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 a passively managed fund by Fidelity that tracks the performance of the S&P 500 Index. It was launched on Feb 17, 1988.
Performance
FCPIX vs. FXAIX - Performance Comparison
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FCPIX vs. FXAIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FCPIX Fidelity Advisor International Capital Appreciation Fund Class I | -8.16% | 18.68% | 8.02% | 27.64% | -26.55% | 12.26% | 22.23% | 32.75% | -12.79% | 35.88% |
FXAIX Fidelity 500 Index Fund | -7.05% | 17.84% | 25.01% | 26.29% | -18.14% | 28.71% | 18.42% | 31.48% | -4.43% | 21.82% |
Returns By Period
In the year-to-date period, FCPIX achieves a -8.16% return, which is significantly lower than FXAIX's -7.05% return. Over the past 10 years, FCPIX has underperformed FXAIX with an annualized return of 8.73%, while FXAIX has yielded a comparatively higher 13.75% annualized return.
FCPIX
- 1D
- -0.51%
- 1M
- -13.01%
- YTD
- -8.16%
- 6M
- -8.47%
- 1Y
- 6.49%
- 3Y*
- 9.73%
- 5Y*
- 4.42%
- 10Y*
- 8.73%
FXAIX
- 1D
- -0.39%
- 1M
- -7.68%
- YTD
- -7.05%
- 6M
- -4.59%
- 1Y
- 14.42%
- 3Y*
- 17.17%
- 5Y*
- 11.40%
- 10Y*
- 13.75%
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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.
Return for Risk
FCPIX vs. FXAIX — Risk / Return Rank
FCPIX
FXAIX
FCPIX vs. FXAIX - Risk-Adjusted Trends 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.
| FCPIX | FXAIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.29 | 0.84 | -0.55 |
Sortino ratioReturn per unit of downside risk | 0.54 | 1.30 | -0.75 |
Omega ratioGain probability vs. loss probability | 1.07 | 1.20 | -0.12 |
Calmar ratioReturn relative to maximum drawdown | 0.29 | 1.05 | -0.77 |
Martin ratioReturn relative to average drawdown | 1.15 | 5.13 | -3.98 |
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
| FCPIX | FXAIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.29 | 0.84 | -0.55 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.24 | 0.68 | -0.44 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.49 | 0.77 | -0.27 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.36 | 0.75 | -0.40 |
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.
Dividends
FCPIX vs. FXAIX - Dividend Comparison
FCPIX's dividend yield for the trailing twelve months is around 5.92%, more than FXAIX's 1.20% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCPIX Fidelity Advisor International Capital Appreciation Fund Class I | 5.92% | 5.44% | 0.70% | 0.36% | 0.00% | 3.79% | 0.11% | 0.54% | 0.54% | 0.21% | 0.37% | 0.24% |
FXAIX Fidelity 500 Index Fund | 1.20% | 1.11% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 2.06% | 2.72% | 1.97% | 2.52% | 2.83% |
Drawdowns
FCPIX vs. FXAIX - Drawdown Comparison
The maximum FCPIX drawdown since its inception was -67.79%, 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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Drawdown Indicators
| FCPIX | FXAIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -67.79% | -33.79% | -34.00% |
Max Drawdown (1Y)Largest decline over 1 year | -14.45% | -12.13% | -2.32% |
Max Drawdown (5Y)Largest decline over 5 years | -37.24% | -24.50% | -12.74% |
Max Drawdown (10Y)Largest decline over 10 years | -37.24% | -33.79% | -3.45% |
Current DrawdownCurrent decline from peak | -14.45% | -8.89% | -5.56% |
Average DrawdownAverage peak-to-trough decline | -15.84% | -3.83% | -12.01% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.60% | 2.50% | +1.10% |
Volatility
FCPIX vs. FXAIX - Volatility Comparison
Fidelity Advisor International Capital Appreciation Fund Class I (FCPIX) has a higher volatility of 7.72% compared to Fidelity 500 Index Fund (FXAIX) at 4.24%. This indicates that FCPIX's price experiences larger fluctuations and is considered to be riskier than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FCPIX | FXAIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.72% | 4.24% | +3.48% |
Volatility (6M)Calculated over the trailing 6-month period | 12.32% | 9.08% | +3.24% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.46% | 18.13% | +1.33% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.45% | 16.88% | +1.57% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.81% | 18.03% | -0.22% |