WOOPX vs. FZAMX
Compare and contrast key facts about JPMorgan SMID Cap Equity Fund (WOOPX) and Fidelity Advisor Mid Cap II Fund Class Z (FZAMX).
WOOPX is managed by JPMorgan. It was launched on May 31, 1991. FZAMX is managed by Fidelity. It was launched on Aug 13, 2013.
Performance
WOOPX vs. FZAMX - Performance Comparison
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WOOPX vs. FZAMX - 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% |
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, WOOPX achieves a -2.26% return, which is significantly lower than FZAMX's 4.96% return. Over the past 10 years, WOOPX has underperformed FZAMX with an annualized return of 6.59%, while FZAMX has yielded a comparatively higher 11.15% 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%
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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WOOPX vs. FZAMX - Expense Ratio Comparison
WOOPX has a 0.84% expense ratio, which is higher than FZAMX's 0.61% expense ratio.
Return for Risk
WOOPX vs. FZAMX — Risk / Return Rank
WOOPX
FZAMX
WOOPX vs. FZAMX - 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 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.
| WOOPX | FZAMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.01 | 1.18 | -1.18 |
Sortino ratioReturn per unit of downside risk | 0.17 | 1.70 | -1.53 |
Omega ratioGain probability vs. loss probability | 1.02 | 1.24 | -0.22 |
Calmar ratioReturn relative to maximum drawdown | 0.04 | 1.78 | -1.74 |
Martin ratioReturn relative to average drawdown | 0.11 | 7.84 | -7.74 |
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 | FZAMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.01 | 1.18 | -1.18 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.10 | 0.43 | -0.33 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.33 | 0.54 | -0.21 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.52 | -0.06 |
Correlation
The correlation between WOOPX and FZAMX 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. FZAMX - Dividend Comparison
WOOPX's dividend yield for the trailing twelve months is around 7.15%, more than FZAMX's 6.71% 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% |
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
WOOPX vs. FZAMX - Drawdown Comparison
The maximum WOOPX drawdown since its inception was -58.15%, which is greater than FZAMX's maximum drawdown of -42.32%. Use the drawdown chart below to compare losses from any high point for WOOPX and FZAMX.
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Drawdown Indicators
| WOOPX | FZAMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.15% | -42.32% | -15.83% |
Max Drawdown (1Y)Largest decline over 1 year | -13.98% | -14.82% | +0.84% |
Max Drawdown (5Y)Largest decline over 5 years | -24.94% | -25.24% | +0.30% |
Max Drawdown (10Y)Largest decline over 10 years | -41.30% | -42.32% | +1.02% |
Current DrawdownCurrent decline from peak | -12.30% | -6.54% | -5.76% |
Average DrawdownAverage peak-to-trough decline | -8.22% | -6.14% | -2.08% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.90% | 3.37% | +1.53% |
Volatility
WOOPX vs. FZAMX - Volatility Comparison
The current volatility for JPMorgan SMID Cap Equity Fund (WOOPX) is 6.32%, while Fidelity Advisor Mid Cap II Fund Class Z (FZAMX) has a volatility of 8.54%. This indicates that WOOPX experiences smaller price fluctuations and is considered to be less risky 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
| WOOPX | FZAMX | 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% | 13.88% | -1.77% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.28% | 22.30% | -1.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.77% | 20.18% | -1.41% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.15% | 20.88% | -0.73% |