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FCPCX vs. FINVX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

FCPCX vs. FINVX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Advisor International Capital Appreciation Fund Class C (FCPCX) and Fidelity Series International Value Fund (FINVX). The values are adjusted to include any dividend payments, if applicable.

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FCPCX vs. FINVX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
FCPCX
Fidelity Advisor International Capital Appreciation Fund Class C
-8.38%17.45%6.97%26.32%-27.27%11.10%20.98%31.41%-13.67%34.46%
FINVX
Fidelity Series International Value Fund
-1.35%45.75%6.20%20.35%-7.21%16.39%4.87%19.85%-16.40%20.41%

Returns By Period

In the year-to-date period, FCPCX achieves a -8.38% return, which is significantly lower than FINVX's -1.35% return. Over the past 10 years, FCPCX has underperformed FINVX with an annualized return of 7.63%, while FINVX has yielded a comparatively higher 10.07% annualized return.


FCPCX

1D
-0.51%
1M
-13.07%
YTD
-8.38%
6M
-8.95%
1Y
5.43%
3Y*
8.63%
5Y*
3.36%
10Y*
7.63%

FINVX

1D
0.85%
1M
-9.20%
YTD
-1.35%
6M
4.58%
1Y
26.12%
3Y*
20.18%
5Y*
13.04%
10Y*
10.07%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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FCPCX vs. FINVX - Expense Ratio Comparison

FCPCX has a 1.98% expense ratio, which is higher than FINVX's 0.01% expense ratio.


Return for Risk

FCPCX vs. FINVX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FCPCX
FCPCX Risk / Return Rank: 1010
Overall Rank
FCPCX Sharpe Ratio Rank: 99
Sharpe Ratio Rank
FCPCX Sortino Ratio Rank: 1010
Sortino Ratio Rank
FCPCX Omega Ratio Rank: 1010
Omega Ratio Rank
FCPCX Calmar Ratio Rank: 1010
Calmar Ratio Rank
FCPCX Martin Ratio Rank: 1111
Martin Ratio Rank

FINVX
FINVX Risk / Return Rank: 7979
Overall Rank
FINVX Sharpe Ratio Rank: 7979
Sharpe Ratio Rank
FINVX Sortino Ratio Rank: 7777
Sortino Ratio Rank
FINVX Omega Ratio Rank: 7676
Omega Ratio Rank
FINVX Calmar Ratio Rank: 8080
Calmar Ratio Rank
FINVX Martin Ratio Rank: 8181
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

FCPCX vs. FINVX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor International Capital Appreciation Fund Class C (FCPCX) 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.


FCPCXFINVXDifference

Sharpe ratio

Return per unit of total volatility

0.23

1.42

-1.19

Sortino ratio

Return per unit of downside risk

0.47

1.92

-1.45

Omega ratio

Gain probability vs. loss probability

1.06

1.29

-0.22

Calmar ratio

Return relative to maximum drawdown

0.21

1.90

-1.68

Martin ratio

Return relative to average drawdown

0.84

7.92

-7.08

FCPCX vs. FINVX - Sharpe Ratio Comparison

The current FCPCX Sharpe Ratio is 0.23, which is lower than the FINVX Sharpe Ratio of 1.42. The chart below compares the historical Sharpe Ratios of FCPCX and FINVX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


FCPCXFINVXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.23

1.42

-1.19

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.18

0.79

-0.61

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.43

0.56

-0.13

Sharpe Ratio (All Time)

Calculated using the full available price history

0.30

0.35

-0.04

Correlation

The correlation between FCPCX and FINVX is 0.86, 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

FCPCX vs. FINVX - Dividend Comparison

FCPCX's dividend yield for the trailing twelve months is around 6.86%, less than FINVX's 11.35% yield.


TTM20252024202320222021202020192018201720162015
FCPCX
Fidelity Advisor International Capital Appreciation Fund Class C
6.86%6.28%0.00%0.00%0.00%4.00%0.00%0.00%0.00%0.00%0.00%0.00%
FINVX
Fidelity Series International Value Fund
11.35%11.20%4.14%3.29%3.33%5.01%2.83%4.05%4.05%3.14%2.62%2.14%

Drawdowns

FCPCX vs. FINVX - Drawdown Comparison

The maximum FCPCX drawdown since its inception was -68.27%, which is greater than FINVX's maximum drawdown of -42.48%. Use the drawdown chart below to compare losses from any high point for FCPCX and FINVX.


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Drawdown Indicators


FCPCXFINVXDifference

Max Drawdown

Largest peak-to-trough decline

-68.27%

-42.48%

-25.79%

Max Drawdown (1Y)

Largest decline over 1 year

-14.59%

-11.66%

-2.93%

Max Drawdown (5Y)

Largest decline over 5 years

-37.83%

-27.13%

-10.70%

Max Drawdown (10Y)

Largest decline over 10 years

-37.83%

-42.48%

+4.65%

Current Drawdown

Current decline from peak

-14.59%

-9.26%

-5.33%

Average Drawdown

Average peak-to-trough decline

-17.16%

-9.11%

-8.05%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.68%

2.94%

+0.74%

Volatility

FCPCX vs. FINVX - Volatility Comparison

Fidelity Advisor International Capital Appreciation Fund Class C (FCPCX) has a higher volatility of 7.77% compared to Fidelity Series International Value Fund (FINVX) at 7.10%. This indicates that FCPCX's price experiences larger fluctuations and is considered to be riskier 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


FCPCXFINVXDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.77%

7.10%

+0.67%

Volatility (6M)

Calculated over the trailing 6-month period

12.38%

10.68%

+1.70%

Volatility (1Y)

Calculated over the trailing 1-year period

19.49%

17.52%

+1.97%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

18.45%

16.58%

+1.87%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.80%

17.99%

-0.19%