RPMMX vs. FIDFX
RPMMX (Reinhart Mid Cap PMV Fund) and FIDFX (Fidelity Advisor Mid Cap Value Fund Class Z) are both Mid Cap Value Equities funds. Over the past 5 years, RPMMX returned 4.19%/yr vs 14.21%/yr for FIDFX. Their correlation of 0.92 means they have usually moved in the same direction. RPMMX charges 1.30%/yr vs 0.45%/yr for FIDFX.
Performance
RPMMX vs. FIDFX - Performance Comparison
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Returns By Period
In the year-to-date period, RPMMX achieves a 9.74% return, which is significantly lower than FIDFX's 26.51% return.
RPMMX
- 1D
- -0.17%
- 1M
- 2.56%
- 6M
- 8.16%
- YTD
- 9.74%
- 1Y
- 12.96%
- 3Y*
- 6.75%
- 5Y*
- 4.19%
- 10Y*
- 6.47%
- ALL TIME*
- 7.78%
FIDFX
- 1D
- 0.34%
- 1M
- 1.52%
- 6M
- 19.63%
- YTD
- 26.51%
- 1Y
- 41.93%
- 3Y*
- 20.41%
- 5Y*
- 14.21%
- 10Y*
- —
- ALL TIME*
- 11.44%
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 |
RPMMX vs. FIDFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RPMMX Reinhart Mid Cap PMV Fund | 9.74% | -0.92% | 8.55% | 5.57% | -7.50% | 25.92% | -0.83% | 24.40% | -11.68% | 10.91% |
FIDFX Fidelity Advisor Mid Cap Value Fund Class Z | 26.51% | 13.16% | 14.66% | 22.69% | -10.52% | 34.11% | 1.15% | 23.72% | -18.82% | 13.56% |
Correlation
The correlation between RPMMX and FIDFX is 0.80, 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. | 0.80 |
Correlation (3Y) Balances recent behavior with more history. | 0.87 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.91 |
Correlation (All Time) Calculated using the full available price history since Feb 9, 2017 | 0.92 |
The correlation between RPMMX and FIDFX shifts across timeframes, from 0.80 (1 year) to 0.92 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
RPMMX vs. FIDFX — Risk / Return Rank
RPMMX
FIDFX
RPMMX vs. FIDFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Reinhart Mid Cap PMV Fund (RPMMX) and Fidelity Advisor Mid Cap Value Fund Class Z (FIDFX). 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.
| RPMMX | FIDFX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.70 | ||
| Sortino ratioReturn per unit of downside risk | -2.30 | ||
| Omega ratioGain probability vs. loss probability | 1.12 | 1.40 | -0.29 |
| Calmar ratioReturn relative to maximum drawdown | 0.94 | 3.72 | -2.78 |
| Martin ratioReturn relative to average drawdown | 2.50 | 14.74 | -12.23 |
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Drawdowns
RPMMX vs. FIDFX - Drawdown Comparison
The maximum RPMMX drawdown since its inception was -44.47%, roughly equal to the maximum FIDFX drawdown of -44.98%. Use the drawdown chart below to compare losses from any high point for RPMMX and FIDFX.
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Drawdown Indicators
| RPMMX | FIDFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -44.47% | -44.98% | +0.51% |
Max Drawdown (1Y)Largest decline over 1 year | -9.33% | -10.31% | +0.98% |
Max Drawdown (3Y)Largest decline over 3 years | -18.65% | -23.70% | +5.05% |
Max Drawdown (5Y)Largest decline over 5 years | -22.02% | -23.70% | +1.68% |
Max Drawdown (10Y)Largest decline over 10 years | -44.47% | — | — |
Current DrawdownCurrent decline from peak | -0.88% | -0.94% | +0.06% |
Average DrawdownAverage peak-to-trough decline | -5.74% | -6.78% | +1.04% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.53% | 2.61% | +0.92% |
Volatility
RPMMX vs. FIDFX - Volatility Comparison
Reinhart Mid Cap PMV Fund (RPMMX) has a higher volatility of 4.01% compared to Fidelity Advisor Mid Cap Value Fund Class Z (FIDFX) at 3.32%. This indicates that RPMMX's price experiences larger fluctuations and is considered to be riskier than FIDFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RPMMX | FIDFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.01% | 3.32% | +0.69% |
Volatility (6M)Calculated over the trailing 6-month period | 9.57% | 12.28% | -2.71% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.38% | 16.58% | -2.20% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.23% | 20.17% | -2.94% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.84% | 21.55% | -1.71% |
RPMMX vs. FIDFX - Expense Ratio Comparison
RPMMX has a 1.30% expense ratio, which is higher than FIDFX's 0.45% expense ratio.
Dividends
RPMMX vs. FIDFX - Dividend Comparison
RPMMX's dividend yield for the trailing twelve months is around 6.00%, less than FIDFX's 6.25% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIDFX Fidelity Advisor Mid Cap Value Fund Class Z | 6.25% | 8.32% | 10.60% | 1.30% | 13.40% | 1.43% | 2.11% | 2.03% | 15.16% | 9.15% | 0.00% | 0.00% |
RPMMX Reinhart Mid Cap PMV Fund | 6.00% | 6.59% | 3.00% | 5.65% | 5.04% | 0.74% | 0.73% | 0.50% | 9.52% | 8.84% | 2.67% | 3.29% |
Frequently Asked Questions
RPMMX and FIDFX have a correlation of 0.80, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
RPMMX has higher volatility (4.01%) compared to FIDFX (3.32%). In terms of maximum drawdown, RPMMX dropped -44.47% vs FIDFX's -44.98%.
FIDFX currently has the higher Sharpe Ratio (2.32 vs 0.61), 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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