FAERX vs. BIGFX
Compare and contrast key facts about Fidelity Advisor Overseas Fund Class M (FAERX) and Baron International Growth Fund (BIGFX).
FAERX is managed by Fidelity. It was launched on Apr 23, 1990. BIGFX is managed by Baron Capital Group, Inc.. It was launched on Dec 30, 2008.
Performance
FAERX vs. BIGFX - Performance Comparison
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Returns By Period
Over the past 10 years, FAERX has underperformed BIGFX with an annualized return of 7.27%, while BIGFX has yielded a comparatively higher 7.73% annualized return.
FAERX
- 1D
- 0.00%
- 1M
- 0.00%
- YTD
- 0.00%
- 6M
- -5.36%
- 1Y
- 9.13%
- 3Y*
- 9.21%
- 5Y*
- 4.41%
- 10Y*
- 7.27%
BIGFX
- 1D
- -0.69%
- 1M
- -3.58%
- YTD
- 0.10%
- 6M
- -4.59%
- 1Y
- 21.99%
- 3Y*
- 9.17%
- 5Y*
- 0.64%
- 10Y*
- 7.73%
FAERX vs. BIGFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FAERX Fidelity Advisor Overseas Fund Class M | 0.00% | 14.70% | 4.40% | 19.78% | -24.77% | 18.63% | 14.43% | 27.14% | -15.25% | 29.37% |
BIGFX Baron International Growth Fund | 0.10% | 20.80% | 4.11% | 7.33% | -27.47% | 9.63% | 30.52% | 29.06% | -17.88% | 36.95% |
Correlation
The correlation between FAERX and BIGFX is 0.88, indicating a strong positive relationship between their price movements. Combining them offers limited diversification — they'll tend to fall together during downturns. For meaningful risk reduction, look for holdings with correlations below 0.5.
FAERX vs. BIGFX - Expense Ratio Comparison
FAERX has a 1.65% expense ratio, which is higher than BIGFX's 1.20% expense ratio.
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Return for Risk
FAERX vs. BIGFX — Risk / Return Rank
FAERX
BIGFX
FAERX vs. BIGFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Overseas Fund Class M (FAERX) and Baron International Growth Fund (BIGFX). 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.
| FAERX | BIGFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.48 | 1.05 | -0.57 |
Sortino ratioReturn per unit of downside risk | 0.79 | 1.53 | -0.74 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.21 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 0.40 | 1.56 | -1.15 |
Martin ratioReturn relative to average drawdown | 1.42 | 5.07 | -3.65 |
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
| FAERX | BIGFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.48 | 1.05 | -0.57 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.27 | 0.04 | +0.23 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.44 | 0.45 | -0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.31 | 0.52 | -0.21 |
Drawdowns
FAERX vs. BIGFX - Drawdown Comparison
The maximum FAERX drawdown since its inception was -60.14%, which is greater than BIGFX's maximum drawdown of -41.12%. Use the drawdown chart below to compare losses from any high point for FAERX and BIGFX.
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Drawdown Indicators
| FAERX | BIGFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.14% | -41.12% | -19.02% |
Max Drawdown (1Y)Largest decline over 1 year | -7.29% | -12.71% | +5.42% |
Max Drawdown (5Y)Largest decline over 5 years | -36.62% | -41.12% | +4.50% |
Max Drawdown (10Y)Largest decline over 10 years | -36.62% | -41.12% | +4.50% |
Current DrawdownCurrent decline from peak | -5.89% | -8.53% | +2.64% |
Average DrawdownAverage peak-to-trough decline | -14.40% | -10.11% | -4.29% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.96% | 3.90% | +0.06% |
Volatility
FAERX vs. BIGFX - Volatility Comparison
The current volatility for Fidelity Advisor Overseas Fund Class M (FAERX) is 0.00%, while Baron International Growth Fund (BIGFX) has a volatility of 7.94%. This indicates that FAERX experiences smaller price fluctuations and is considered to be less risky than BIGFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FAERX | BIGFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.00% | 7.94% | -7.94% |
Volatility (6M)Calculated over the trailing 6-month period | 5.99% | 12.42% | -6.43% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.16% | 18.02% | -2.86% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.86% | 16.86% | 0.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.73% | 17.11% | -0.38% |
Dividends
FAERX vs. BIGFX - Dividend Comparison
FAERX's dividend yield for the trailing twelve months is around 7.94%, more than BIGFX's 0.85% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FAERX Fidelity Advisor Overseas Fund Class M | 7.94% | 7.94% | 0.96% | 0.51% | 0.12% | 2.07% | 0.00% | 1.15% | 4.25% | 3.35% | 0.80% | 0.09% |
BIGFX Baron International Growth Fund | 0.85% | 0.85% | 0.80% | 0.35% | 1.25% | 5.24% | 0.02% | 0.08% | 3.56% | 3.54% | 0.93% | 0.62% |