ACIFX vs. FSOSX

Last updated Aug 4, 2026

ACIFX (Advisors Capital International Fund) and FSOSX (Fidelity Series Overseas Fund) are both Foreign Large Cap Equities funds. Their 0.74 correlation means they have sometimes moved together and sometimes differently. ACIFX charges 1.88%/yr vs 0.01%/yr for FSOSX.

Performance

ACIFX vs. FSOSX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Advisors Capital International Fund (ACIFX) and Fidelity Series Overseas Fund (FSOSX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

ACIFX

• 1D: —
• 1M: —
• 6M: —
• YTD: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: —

FSOSX

• 1D: 0.06%
• 1M: -1.37%
• 6M: 1.35%
• YTD: 5.96%
• 1Y: 10.72%
• 3Y*: 12.52%
• 5Y*: 5.79%
• 10Y*: —
• ALL TIME*: 9.50%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
FSOSX Fidelity Series Overseas Fund	$0.00	$0.00	$0.00

ACIFX vs. FSOSX - Yearly Performance Comparison

	2026 (YTD)	2025	2024
ACIFX Advisors Capital International Fund	0.74%	12.47%	0.00%
FSOSX Fidelity Series Overseas Fund	5.96%	21.29%	-1.10%

Correlation

The correlation between ACIFX and FSOSX is 0.76, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.76
Correlation (All Time) Calculated using the full available price history since Dec 27, 2024	0.74

The correlation between ACIFX and FSOSX has been stable across timeframes, ranging from 0.74 to 0.76 - a consistent structural relationship.

Return for Risk

ACIFX vs. FSOSX — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

ACIFX

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

FSOSX

FSOSX Risk / Return Rank: 14
FSOSX Sharpe Ratio Rank: 12
FSOSX Sortino Ratio Rank: 13
FSOSX Omega Ratio Rank: 13
FSOSX Calmar Ratio Rank: 14
FSOSX Martin Ratio Rank: 18

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

ACIFX vs. FSOSX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Advisors Capital International Fund (ACIFX) and Fidelity Series Overseas Fund (FSOSX). 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.

	ACIFX	FSOSX	Difference
Sharpe ratio: Return per unit of total volatility	—	0.52	—
Sortino ratio: Return per unit of downside risk	—	0.87	—
Omega ratio: Gain probability vs. loss probability	—	1.11	—
Calmar ratio: Return relative to maximum drawdown	—	0.78	—
Martin ratio: Return relative to average drawdown	—	2.66	—

Drawdowns

Drawdown Indicators

	ACIFX	FSOSX	Difference
Max Drawdown Largest peak-to-trough decline	—	-35.36%	—
Max Drawdown (1Y) Largest decline over 1 year	—	-12.39%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-14.07%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-35.36%	—
Current Drawdown Current decline from peak	—	-3.48%	—
Average Drawdown Average peak-to-trough decline	—	-7.67%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	3.64%	—

Volatility

Volatility by Period

	ACIFX	FSOSX	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	6.03%	—
Volatility (6M) Calculated over the trailing 6-month period	—	16.57%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	18.58%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	18.05%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	19.15%	—

ACIFX vs. FSOSX - Expense Ratio Comparison

ACIFX has a 1.88% expense ratio, which is higher than FSOSX's 0.01% expense ratio.

Dividends

ACIFX vs. FSOSX - Dividend Comparison

ACIFX's dividend yield for the trailing twelve months is around 15.18%, more than FSOSX's 8.63% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019
ACIFX Advisors Capital International Fund	15.18%	0.40%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
FSOSX Fidelity Series Overseas Fund	8.63%	9.15%	2.25%	1.63%	1.80%	2.92%	1.12%	0.37%

Frequently Asked Questions

Can I hold both ACIFX and FSOSX in my portfolio?

ACIFX and FSOSX have a correlation of 0.76, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.