FCIRX vs. FSOSX
Compare and contrast key facts about Fiera Capital International Equity Fund (FCIRX) and Fidelity Series Overseas Fund (FSOSX).
FCIRX is managed by Fiera Capital. It was launched on Sep 28, 2017. FSOSX is managed by Fidelity. It was launched on Jun 21, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FCIRX or FSOSX.
Correlation
The correlation between FCIRX and FSOSX is 0.73, 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.
Performance
FCIRX vs. FSOSX - Performance Comparison
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Key characteristics
FCIRX:
0.16
FSOSX:
0.65
FCIRX:
0.39
FSOSX:
1.05
FCIRX:
1.05
FSOSX:
1.14
FCIRX:
0.19
FSOSX:
0.87
FCIRX:
0.54
FSOSX:
2.62
FCIRX:
5.93%
FSOSX:
4.68%
FCIRX:
15.71%
FSOSX:
18.11%
FCIRX:
-32.05%
FSOSX:
-36.47%
FCIRX:
-5.47%
FSOSX:
-0.26%
Returns By Period
In the year-to-date period, FCIRX achieves a 4.63% return, which is significantly lower than FSOSX's 13.39% return.
FCIRX
4.63%
8.04%
0.87%
1.84%
16.06%
N/A
FSOSX
13.39%
11.24%
8.88%
11.62%
11.86%
N/A
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FCIRX vs. FSOSX - Expense Ratio Comparison
FCIRX has a 1.25% expense ratio, which is higher than FSOSX's 0.01% expense ratio.
Risk-Adjusted Performance
FCIRX vs. FSOSX — Risk-Adjusted Performance Rank
FCIRX
FSOSX
FCIRX vs. FSOSX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fiera Capital International Equity Fund (FCIRX) 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.
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Dividends
FCIRX vs. FSOSX - Dividend Comparison
FCIRX's dividend yield for the trailing twelve months is around 0.40%, less than FSOSX's 1.99% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
---|---|---|---|---|---|---|---|---|---|
FCIRX Fiera Capital International Equity Fund | 0.40% | 0.41% | 0.40% | 0.92% | 18.33% | 5.48% | 4.89% | 2.47% | 0.89% |
FSOSX Fidelity Series Overseas Fund | 1.99% | 2.25% | 1.63% | 1.80% | 1.19% | 1.12% | 0.37% | 0.00% | 0.00% |
Drawdowns
FCIRX vs. FSOSX - Drawdown Comparison
The maximum FCIRX drawdown since its inception was -32.05%, smaller than the maximum FSOSX drawdown of -36.47%. Use the drawdown chart below to compare losses from any high point for FCIRX and FSOSX. For additional features, visit the drawdowns tool.
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Volatility
FCIRX vs. FSOSX - Volatility Comparison
Fiera Capital International Equity Fund (FCIRX) and Fidelity Series Overseas Fund (FSOSX) have volatilities of 4.05% and 4.15%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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