Correlation
The correlation between FCPIX and VIMAX is 0.76, 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. VIMAX
Compare and contrast key facts about Fidelity Advisor International Capital Appreciation Fund Class I (FCPIX) and Vanguard Mid-Cap Index Fund Admiral Shares (VIMAX).
FCPIX is managed by Fidelity. It was launched on Nov 3, 1997. VIMAX is managed by Vanguard. It was launched on Nov 12, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FCPIX or VIMAX.
Performance
FCPIX vs. VIMAX - Performance Comparison
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Key characteristics
FCPIX:
0.82
VIMAX:
0.72
FCPIX:
1.14
VIMAX:
1.06
FCPIX:
1.16
VIMAX:
1.15
FCPIX:
0.89
VIMAX:
0.65
FCPIX:
3.43
VIMAX:
2.37
FCPIX:
4.22%
VIMAX:
5.21%
FCPIX:
19.93%
VIMAX:
18.46%
FCPIX:
-65.25%
VIMAX:
-58.88%
FCPIX:
-0.82%
VIMAX:
-4.18%
Returns By Period
In the year-to-date period, FCPIX achieves a 14.29% return, which is significantly higher than VIMAX's 2.85% return. Over the past 10 years, FCPIX has underperformed VIMAX with an annualized return of 8.81%, while VIMAX has yielded a comparatively higher 9.30% annualized return.
FCPIX
14.29%
6.42%
10.96%
15.32%
14.04%
11.05%
8.81%
VIMAX
2.85%
5.26%
-4.18%
12.28%
9.17%
12.56%
9.30%
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FCPIX vs. VIMAX - Expense Ratio Comparison
FCPIX has a 0.97% expense ratio, which is higher than VIMAX's 0.05% expense ratio.
Risk-Adjusted Performance
FCPIX vs. VIMAX — Risk-Adjusted Performance Rank
FCPIX
VIMAX
FCPIX vs. VIMAX - 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 Vanguard Mid-Cap Index Fund Admiral Shares (VIMAX). 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. VIMAX - Dividend Comparison
FCPIX's dividend yield for the trailing twelve months is around 0.61%, less than VIMAX's 1.52% 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% |
VIMAX Vanguard Mid-Cap Index Fund Admiral Shares | 1.52% | 1.48% | 1.51% | 1.59% | 1.11% | 1.44% | 1.47% | 1.82% | 1.35% | 1.45% | 1.47% | 1.29% |
Drawdowns
FCPIX vs. VIMAX - Drawdown Comparison
The maximum FCPIX drawdown since its inception was -65.25%, which is greater than VIMAX's maximum drawdown of -58.88%. Use the drawdown chart below to compare losses from any high point for FCPIX and VIMAX.
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Volatility
FCPIX vs. VIMAX - Volatility Comparison
The current volatility for Fidelity Advisor International Capital Appreciation Fund Class I (FCPIX) is 3.28%, while Vanguard Mid-Cap Index Fund Admiral Shares (VIMAX) has a volatility of 4.61%. This indicates that FCPIX experiences smaller price fluctuations and is considered to be less risky than VIMAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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