DXJS vs. FJSCX
Compare and contrast key facts about WisdomTree Japan Hedged SmallCap Equity Fund (DXJS) and Fidelity Japan Smaller Companies Fund (FJSCX).
DXJS is a passively managed fund by WisdomTree that tracks the performance of the WisdomTree Japan Hedged SmallCap Equity Index. It was launched on Jun 28, 2013. FJSCX is managed by Fidelity. It was launched on Nov 1, 1995.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DXJS or FJSCX.
Key characteristics
| DXJS | FJSCX | |
|---|---|---|
| YTD Return | 14.19% | 2.92% |
| 1Y Return | 36.98% | 8.67% |
| 3Y Return (Ann) | 19.88% | 1.00% |
| 5Y Return (Ann) | 15.62% | 3.94% |
| 10Y Return (Ann) | 12.83% | 6.39% |
| Sharpe Ratio | 2.38 | 0.57 |
| Daily Std Dev | 15.30% | 14.72% |
| Max Drawdown | -39.29% | -66.21% |
| Current Drawdown | -1.43% | -7.40% |
Correlation
The correlation between DXJS and FJSCX is 0.60, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
DXJS vs. FJSCX - Performance Comparison
In the year-to-date period, DXJS achieves a 14.19% return, which is significantly higher than FJSCX's 2.92% return. Over the past 10 years, DXJS has outperformed FJSCX with an annualized return of 12.83%, while FJSCX has yielded a comparatively lower 6.39% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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DXJS vs. FJSCX - Expense Ratio Comparison
DXJS has a 0.58% expense ratio, which is lower than FJSCX's 0.91% expense ratio.
Risk-Adjusted Performance
DXJS vs. FJSCX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree Japan Hedged SmallCap Equity Fund (DXJS) and Fidelity Japan Smaller Companies Fund (FJSCX). 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.
Dividends
DXJS vs. FJSCX - Dividend Comparison
DXJS's dividend yield for the trailing twelve months is around 2.40%, less than FJSCX's 2.74% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DXJS WisdomTree Japan Hedged SmallCap Equity Fund | 2.40% | 2.71% | 2.63% | 2.96% | 3.04% | 2.16% | 2.06% | 1.53% | 1.66% | 3.99% | 8.65% | 0.21% |
FJSCX Fidelity Japan Smaller Companies Fund | 2.74% | 2.82% | 0.05% | 12.01% | 1.59% | 7.13% | 5.55% | 4.77% | 2.83% | 2.09% | 2.06% | 2.57% |
Drawdowns
DXJS vs. FJSCX - Drawdown Comparison
The maximum DXJS drawdown since its inception was -39.29%, smaller than the maximum FJSCX drawdown of -66.21%. Use the drawdown chart below to compare losses from any high point for DXJS and FJSCX. For additional features, visit the drawdowns tool.
Volatility
DXJS vs. FJSCX - Volatility Comparison
The current volatility for WisdomTree Japan Hedged SmallCap Equity Fund (DXJS) is 3.63%, while Fidelity Japan Smaller Companies Fund (FJSCX) has a volatility of 4.48%. This indicates that DXJS experiences smaller price fluctuations and is considered to be less risky than FJSCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.