FCPVX vs. FEMKX
Compare and contrast key facts about Fidelity Small Cap Value Fund (FCPVX) and Fidelity Emerging Markets (FEMKX).
FCPVX is managed by Fidelity. It was launched on Nov 3, 2004. FEMKX is managed by Fidelity. It was launched on Nov 1, 1990.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FCPVX or FEMKX.
Key characteristics
| FCPVX | FEMKX | |
|---|---|---|
| YTD Return | 4.40% | 9.06% |
| 1Y Return | 21.17% | 17.83% |
| 3Y Return (Ann) | 3.94% | -3.41% |
| 5Y Return (Ann) | 12.22% | 7.73% |
| 10Y Return (Ann) | 9.83% | 6.15% |
| Sharpe Ratio | 1.25 | 1.28 |
| Daily Std Dev | 18.15% | 13.64% |
| Max Drawdown | -57.59% | -71.06% |
| Current Drawdown | -1.85% | -18.06% |
Correlation
The correlation between FCPVX and FEMKX is 0.62, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
FCPVX vs. FEMKX - Performance Comparison
In the year-to-date period, FCPVX achieves a 4.40% return, which is significantly lower than FEMKX's 9.06% return. Over the past 10 years, FCPVX has outperformed FEMKX with an annualized return of 9.83%, while FEMKX has yielded a comparatively lower 6.15% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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FCPVX vs. FEMKX - Expense Ratio Comparison
FCPVX has a 0.99% expense ratio, which is higher than FEMKX's 0.88% expense ratio.
Risk-Adjusted Performance
FCPVX vs. FEMKX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Small Cap Value Fund (FCPVX) and Fidelity Emerging Markets (FEMKX). 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.
Dividends
FCPVX vs. FEMKX - Dividend Comparison
FCPVX's dividend yield for the trailing twelve months is around 4.98%, more than FEMKX's 1.02% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCPVX Fidelity Small Cap Value Fund | 4.98% | 5.20% | 5.92% | 7.95% | 0.46% | 3.49% | 36.93% | 3.64% | 7.12% | 12.28% | 12.65% | 10.22% |
FEMKX Fidelity Emerging Markets | 1.02% | 1.11% | 0.77% | 6.00% | 1.39% | 1.71% | 0.83% | 0.58% | 0.67% | 0.51% | 1.24% | 0.08% |
Drawdowns
FCPVX vs. FEMKX - Drawdown Comparison
The maximum FCPVX drawdown since its inception was -57.59%, smaller than the maximum FEMKX drawdown of -71.06%. Use the drawdown chart below to compare losses from any high point for FCPVX and FEMKX. For additional features, visit the drawdowns tool.
Volatility
FCPVX vs. FEMKX - Volatility Comparison
Fidelity Small Cap Value Fund (FCPVX) and Fidelity Emerging Markets (FEMKX) have volatilities of 4.09% and 4.01%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.