TCVIX vs. FMPOX
Compare and contrast key facts about Touchstone Mid Cap Value Fund (TCVIX) and Fidelity Advisor Mid Cap Value Fund Class I (FMPOX).
TCVIX is managed by Touchstone. It was launched on Sep 30, 2009. FMPOX is managed by Fidelity. It was launched on Feb 13, 2007.
Performance
TCVIX vs. FMPOX - Performance Comparison
Loading graphics...
TCVIX vs. FMPOX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TCVIX Touchstone Mid Cap Value Fund | 5.28% | 10.00% | 8.61% | 7.78% | -8.38% | 27.12% | 5.70% | 29.76% | -16.77% | 14.09% |
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, TCVIX achieves a 5.28% return, which is significantly higher than FMPOX's 0.59% return. Over the past 10 years, TCVIX has underperformed FMPOX with an annualized return of 8.94%, while FMPOX has yielded a comparatively higher 9.64% annualized return.
TCVIX
- 1D
- -0.74%
- 1M
- -7.05%
- YTD
- 5.28%
- 6M
- 8.70%
- 1Y
- 17.19%
- 3Y*
- 10.74%
- 5Y*
- 6.82%
- 10Y*
- 8.94%
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.
TCVIX vs. FMPOX - Expense Ratio Comparison
TCVIX has a 0.85% expense ratio, which is higher than FMPOX's 0.59% expense ratio.
Return for Risk
TCVIX vs. FMPOX — Risk / Return Rank
TCVIX
FMPOX
TCVIX vs. FMPOX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Touchstone Mid Cap Value Fund (TCVIX) 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.
| TCVIX | FMPOX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.03 | 0.92 | +0.10 |
Sortino ratioReturn per unit of downside risk | 1.51 | 1.42 | +0.09 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.19 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.32 | 1.20 | +0.12 |
Martin ratioReturn relative to average drawdown | 5.51 | 4.92 | +0.58 |
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
| TCVIX | FMPOX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.03 | 0.92 | +0.10 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.40 | 0.51 | -0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.47 | 0.46 | +0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.58 | 0.37 | +0.20 |
Correlation
The correlation between TCVIX 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
TCVIX vs. FMPOX - Dividend Comparison
TCVIX's dividend yield for the trailing twelve months is around 4.03%, less than FMPOX's 7.80% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TCVIX Touchstone Mid Cap Value Fund | 4.03% | 4.25% | 5.48% | 1.80% | 6.59% | 6.77% | 0.76% | 0.91% | 5.86% | 6.47% | 4.44% | 7.26% |
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
TCVIX vs. FMPOX - Drawdown Comparison
The maximum TCVIX drawdown since its inception was -41.89%, smaller than the maximum FMPOX drawdown of -61.76%. Use the drawdown chart below to compare losses from any high point for TCVIX and FMPOX.
Loading graphics...
Drawdown Indicators
| TCVIX | FMPOX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.89% | -61.76% | +19.87% |
Max Drawdown (1Y)Largest decline over 1 year | -12.52% | -14.75% | +2.23% |
Max Drawdown (5Y)Largest decline over 5 years | -19.37% | -23.74% | +4.37% |
Max Drawdown (10Y)Largest decline over 10 years | -41.89% | -45.11% | +3.22% |
Current DrawdownCurrent decline from peak | -7.76% | -10.29% | +2.53% |
Average DrawdownAverage peak-to-trough decline | -5.43% | -9.13% | +3.70% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.00% | 3.59% | -0.59% |
Volatility
TCVIX vs. FMPOX - Volatility Comparison
The current volatility for Touchstone Mid Cap Value Fund (TCVIX) is 5.27%, while Fidelity Advisor Mid Cap Value Fund Class I (FMPOX) has a volatility of 5.62%. This indicates that TCVIX 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
| TCVIX | FMPOX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.27% | 5.62% | -0.35% |
Volatility (6M)Calculated over the trailing 6-month period | 10.00% | 11.76% | -1.76% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.54% | 21.47% | -3.93% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.11% | 20.12% | -3.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.11% | 21.05% | -1.94% |