BROAX vs. FSOSX
Compare and contrast key facts about BlackRock Advantage International Fund Class A (BROAX) and Fidelity Series Overseas Fund (FSOSX).
BROAX is managed by BlackRock. FSOSX is managed by Fidelity. It was launched on Jun 21, 2019.
Performance
BROAX vs. FSOSX - Performance Comparison
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BROAX vs. FSOSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
BROAX BlackRock Advantage International Fund Class A | 1.37% | 32.13% | 6.52% | 19.11% | -13.70% | 12.82% | 7.04% | 5.52% |
FSOSX Fidelity Series Overseas Fund | -2.61% | 21.29% | 5.87% | 21.49% | -23.25% | 19.59% | 16.36% | 7.78% |
Returns By Period
In the year-to-date period, BROAX achieves a 1.37% return, which is significantly higher than FSOSX's -2.61% return.
BROAX
- 1D
- 3.15%
- 1M
- -5.83%
- YTD
- 1.37%
- 6M
- 4.80%
- 1Y
- 22.18%
- 3Y*
- 16.07%
- 5Y*
- 9.45%
- 10Y*
- 9.15%
FSOSX
- 1D
- 3.27%
- 1M
- -6.62%
- YTD
- -2.61%
- 6M
- -2.31%
- 1Y
- 10.32%
- 3Y*
- 11.20%
- 5Y*
- 6.18%
- 10Y*
- —
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BROAX vs. FSOSX - Expense Ratio Comparison
BROAX has a 0.75% expense ratio, which is higher than FSOSX's 0.01% expense ratio.
Return for Risk
BROAX vs. FSOSX — Risk / Return Rank
BROAX
FSOSX
BROAX vs. FSOSX - 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 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.
| BROAX | FSOSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.29 | 0.59 | +0.70 |
Sortino ratioReturn per unit of downside risk | 1.77 | 0.93 | +0.84 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.13 | +0.13 |
Calmar ratioReturn relative to maximum drawdown | 1.89 | 0.77 | +1.12 |
Martin ratioReturn relative to average drawdown | 7.25 | 2.85 | +4.40 |
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 | FSOSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.29 | 0.59 | +0.70 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.60 | 0.36 | +0.24 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.34 | 0.46 | -0.12 |
Correlation
The correlation between BROAX and FSOSX 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
BROAX vs. FSOSX - Dividend Comparison
BROAX's dividend yield for the trailing twelve months is around 6.91%, less than FSOSX's 9.39% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BROAX BlackRock Advantage International Fund Class A | 6.91% | 7.00% | 3.33% | 2.50% | 3.14% | 8.30% | 1.51% | 2.49% | 2.48% | 0.58% | 1.83% | 0.49% |
FSOSX Fidelity Series Overseas Fund | 9.39% | 9.15% | 2.25% | 1.63% | 1.80% | 2.92% | 1.12% | 0.37% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
BROAX vs. FSOSX - Drawdown Comparison
The maximum BROAX drawdown since its inception was -54.78%, which is greater than FSOSX's maximum drawdown of -35.36%. Use the drawdown chart below to compare losses from any high point for BROAX and FSOSX.
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Drawdown Indicators
| BROAX | FSOSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.78% | -35.36% | -19.42% |
Max Drawdown (1Y)Largest decline over 1 year | -11.23% | -12.39% | +1.16% |
Max Drawdown (5Y)Largest decline over 5 years | -28.42% | -35.36% | +6.94% |
Max Drawdown (10Y)Largest decline over 10 years | -36.60% | — | — |
Current DrawdownCurrent decline from peak | -7.65% | -9.01% | +1.36% |
Average DrawdownAverage peak-to-trough decline | -10.19% | -7.90% | -2.29% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.93% | 3.35% | -0.42% |
Volatility
BROAX vs. FSOSX - Volatility Comparison
The current volatility for BlackRock Advantage International Fund Class A (BROAX) is 7.87%, while Fidelity Series Overseas Fund (FSOSX) has a volatility of 8.95%. This indicates that BROAX experiences smaller price fluctuations and is considered to be less risky than FSOSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BROAX | FSOSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.87% | 8.95% | -1.08% |
Volatility (6M)Calculated over the trailing 6-month period | 11.37% | 12.37% | -1.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.55% | 18.50% | -0.95% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.97% | 17.41% | -1.44% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.31% | 18.97% | -2.66% |