WOOPX vs. FIICX
Compare and contrast key facts about JPMorgan SMID Cap Equity Fund (WOOPX) and Fidelity Advisor Mid Cap II Fund Class C (FIICX).
WOOPX is managed by JPMorgan. It was launched on May 31, 1991. FIICX is managed by Fidelity. It was launched on Aug 12, 2004.
Performance
WOOPX vs. FIICX - Performance Comparison
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WOOPX vs. FIICX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WOOPX JPMorgan SMID Cap Equity Fund | -2.26% | -2.61% | 11.33% | 13.31% | -18.98% | 23.19% | 10.20% | 26.22% | -11.49% | 16.94% |
FIICX Fidelity Advisor Mid Cap II Fund Class C | 4.72% | 5.27% | 23.14% | 13.72% | -15.74% | 23.94% | 17.35% | 22.40% | -15.85% | 19.33% |
Returns By Period
In the year-to-date period, WOOPX achieves a -2.26% return, which is significantly lower than FIICX's 4.72% return. Over the past 10 years, WOOPX has underperformed FIICX with an annualized return of 6.59%, while FIICX has yielded a comparatively higher 9.94% annualized return.
WOOPX
- 1D
- 2.89%
- 1M
- -7.13%
- YTD
- -2.26%
- 6M
- -2.33%
- 1Y
- -0.22%
- 3Y*
- 5.28%
- 5Y*
- 1.94%
- 10Y*
- 6.59%
FIICX
- 1D
- 3.57%
- 1M
- -6.64%
- YTD
- 4.72%
- 6M
- 8.75%
- 1Y
- 24.37%
- 3Y*
- 14.45%
- 5Y*
- 7.53%
- 10Y*
- 9.94%
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WOOPX vs. FIICX - Expense Ratio Comparison
WOOPX has a 0.84% expense ratio, which is lower than FIICX's 1.83% expense ratio.
Return for Risk
WOOPX vs. FIICX — Risk / Return Rank
WOOPX
FIICX
WOOPX vs. FIICX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan SMID Cap Equity Fund (WOOPX) and Fidelity Advisor Mid Cap II Fund Class C (FIICX). 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.
| WOOPX | FIICX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.01 | 1.12 | -1.11 |
Sortino ratioReturn per unit of downside risk | 0.17 | 1.62 | -1.46 |
Omega ratioGain probability vs. loss probability | 1.02 | 1.23 | -0.21 |
Calmar ratioReturn relative to maximum drawdown | 0.04 | 1.68 | -1.64 |
Martin ratioReturn relative to average drawdown | 0.11 | 7.37 | -7.26 |
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
| WOOPX | FIICX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.01 | 1.12 | -1.11 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.10 | 0.36 | -0.26 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.33 | 0.47 | -0.14 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.45 | 0.00 |
Correlation
The correlation between WOOPX and FIICX is 0.94, 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
WOOPX vs. FIICX - Dividend Comparison
WOOPX's dividend yield for the trailing twelve months is around 7.15%, less than FIICX's 8.83% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WOOPX JPMorgan SMID Cap Equity Fund | 7.15% | 6.98% | 1.62% | 0.49% | 12.28% | 20.40% | 3.88% | 11.31% | 26.09% | 7.74% | 0.72% | 9.47% |
FIICX Fidelity Advisor Mid Cap II Fund Class C | 8.83% | 8.11% | 14.08% | 2.98% | 6.81% | 21.73% | 1.13% | 3.23% | 11.72% | 8.22% | 4.95% | 5.19% |
Drawdowns
WOOPX vs. FIICX - Drawdown Comparison
The maximum WOOPX drawdown since its inception was -58.15%, which is greater than FIICX's maximum drawdown of -53.75%. Use the drawdown chart below to compare losses from any high point for WOOPX and FIICX.
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Drawdown Indicators
| WOOPX | FIICX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.15% | -53.75% | -4.40% |
Max Drawdown (1Y)Largest decline over 1 year | -13.98% | -14.90% | +0.92% |
Max Drawdown (5Y)Largest decline over 5 years | -24.94% | -27.79% | +2.85% |
Max Drawdown (10Y)Largest decline over 10 years | -41.30% | -43.31% | +2.01% |
Current DrawdownCurrent decline from peak | -12.30% | -6.64% | -5.66% |
Average DrawdownAverage peak-to-trough decline | -8.22% | -8.68% | +0.46% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.90% | 3.40% | +1.50% |
Volatility
WOOPX vs. FIICX - Volatility Comparison
The current volatility for JPMorgan SMID Cap Equity Fund (WOOPX) is 6.32%, while Fidelity Advisor Mid Cap II Fund Class C (FIICX) has a volatility of 8.54%. This indicates that WOOPX experiences smaller price fluctuations and is considered to be less risky than FIICX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WOOPX | FIICX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.32% | 8.54% | -2.22% |
Volatility (6M)Calculated over the trailing 6-month period | 12.11% | 13.91% | -1.80% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.28% | 22.34% | -1.06% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.77% | 20.93% | -2.16% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.15% | 21.26% | -1.11% |