ANTUX vs. FINVX

Last updated Jun 6, 2026

ANTUX (American Century Non-U.S. Intrinsic Value Fund) and FINVX (Fidelity Series International Value Fund) are both Foreign Large Cap Equities funds. Over the past 5 years, ANTUX returned 9.04%/yr vs 13.26%/yr for FINVX. Their correlation of 0.88 suggests significant overlap in exposure. ANTUX charges 1.16%/yr vs 0.01%/yr for FINVX.

Performance

ANTUX vs. FINVX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in American Century Non-U.S. Intrinsic Value Fund (ANTUX) and Fidelity Series International Value Fund (FINVX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, ANTUX achieves a 5.96% return, which is significantly lower than FINVX's 7.31% return.

ANTUX

• 1D: -0.18%
• 1M: 0.56%
• YTD: 5.96%
• 6M: 8.42%
• 1Y: 23.39%
• 3Y*: 16.33%
• 5Y*: 9.04%
• 10Y*: —

FINVX

• 1D: 0.42%
• 1M: -0.53%
• YTD: 7.31%
• 6M: 11.11%
• 1Y: 23.96%
• 3Y*: 22.98%
• 5Y*: 13.26%
• 10Y*: 10.54%

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

ANTUX vs. FINVX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018
ANTUX American Century Non-U.S. Intrinsic Value Fund	5.96%	42.19%	-2.59%	22.95%	-8.84%	10.10%	-11.38%	15.84%	-4.26%
FINVX Fidelity Series International Value Fund	7.31%	45.75%	6.20%	20.35%	-7.21%	16.39%	4.87%	19.85%	-2.96%

Correlation

The correlation between ANTUX and FINVX is 0.83, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.83
Correlation (3Y) Calculated over the trailing 3-year period	0.82
Correlation (5Y) Calculated over the trailing 5-year period	0.87
Correlation (All Time) Calculated using the full available price history since Dec 7, 2018	0.88

The correlation between ANTUX and FINVX has been stable across timeframes, ranging from 0.82 to 0.88 - a consistent structural relationship.

Return for Risk

ANTUX vs. FINVX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

ANTUX

ANTUX Risk / Return Rank: 30
ANTUX Sharpe Ratio Rank: 34
ANTUX Sortino Ratio Rank: 33
ANTUX Omega Ratio Rank: 33
ANTUX Calmar Ratio Rank: 26
ANTUX Martin Ratio Rank: 24

FINVX

FINVX Risk / Return Rank: 38
FINVX Sharpe Ratio Rank: 36
FINVX Sortino Ratio Rank: 34
FINVX Omega Ratio Rank: 34
FINVX Calmar Ratio Rank: 41
FINVX Martin Ratio Rank: 43

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

ANTUX vs. FINVX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for American Century Non-U.S. Intrinsic Value Fund (ANTUX) and Fidelity Series International Value Fund (FINVX). 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.

	ANTUX	FINVX	Difference
Sharpe ratio: Return per unit of total volatility	1.60	1.65	-0.05
Sortino ratio: Return per unit of downside risk	2.29	2.34	-0.05
Omega ratio: Gain probability vs. loss probability	1.29	1.30	-0.01
Calmar ratio: Return relative to maximum drawdown	1.80	2.36	-0.56
Martin ratio: Return relative to average drawdown	5.57	8.76	-3.19
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

ANTUX vs. FINVX - Sharpe Ratio Comparison

The current ANTUX Sharpe Ratio is 1.60, which is comparable to the FINVX Sharpe Ratio of 1.65. The chart below compares the historical Sharpe Ratios of ANTUX and FINVX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	ANTUX	FINVX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.60	1.65	-0.05
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.51	0.80	-0.29
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.59	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.39	0.37	+0.02

Drawdowns

ANTUX vs. FINVX - Drawdown Comparison

The maximum ANTUX drawdown since its inception was -44.49%, roughly equal to the maximum FINVX drawdown of -42.48%. Use the drawdown chart below to compare losses from any high point for ANTUX and FINVX.

Drawdown Indicators

	ANTUX	FINVX	Difference
Max Drawdown Largest peak-to-trough decline	-44.49%	-42.48%	-2.01%
Max Drawdown (1Y) Largest decline over 1 year	-13.30%	-10.38%	-2.92%
Max Drawdown (3Y) Largest decline over 3 years	-16.79%	-14.60%	-2.19%
Max Drawdown (5Y) Largest decline over 5 years	-30.43%	-27.13%	-3.30%
Max Drawdown (10Y) Largest decline over 10 years	—	-42.48%	—
Current Drawdown Current decline from peak	-5.07%	-1.30%	-3.77%
Average Drawdown Average peak-to-trough decline	-8.45%	-9.04%	+0.59%
Ulcer Index Depth and duration of drawdowns from previous peaks	4.28%	2.79%	+1.49%

Volatility

ANTUX vs. FINVX - Volatility Comparison

American Century Non-U.S. Intrinsic Value Fund (ANTUX) and Fidelity Series International Value Fund (FINVX) have volatilities of 4.50% and 4.57%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	ANTUX	FINVX	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.50%	4.57%	-0.07%
Volatility (6M) Calculated over the trailing 6-month period	11.63%	11.94%	-0.31%
Volatility (1Y) Calculated over the trailing 1-year period	14.93%	14.81%	+0.12%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	17.82%	16.71%	+1.11%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	20.37%	18.06%	+2.31%

ANTUX vs. FINVX - Expense Ratio Comparison

ANTUX has a 1.16% expense ratio, which is higher than FINVX's 0.01% expense ratio.

Dividends

ANTUX vs. FINVX - Dividend Comparison

ANTUX's dividend yield for the trailing twelve months is around 10.44%, which matches FINVX's 10.44% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
ANTUX American Century Non-U.S. Intrinsic Value Fund	10.44%	11.07%	12.46%	12.66%	4.77%	4.44%	1.31%	4.28%	0.47%	0.00%	0.00%	0.00%
FINVX Fidelity Series International Value Fund	10.44%	11.20%	4.14%	3.29%	3.33%	5.01%	2.83%	4.05%	4.05%	3.14%	2.62%	2.14%

Frequently Asked Questions

Can I hold both ANTUX and FINVX in my portfolio?

ANTUX and FINVX have a correlation of 0.83, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, ANTUX or FINVX?

FINVX has higher volatility (4.57%) compared to ANTUX (4.50%). In terms of maximum drawdown, ANTUX dropped -44.49% vs FINVX's -42.48%.

Which has better risk-adjusted returns?

FINVX currently has the higher Sharpe Ratio (1.65 vs 1.60), 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.