | +1.08% |
Max Drawdown (5Y)Largest decline over 5 years | -20.90% | -23.74% | +2.84% |
Max Drawdown (10Y)Largest decline over 10 years | -43.24% | -45.11% | +1.87% |
Current DrawdownCurrent decline from peak | -8.49% | -10.29% | +1.80% |
Average DrawdownAverage peak-to-trough decline | -8.56% | -9.13% | +0.57% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.12% | 3.59% | -0.47% |
Volatility
NAMAX vs. FMPOX - Volatility Comparison
The current volatility for Columbia Select Mid Cap Value Fund (NAMAX) is 5.15%, while Fidelity Advisor Mid Cap Value Fund Class I (FMPOX) has a volatility of 5.62%. This indicates that NAMAX 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.
Loading graphics...
Volatility by Period
| NAMAX | FMPOX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.15% | 5.62% | -0.47% |
Volatility (6M)Calculated over the trailing 6-month period | 10.28% | 11.76% | -1.48% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.87% | 21.47% | -2.60% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.09% | 20.12% | -2.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.00% | 21.05% | -1.05% |