AVDVX vs. FOPCX
Compare and contrast key facts about Avantis International Small Cap Value Fund (AVDVX) and Fidelity Advisor International Small Cap Opportunities Fund Class C (FOPCX).
AVDVX is managed by Avantis Investors. It was launched on Dec 3, 2019. FOPCX is managed by Fidelity. It was launched on Aug 2, 2005.
Performance
AVDVX vs. FOPCX - Performance Comparison
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AVDVX vs. FOPCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
AVDVX Avantis International Small Cap Value Fund | 6.48% | 48.24% | 8.41% | 16.75% | -10.88% | 15.46% | 5.65% | 5.61% |
FOPCX Fidelity Advisor International Small Cap Opportunities Fund Class C | -2.49% | 23.76% | 3.01% | 15.76% | -29.71% | 16.46% | 18.29% | 3.07% |
Returns By Period
In the year-to-date period, AVDVX achieves a 6.48% return, which is significantly higher than FOPCX's -2.49% return.
AVDVX
- 1D
- 3.38%
- 1M
- -8.56%
- YTD
- 6.48%
- 6M
- 14.16%
- 1Y
- 47.14%
- 3Y*
- 23.70%
- 5Y*
- 13.43%
- 10Y*
- —
FOPCX
- 1D
- 2.73%
- 1M
- -6.98%
- YTD
- -2.49%
- 6M
- -1.08%
- 1Y
- 17.33%
- 3Y*
- 10.27%
- 5Y*
- 3.12%
- 10Y*
- 7.23%
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AVDVX vs. FOPCX - Expense Ratio Comparison
AVDVX has a 0.36% expense ratio, which is lower than FOPCX's 2.28% expense ratio.
Return for Risk
AVDVX vs. FOPCX — Risk / Return Rank
AVDVX
FOPCX
AVDVX vs. FOPCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Avantis International Small Cap Value Fund (AVDVX) and Fidelity Advisor International Small Cap Opportunities Fund Class C (FOPCX). 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.
| AVDVX | FOPCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.78 | 1.21 | +1.57 |
Sortino ratioReturn per unit of downside risk | 3.36 | 1.71 | +1.64 |
Omega ratioGain probability vs. loss probability | 1.54 | 1.24 | +0.30 |
Calmar ratioReturn relative to maximum drawdown | 3.53 | 1.48 | +2.05 |
Martin ratioReturn relative to average drawdown | 14.52 | 5.04 | +9.48 |
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
| AVDVX | FOPCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.78 | 1.21 | +1.57 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.81 | 0.19 | +0.62 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.45 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.72 | 0.30 | +0.42 |
Correlation
The correlation between AVDVX and FOPCX is 0.85, 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
AVDVX vs. FOPCX - Dividend Comparison
AVDVX's dividend yield for the trailing twelve months is around 9.84%, less than FOPCX's 12.52% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AVDVX Avantis International Small Cap Value Fund | 9.84% | 10.48% | 4.35% | 3.52% | 3.33% | 4.23% | 1.35% | 0.39% | 0.00% | 0.00% | 0.00% | 0.00% |
FOPCX Fidelity Advisor International Small Cap Opportunities Fund Class C | 12.52% | 12.21% | 5.97% | 3.05% | 6.93% | 9.29% | 0.00% | 0.00% | 1.89% | 1.31% | 0.00% | 0.37% |
Drawdowns
AVDVX vs. FOPCX - Drawdown Comparison
The maximum AVDVX drawdown since its inception was -43.06%, smaller than the maximum FOPCX drawdown of -72.97%. Use the drawdown chart below to compare losses from any high point for AVDVX and FOPCX.
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Drawdown Indicators
| AVDVX | FOPCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.06% | -72.97% | +29.91% |
Max Drawdown (1Y)Largest decline over 1 year | -12.92% | -11.05% | -1.87% |
Max Drawdown (5Y)Largest decline over 5 years | -27.37% | -41.41% | +14.04% |
Max Drawdown (10Y)Largest decline over 10 years | — | -41.41% | — |
Current DrawdownCurrent decline from peak | -9.22% | -8.62% | -0.60% |
Average DrawdownAverage peak-to-trough decline | -6.82% | -20.52% | +13.70% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.14% | 3.25% | -0.11% |
Volatility
AVDVX vs. FOPCX - Volatility Comparison
Avantis International Small Cap Value Fund (AVDVX) has a higher volatility of 7.64% compared to Fidelity Advisor International Small Cap Opportunities Fund Class C (FOPCX) at 6.61%. This indicates that AVDVX's price experiences larger fluctuations and is considered to be riskier than FOPCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AVDVX | FOPCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.64% | 6.61% | +1.03% |
Volatility (6M)Calculated over the trailing 6-month period | 12.03% | 9.93% | +2.10% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.18% | 15.07% | +2.11% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.61% | 16.65% | -0.04% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.47% | 16.00% | +3.47% |