FCPCX vs. SIMYX
Compare and contrast key facts about Fidelity Advisor International Capital Appreciation Fund Class C (FCPCX) and SEI Institutional Managed Trust Tax-Managed International Managed Volatility Fund (SIMYX).
FCPCX is managed by Fidelity. It was launched on Nov 3, 1997. SIMYX is managed by BlackRock. It was launched on Oct 16, 2016.
Performance
FCPCX vs. SIMYX - Performance Comparison
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FCPCX vs. SIMYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
SIMYX SEI Institutional Managed Trust Tax-Managed International Managed Volatility Fund | 3.35% | 30.07% | 6.26% | 13.11% | -11.38% | 7.83% | -1.33% | 15.77% | -12.11% | 21.58% |
Returns By Period
In the year-to-date period, FCPCX achieves a -8.38% return, which is significantly lower than SIMYX's 3.35% 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%
SIMYX
- 1D
- 0.58%
- 1M
- -7.35%
- YTD
- 3.35%
- 6M
- 7.54%
- 1Y
- 22.67%
- 3Y*
- 15.31%
- 5Y*
- 8.60%
- 10Y*
- —
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FCPCX vs. SIMYX - Expense Ratio Comparison
FCPCX has a 1.98% expense ratio, which is higher than SIMYX's 0.86% expense ratio.
Return for Risk
FCPCX vs. SIMYX — Risk / Return Rank
FCPCX
SIMYX
FCPCX vs. SIMYX - 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 SEI Institutional Managed Trust Tax-Managed International Managed Volatility Fund (SIMYX). 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.
| FCPCX | SIMYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.23 | 1.75 | -1.52 |
Sortino ratioReturn per unit of downside risk | 0.47 | 2.30 | -1.84 |
Omega ratioGain probability vs. loss probability | 1.06 | 1.35 | -0.29 |
Calmar ratioReturn relative to maximum drawdown | 0.21 | 2.52 | -2.30 |
Martin ratioReturn relative to average drawdown | 0.84 | 9.65 | -8.81 |
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
| FCPCX | SIMYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.23 | 1.75 | -1.52 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.18 | 0.76 | -0.58 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.43 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.30 | 0.58 | -0.28 |
Correlation
The correlation between FCPCX and SIMYX is 0.71, 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. SIMYX - Dividend Comparison
FCPCX's dividend yield for the trailing twelve months is around 6.86%, more than SIMYX's 3.03% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
SIMYX SEI Institutional Managed Trust Tax-Managed International Managed Volatility Fund | 3.03% | 3.13% | 5.26% | 3.62% | 3.13% | 3.41% | 1.96% | 3.09% | 3.01% | 2.74% |
Drawdowns
FCPCX vs. SIMYX - Drawdown Comparison
The maximum FCPCX drawdown since its inception was -68.27%, which is greater than SIMYX's maximum drawdown of -32.14%. Use the drawdown chart below to compare losses from any high point for FCPCX and SIMYX.
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Drawdown Indicators
| FCPCX | SIMYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -68.27% | -32.14% | -36.13% |
Max Drawdown (1Y)Largest decline over 1 year | -14.59% | -8.55% | -6.04% |
Max Drawdown (5Y)Largest decline over 5 years | -37.83% | -25.06% | -12.77% |
Max Drawdown (10Y)Largest decline over 10 years | -37.83% | — | — |
Current DrawdownCurrent decline from peak | -14.59% | -7.35% | -7.24% |
Average DrawdownAverage peak-to-trough decline | -17.16% | -6.14% | -11.02% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.68% | 2.23% | +1.45% |
Volatility
FCPCX vs. SIMYX - Volatility Comparison
Fidelity Advisor International Capital Appreciation Fund Class C (FCPCX) has a higher volatility of 7.77% compared to SEI Institutional Managed Trust Tax-Managed International Managed Volatility Fund (SIMYX) at 4.79%. This indicates that FCPCX's price experiences larger fluctuations and is considered to be riskier than SIMYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FCPCX | SIMYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.77% | 4.79% | +2.98% |
Volatility (6M)Calculated over the trailing 6-month period | 12.38% | 7.26% | +5.12% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.49% | 12.54% | +6.95% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.45% | 11.31% | +7.14% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.80% | 12.24% | +5.56% |