Correlation
The correlation between FCPIX and FXAIX is 0.81, 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.
FCPIX vs. FXAIX
Compare and contrast key facts about Fidelity Advisor International Capital Appreciation Fund Class I (FCPIX) and Fidelity 500 Index Fund (FXAIX).
FCPIX is managed by Fidelity. It was launched on Nov 3, 1997. FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FCPIX or FXAIX.
Performance
FCPIX vs. FXAIX - Performance Comparison
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Key characteristics
FCPIX:
0.82
FXAIX:
0.75
FCPIX:
1.14
FXAIX:
1.07
FCPIX:
1.16
FXAIX:
1.15
FCPIX:
0.89
FXAIX:
0.72
FCPIX:
3.43
FXAIX:
2.73
FCPIX:
4.22%
FXAIX:
4.85%
FCPIX:
19.93%
FXAIX:
19.78%
FCPIX:
-65.25%
FXAIX:
-33.79%
FCPIX:
-0.82%
FXAIX:
-3.14%
Returns By Period
In the year-to-date period, FCPIX achieves a 14.29% return, which is significantly higher than FXAIX's 1.34% return. Over the past 10 years, FCPIX has underperformed FXAIX with an annualized return of 8.81%, while FXAIX has yielded a comparatively higher 12.68% annualized return.
FCPIX
14.29%
6.42%
10.96%
15.32%
14.04%
11.05%
8.81%
FXAIX
1.34%
5.62%
-1.07%
13.84%
14.51%
16.00%
12.68%
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FCPIX vs. FXAIX - Expense Ratio Comparison
FCPIX has a 0.97% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Risk-Adjusted Performance
FCPIX vs. FXAIX — Risk-Adjusted Performance Rank
FCPIX
FXAIX
FCPIX vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor International Capital Appreciation Fund Class I (FCPIX) and Fidelity 500 Index Fund (FXAIX). 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
FCPIX vs. FXAIX - Dividend Comparison
FCPIX's dividend yield for the trailing twelve months is around 0.61%, less than FXAIX's 1.55% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCPIX Fidelity Advisor International Capital Appreciation Fund Class I | 0.61% | 0.70% | 0.36% | 0.00% | 3.79% | 0.11% | 0.54% | 0.54% | 0.21% | 0.37% | 0.24% | 0.43% |
FXAIX Fidelity 500 Index Fund | 1.55% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 2.06% | 2.72% | 1.97% | 2.52% | 2.83% | 2.08% |
Drawdowns
FCPIX vs. FXAIX - Drawdown Comparison
The maximum FCPIX drawdown since its inception was -65.25%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for FCPIX and FXAIX.
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Volatility
FCPIX vs. FXAIX - Volatility Comparison
The current volatility for Fidelity Advisor International Capital Appreciation Fund Class I (FCPIX) is 3.28%, while Fidelity 500 Index Fund (FXAIX) has a volatility of 4.77%. This indicates that FCPIX experiences smaller price fluctuations and is considered to be less risky than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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