BROAX vs. FINVX
Compare and contrast key facts about BlackRock Advantage International Fund Class A (BROAX) and Fidelity Series International Value Fund (FINVX).
BROAX is managed by BlackRock. FINVX is managed by Fidelity. It was launched on Dec 3, 2009.
Performance
BROAX vs. FINVX - Performance Comparison
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BROAX vs. FINVX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BROAX BlackRock Advantage International Fund Class A | 3.09% | 32.13% | 6.52% | 19.11% | -13.70% | 12.82% | 7.04% | 21.37% | -15.30% | 23.76% |
FINVX Fidelity Series International Value Fund | 3.01% | 45.75% | 6.20% | 20.35% | -7.21% | 16.39% | 4.87% | 19.85% | -16.40% | 20.41% |
Returns By Period
The year-to-date returns for both stocks are quite close, with BROAX having a 3.09% return and FINVX slightly lower at 3.01%. Over the past 10 years, BROAX has underperformed FINVX with an annualized return of 9.34%, while FINVX has yielded a comparatively higher 10.55% annualized return.
BROAX
- 1D
- 1.70%
- 1M
- -1.02%
- YTD
- 3.09%
- 6M
- 6.53%
- 1Y
- 23.95%
- 3Y*
- 16.73%
- 5Y*
- 9.82%
- 10Y*
- 9.34%
FINVX
- 1D
- 1.71%
- 1M
- -0.00%
- YTD
- 3.01%
- 6M
- 9.33%
- 1Y
- 31.21%
- 3Y*
- 21.92%
- 5Y*
- 13.81%
- 10Y*
- 10.55%
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BROAX vs. FINVX - Expense Ratio Comparison
BROAX has a 0.75% expense ratio, which is higher than FINVX's 0.01% expense ratio.
Return for Risk
BROAX vs. FINVX — Risk / Return Rank
BROAX
FINVX
BROAX vs. FINVX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Advantage International Fund Class A (BROAX) 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.
| BROAX | FINVX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.38 | 1.78 | -0.39 |
Sortino ratioReturn per unit of downside risk | 1.89 | 2.35 | -0.46 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.35 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 2.18 | 2.72 | -0.54 |
Martin ratioReturn relative to average drawdown | 8.30 | 10.82 | -2.52 |
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
| BROAX | FINVX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.38 | 1.78 | -0.39 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.62 | 0.83 | -0.22 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.57 | 0.59 | -0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.34 | 0.36 | -0.02 |
Correlation
The correlation between BROAX and FINVX is 0.92, 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
BROAX vs. FINVX - Dividend Comparison
BROAX's dividend yield for the trailing twelve months is around 6.79%, less than FINVX's 10.87% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BROAX BlackRock Advantage International Fund Class A | 6.79% | 7.00% | 3.33% | 2.50% | 3.14% | 8.30% | 1.51% | 2.49% | 2.48% | 0.58% | 1.83% | 0.49% |
FINVX Fidelity Series International Value Fund | 10.87% | 11.20% | 4.14% | 3.29% | 3.33% | 5.01% | 2.83% | 4.05% | 4.05% | 3.14% | 2.62% | 2.14% |
Drawdowns
BROAX vs. FINVX - Drawdown Comparison
The maximum BROAX drawdown since its inception was -54.78%, which is greater than FINVX's maximum drawdown of -42.48%. Use the drawdown chart below to compare losses from any high point for BROAX and FINVX.
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Drawdown Indicators
| BROAX | FINVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.78% | -42.48% | -12.30% |
Max Drawdown (1Y)Largest decline over 1 year | -11.11% | -10.38% | -0.73% |
Max Drawdown (5Y)Largest decline over 5 years | -28.42% | -27.13% | -1.29% |
Max Drawdown (10Y)Largest decline over 10 years | -36.60% | -42.48% | +5.88% |
Current DrawdownCurrent decline from peak | -6.08% | -5.25% | -0.83% |
Average DrawdownAverage peak-to-trough decline | -10.19% | -9.11% | -1.08% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.95% | 2.93% | +0.02% |
Volatility
BROAX vs. FINVX - Volatility Comparison
BlackRock Advantage International Fund Class A (BROAX) has a higher volatility of 7.44% compared to Fidelity Series International Value Fund (FINVX) at 7.00%. This indicates that BROAX's price experiences larger fluctuations and is considered to be riskier than FINVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BROAX | FINVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.44% | 7.00% | +0.44% |
Volatility (6M)Calculated over the trailing 6-month period | 11.45% | 11.08% | +0.37% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.59% | 17.70% | -0.11% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.98% | 16.63% | -0.65% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.31% | 18.01% | -1.70% |