FAOSX vs. FINVX
FAOSX (Fidelity Advisor Overseas Fund Class Z) and FINVX (Fidelity Series International Value Fund) are both Foreign Large Cap Equities funds from Fidelity. Over the past 5 years, FAOSX returned 2.86%/yr vs 15.08%/yr for FINVX. Their correlation of 0.84 means they have usually moved in the same direction. FAOSX charges 1.02%/yr vs 0.01%/yr for FINVX.
Performance
FAOSX vs. FINVX - Performance Comparison
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Returns By Period
FAOSX
- 1D
- 0.00%
- 1M
- 0.00%
- 6M
- 0.00%
- YTD
- 0.00%
- 1Y
- -0.26%
- 3Y*
- 7.96%
- 5Y*
- 2.86%
- 10Y*
- —
- ALL TIME*
- 8.10%
FINVX
- 1D
- 2.29%
- 1M
- 2.53%
- 6M
- 6.40%
- YTD
- 11.86%
- 1Y
- 28.79%
- 3Y*
- 22.21%
- 5Y*
- 15.08%
- 10Y*
- 11.20%
- ALL TIME*
- 6.95%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
FAOSX vs. FINVX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FAOSX Fidelity Advisor Overseas Fund Class Z | 0.00% | 15.36% | 5.06% | 20.52% | -24.31% | 19.42% | 15.17% | 27.96% | -14.73% | 26.25% |
FINVX Fidelity Series International Value Fund | 11.86% | 45.75% | 6.20% | 20.35% | -7.21% | 16.39% | 4.87% | 19.85% | -16.40% | 17.84% |
Correlation
The correlation between FAOSX and FINVX is 0.45, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.45 |
Correlation (3Y) Balances recent behavior with more history. | 0.76 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.81 |
Correlation (All Time) Calculated using the full available price history since Feb 1, 2017 | 0.84 |
Over the past year, the correlation between FAOSX and FINVX has dropped to 0.45 - well below their long-term average of 0.84, suggesting their price drivers have been diverging.
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Return for Risk
FAOSX vs. FINVX — Risk / Return Rank
FAOSX
FINVX
FAOSX vs. FINVX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Overseas Fund Class Z (FAOSX) 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| FAOSX | FINVX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.13 | ||
| Sortino ratioReturn per unit of downside risk | -2.95 | ||
| Omega ratioGain probability vs. loss probability | 0.93 | 1.32 | -0.39 |
| Calmar ratioReturn relative to maximum drawdown | -0.32 | 2.66 | -2.98 |
| Martin ratioReturn relative to average drawdown | -0.48 | 9.86 | -10.35 |
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Drawdowns
FAOSX vs. FINVX - Drawdown Comparison
The maximum FAOSX drawdown since its inception was -36.24%, smaller than the maximum FINVX drawdown of -42.48%. Use the drawdown chart below to compare losses from any high point for FAOSX and FINVX.
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Drawdown Indicators
| FAOSX | FINVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.24% | -42.48% | +6.24% |
Max Drawdown (1Y)Largest decline over 1 year | -7.26% | -10.38% | +3.12% |
Max Drawdown (3Y)Largest decline over 3 years | -13.96% | -14.60% | +0.64% |
Max Drawdown (5Y)Largest decline over 5 years | -36.24% | -27.13% | -9.11% |
Max Drawdown (10Y)Largest decline over 10 years | — | -42.48% | — |
Current DrawdownCurrent decline from peak | -5.86% | 0.00% | -5.86% |
Average DrawdownAverage peak-to-trough decline | -7.90% | -8.97% | +1.07% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.48% | 2.79% | +1.69% |
Volatility
FAOSX vs. FINVX - Volatility Comparison
The current volatility for Fidelity Advisor Overseas Fund Class Z (FAOSX) is 0.00%, while Fidelity Series International Value Fund (FINVX) has a volatility of 4.36%. This indicates that FAOSX experiences smaller price fluctuations and is considered to be less risky 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
| FAOSX | FINVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.00% | 4.36% | -4.36% |
Volatility (6M)Calculated over the trailing 6-month period | 0.00% | 12.76% | -12.76% |
Volatility (1Y)Calculated over the trailing 1-year period | 7.68% | 15.13% | -7.45% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.65% | 16.69% | -0.04% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.56% | 17.74% | -1.18% |
FAOSX vs. FINVX - Expense Ratio Comparison
FAOSX has a 1.02% expense ratio, which is higher than FINVX's 0.01% expense ratio.
Dividends
FAOSX vs. FINVX - Dividend Comparison
FAOSX's dividend yield for the trailing twelve months is around 8.67%, less than FINVX's 10.01% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FAOSX Fidelity Advisor Overseas Fund Class Z | 8.67% | 8.67% | 1.80% | 1.12% | 0.85% | 2.07% | 0.00% | 1.70% | 5.30% | 3.93% | 0.00% | 0.00% |
FINVX Fidelity Series International Value Fund | 10.01% | 11.20% | 4.14% | 3.29% | 3.33% | 5.01% | 2.83% | 4.05% | 4.05% | 3.14% | 2.62% | 2.14% |
Frequently Asked Questions
FAOSX and FINVX have a correlation of 0.45, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
FINVX has higher volatility (4.36%) compared to FAOSX (0.00%). In terms of maximum drawdown, FAOSX dropped -36.24% vs FINVX's -42.48%.
FINVX currently has the higher Sharpe Ratio (1.82 vs -0.30), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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