PFSLX vs. FZAMX
Compare and contrast key facts about Paradigm Select Fund (PFSLX) and Fidelity Advisor Mid Cap II Fund Class Z (FZAMX).
PFSLX is managed by Paradigm Funds. It was launched on Jan 3, 2005. FZAMX is managed by Fidelity. It was launched on Aug 13, 2013.
Performance
PFSLX vs. FZAMX - Performance Comparison
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PFSLX vs. FZAMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PFSLX Paradigm Select Fund | 11.83% | 13.27% | 16.73% | 26.94% | -26.44% | 31.16% | 26.05% | 38.32% | -9.93% | 16.13% |
FZAMX Fidelity Advisor Mid Cap II Fund Class Z | 4.96% | 12.00% | 17.39% | 15.15% | -14.70% | 25.40% | 18.84% | 23.85% | -14.85% | 20.78% |
Returns By Period
In the year-to-date period, PFSLX achieves a 11.83% return, which is significantly higher than FZAMX's 4.96% return. Over the past 10 years, PFSLX has outperformed FZAMX with an annualized return of 14.28%, while FZAMX has yielded a comparatively lower 11.15% annualized return.
PFSLX
- 1D
- 4.93%
- 1M
- -5.75%
- YTD
- 11.83%
- 6M
- 22.96%
- 1Y
- 45.46%
- 3Y*
- 19.79%
- 5Y*
- 9.58%
- 10Y*
- 14.28%
FZAMX
- 1D
- 3.58%
- 1M
- -6.54%
- YTD
- 4.96%
- 6M
- 9.33%
- 1Y
- 25.77%
- 3Y*
- 15.44%
- 5Y*
- 8.62%
- 10Y*
- 11.15%
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PFSLX vs. FZAMX - Expense Ratio Comparison
PFSLX has a 1.16% expense ratio, which is higher than FZAMX's 0.61% expense ratio.
Return for Risk
PFSLX vs. FZAMX — Risk / Return Rank
PFSLX
FZAMX
PFSLX vs. FZAMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Paradigm Select Fund (PFSLX) 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.
| PFSLX | FZAMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.65 | 1.18 | +0.47 |
Sortino ratioReturn per unit of downside risk | 2.30 | 1.70 | +0.60 |
Omega ratioGain probability vs. loss probability | 1.30 | 1.24 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 3.36 | 1.78 | +1.58 |
Martin ratioReturn relative to average drawdown | 12.98 | 7.84 | +5.13 |
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
| PFSLX | FZAMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.65 | 1.18 | +0.47 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.02 | 0.43 | -0.41 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.04 | 0.54 | -0.49 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.05 | 0.52 | -0.47 |
Correlation
The correlation between PFSLX and FZAMX is 0.91, 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
PFSLX vs. FZAMX - Dividend Comparison
PFSLX's dividend yield for the trailing twelve months is around 0.13%, less than FZAMX's 6.71% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PFSLX Paradigm Select Fund | 0.13% | 0.14% | 0.02% | 0.31% | 0.01% | 0.17% | 0.11% | 0.58% | 2.93% | 3.89% | 0.74% | 9.40% |
FZAMX Fidelity Advisor Mid Cap II Fund Class Z | 6.71% | 10.09% | 6.93% | 2.83% | 5.86% | 18.58% | 1.41% | 3.50% | 10.72% | 7.81% | 5.00% | 4.90% |
Drawdowns
PFSLX vs. FZAMX - Drawdown Comparison
The maximum PFSLX drawdown since its inception was -93.50%, which is greater than FZAMX's maximum drawdown of -42.32%. Use the drawdown chart below to compare losses from any high point for PFSLX and FZAMX.
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Drawdown Indicators
| PFSLX | FZAMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -93.50% | -42.32% | -51.18% |
Max Drawdown (1Y)Largest decline over 1 year | -13.70% | -14.82% | +1.12% |
Max Drawdown (5Y)Largest decline over 5 years | -93.50% | -25.24% | -68.26% |
Max Drawdown (10Y)Largest decline over 10 years | -93.50% | -42.32% | -51.18% |
Current DrawdownCurrent decline from peak | -89.23% | -6.54% | -82.69% |
Average DrawdownAverage peak-to-trough decline | -13.35% | -6.14% | -7.21% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.55% | 3.37% | +0.18% |
Volatility
PFSLX vs. FZAMX - Volatility Comparison
Paradigm Select Fund (PFSLX) has a higher volatility of 11.60% compared to Fidelity Advisor Mid Cap II Fund Class Z (FZAMX) at 8.54%. This indicates that PFSLX's price experiences larger fluctuations and is considered to be riskier 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
| PFSLX | FZAMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.60% | 8.54% | +3.06% |
Volatility (6M)Calculated over the trailing 6-month period | 18.65% | 13.88% | +4.77% |
Volatility (1Y)Calculated over the trailing 1-year period | 28.15% | 22.30% | +5.85% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 475.26% | 20.18% | +455.08% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 336.39% | 20.88% | +315.51% |