NMAVX vs. FMPOX
Compare and contrast key facts about Nuance Mid Cap Value Fund (NMAVX) and Fidelity Advisor Mid Cap Value Fund Class I (FMPOX).
NMAVX is managed by Nuance Investments. It was launched on Dec 31, 2013. FMPOX is managed by Fidelity. It was launched on Feb 13, 2007.
Performance
NMAVX vs. FMPOX - Performance Comparison
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NMAVX vs. FMPOX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NMAVX Nuance Mid Cap Value Fund | 1.05% | 1.91% | 5.20% | 6.44% | -5.26% | 11.10% | 4.41% | 30.71% | -5.44% | 14.81% |
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, NMAVX achieves a 1.05% return, which is significantly higher than FMPOX's 0.59% return. Over the past 10 years, NMAVX has underperformed FMPOX with an annualized return of 7.57%, while FMPOX has yielded a comparatively higher 9.64% annualized return.
NMAVX
- 1D
- 0.48%
- 1M
- -8.71%
- YTD
- 1.05%
- 6M
- 3.78%
- 1Y
- 9.27%
- 3Y*
- 3.77%
- 5Y*
- 2.94%
- 10Y*
- 7.57%
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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NMAVX vs. FMPOX - Expense Ratio Comparison
NMAVX has a 1.22% expense ratio, which is higher than FMPOX's 0.59% expense ratio.
Return for Risk
NMAVX vs. FMPOX — Risk / Return Rank
NMAVX
FMPOX
NMAVX vs. FMPOX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Nuance Mid Cap Value Fund (NMAVX) 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.
| NMAVX | FMPOX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.68 | 0.92 | -0.24 |
Sortino ratioReturn per unit of downside risk | 1.10 | 1.42 | -0.32 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.19 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 0.70 | 1.20 | -0.50 |
Martin ratioReturn relative to average drawdown | 2.21 | 4.92 | -2.71 |
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
| NMAVX | FMPOX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.68 | 0.92 | -0.24 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.22 | 0.51 | -0.29 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.50 | 0.46 | +0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.50 | 0.37 | +0.13 |
Correlation
The correlation between NMAVX and FMPOX is 0.84, 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
NMAVX vs. FMPOX - Dividend Comparison
NMAVX's dividend yield for the trailing twelve months is around 0.99%, less than FMPOX's 7.80% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NMAVX Nuance Mid Cap Value Fund | 0.99% | 1.00% | 7.55% | 1.78% | 9.05% | 11.98% | 0.61% | 5.91% | 7.16% | 7.05% | 1.83% | 4.24% |
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
NMAVX vs. FMPOX - Drawdown Comparison
The maximum NMAVX drawdown since its inception was -30.93%, smaller than the maximum FMPOX drawdown of -61.76%. Use the drawdown chart below to compare losses from any high point for NMAVX and FMPOX.
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Drawdown Indicators
| NMAVX | FMPOX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -30.93% | -61.76% | +30.83% |
Max Drawdown (1Y)Largest decline over 1 year | -9.80% | -14.75% | +4.95% |
Max Drawdown (5Y)Largest decline over 5 years | -18.40% | -23.74% | +5.34% |
Max Drawdown (10Y)Largest decline over 10 years | -30.93% | -45.11% | +14.18% |
Current DrawdownCurrent decline from peak | -8.71% | -10.29% | +1.58% |
Average DrawdownAverage peak-to-trough decline | -3.77% | -9.13% | +5.36% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.11% | 3.59% | -0.48% |
Volatility
NMAVX vs. FMPOX - Volatility Comparison
The current volatility for Nuance Mid Cap Value Fund (NMAVX) is 3.57%, while Fidelity Advisor Mid Cap Value Fund Class I (FMPOX) has a volatility of 5.62%. This indicates that NMAVX 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
| NMAVX | FMPOX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.57% | 5.62% | -2.05% |
Volatility (6M)Calculated over the trailing 6-month period | 7.57% | 11.76% | -4.19% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.28% | 21.47% | -7.19% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.21% | 20.12% | -6.91% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.05% | 21.05% | -6.00% |