CSVFX vs. FSOSX
Compare and contrast key facts about Columbia International Dividend Income Fund (CSVFX) and Fidelity Series Overseas Fund (FSOSX).
CSVFX is managed by Columbia. It was launched on Nov 8, 2000. FSOSX is managed by Fidelity. It was launched on Jun 21, 2019.
Performance
CSVFX vs. FSOSX - Performance Comparison
Loading graphics...
CSVFX vs. FSOSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
CSVFX Columbia International Dividend Income Fund | 1.51% | 31.32% | 2.36% | 18.44% | -14.91% | 13.73% | 5.87% | 6.70% |
FSOSX Fidelity Series Overseas Fund | -5.69% | 21.29% | 5.87% | 21.49% | -23.25% | 19.59% | 16.36% | 7.78% |
Returns By Period
In the year-to-date period, CSVFX achieves a 1.51% return, which is significantly higher than FSOSX's -5.69% return.
CSVFX
- 1D
- 0.26%
- 1M
- -11.50%
- YTD
- 1.51%
- 6M
- 8.21%
- 1Y
- 25.26%
- 3Y*
- 14.28%
- 5Y*
- 8.22%
- 10Y*
- 8.44%
FSOSX
- 1D
- 0.36%
- 1M
- -11.39%
- YTD
- -5.69%
- 6M
- -5.28%
- 1Y
- 7.28%
- 3Y*
- 10.01%
- 5Y*
- 5.83%
- 10Y*
- —
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
CSVFX vs. FSOSX - Expense Ratio Comparison
CSVFX has a 1.01% expense ratio, which is higher than FSOSX's 0.01% expense ratio.
Return for Risk
CSVFX vs. FSOSX — Risk / Return Rank
CSVFX
FSOSX
CSVFX vs. FSOSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia International Dividend Income Fund (CSVFX) 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.
| CSVFX | FSOSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.50 | 0.34 | +1.17 |
Sortino ratioReturn per unit of downside risk | 1.99 | 0.58 | +1.40 |
Omega ratioGain probability vs. loss probability | 1.30 | 1.08 | +0.22 |
Calmar ratioReturn relative to maximum drawdown | 1.98 | 0.40 | +1.58 |
Martin ratioReturn relative to average drawdown | 7.79 | 1.51 | +6.28 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| CSVFX | FSOSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.50 | 0.34 | +1.17 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.54 | 0.34 | +0.21 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.53 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.43 | +0.05 |
Correlation
The correlation between CSVFX and FSOSX is 0.89, 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
CSVFX vs. FSOSX - Dividend Comparison
CSVFX's dividend yield for the trailing twelve months is around 4.86%, less than FSOSX's 9.70% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CSVFX Columbia International Dividend Income Fund | 4.86% | 4.81% | 6.96% | 3.56% | 1.93% | 9.05% | 3.57% | 3.44% | 5.53% | 2.94% | 3.52% | 3.19% |
FSOSX Fidelity Series Overseas Fund | 9.70% | 9.15% | 2.25% | 1.63% | 1.80% | 2.92% | 1.12% | 0.37% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
CSVFX vs. FSOSX - Drawdown Comparison
The maximum CSVFX drawdown since its inception was -55.31%, which is greater than FSOSX's maximum drawdown of -35.36%. Use the drawdown chart below to compare losses from any high point for CSVFX and FSOSX.
Loading graphics...
Drawdown Indicators
| CSVFX | FSOSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.31% | -35.36% | -19.95% |
Max Drawdown (1Y)Largest decline over 1 year | -11.72% | -12.39% | +0.67% |
Max Drawdown (5Y)Largest decline over 5 years | -29.11% | -35.36% | +6.25% |
Max Drawdown (10Y)Largest decline over 10 years | -33.50% | — | — |
Current DrawdownCurrent decline from peak | -11.50% | -11.89% | +0.39% |
Average DrawdownAverage peak-to-trough decline | -8.05% | -7.90% | -0.15% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.99% | 3.31% | -0.32% |
Volatility
CSVFX vs. FSOSX - Volatility Comparison
The current volatility for Columbia International Dividend Income Fund (CSVFX) is 7.16%, while Fidelity Series Overseas Fund (FSOSX) has a volatility of 8.28%. This indicates that CSVFX 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.
Loading graphics...
Volatility by Period
| CSVFX | FSOSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.16% | 8.28% | -1.12% |
Volatility (6M)Calculated over the trailing 6-month period | 10.74% | 11.94% | -1.20% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.37% | 18.25% | -1.88% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.21% | 17.35% | -2.14% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.97% | 18.93% | -2.96% |