FDIVX vs. FISMX
Compare and contrast key facts about Fidelity Diversified International Fund (FDIVX) and Fidelity International Small Cap Fund (FISMX).
FDIVX is managed by Fidelity. It was launched on Dec 27, 1991. FISMX is managed by Fidelity. It was launched on Sep 18, 2002.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FDIVX or FISMX.
Correlation
The correlation between FDIVX and FISMX 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
FDIVX vs. FISMX - Performance Comparison
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Key characteristics
FDIVX:
0.48
FISMX:
0.66
FDIVX:
0.81
FISMX:
0.93
FDIVX:
1.11
FISMX:
1.13
FDIVX:
0.39
FISMX:
0.69
FDIVX:
1.89
FISMX:
1.73
FDIVX:
4.89%
FISMX:
5.05%
FDIVX:
18.69%
FISMX:
13.71%
FDIVX:
-59.98%
FISMX:
-58.76%
FDIVX:
-7.90%
FISMX:
-0.23%
Returns By Period
The year-to-date returns for both stocks are quite close, with FDIVX having a 13.99% return and FISMX slightly lower at 13.86%. Over the past 10 years, FDIVX has underperformed FISMX with an annualized return of 3.43%, while FISMX has yielded a comparatively higher 5.69% annualized return.
FDIVX
13.99%
9.23%
10.57%
8.97%
9.79%
6.93%
3.43%
FISMX
13.86%
7.50%
14.10%
8.98%
9.13%
11.49%
5.69%
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FDIVX vs. FISMX - Expense Ratio Comparison
Both FDIVX and FISMX have an expense ratio of 1.01%.
Risk-Adjusted Performance
FDIVX vs. FISMX — Risk-Adjusted Performance Rank
FDIVX
FISMX
FDIVX vs. FISMX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Diversified International Fund (FDIVX) and Fidelity International Small Cap Fund (FISMX). 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
FDIVX vs. FISMX - Dividend Comparison
FDIVX's dividend yield for the trailing twelve months is around 1.80%, less than FISMX's 2.32% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
FDIVX Fidelity Diversified International Fund | 1.80% | 2.05% | 1.71% | 0.38% | 1.17% | 0.04% | 1.32% | 1.35% | 1.08% | 1.15% | 2.23% | 4.97% |
FISMX Fidelity International Small Cap Fund | 2.32% | 2.64% | 1.87% | 0.70% | 7.28% | 0.83% | 2.32% | 6.14% | 3.44% | 2.70% | 5.45% | 18.12% |
Drawdowns
FDIVX vs. FISMX - Drawdown Comparison
The maximum FDIVX drawdown since its inception was -59.98%, roughly equal to the maximum FISMX drawdown of -58.76%. Use the drawdown chart below to compare losses from any high point for FDIVX and FISMX. For additional features, visit the drawdowns tool.
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Volatility
FDIVX vs. FISMX - Volatility Comparison
Fidelity Diversified International Fund (FDIVX) has a higher volatility of 2.92% compared to Fidelity International Small Cap Fund (FISMX) at 2.10%. This indicates that FDIVX's price experiences larger fluctuations and is considered to be riskier than FISMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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