FEDDX vs. FCPVX
Compare and contrast key facts about Fidelity Emerging Markets Discovery Fund (FEDDX) and Fidelity Small Cap Value Fund (FCPVX).
FEDDX is managed by Fidelity. It was launched on Nov 1, 2011. FCPVX is managed by Fidelity. It was launched on Nov 3, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FEDDX or FCPVX.
Key characteristics
| FEDDX | FCPVX | |
|---|---|---|
| YTD Return | 2.62% | 11.72% |
| 1Y Return | 10.77% | 27.86% |
| 3Y Return (Ann) | 1.64% | -0.53% |
| 5Y Return (Ann) | 7.50% | 8.45% |
| 10Y Return (Ann) | 5.77% | 3.97% |
| Sharpe Ratio | 0.90 | 1.37 |
| Sortino Ratio | 1.31 | 2.08 |
| Omega Ratio | 1.16 | 1.25 |
| Calmar Ratio | 1.19 | 1.09 |
| Martin Ratio | 3.73 | 6.21 |
| Ulcer Index | 3.10% | 4.36% |
| Daily Std Dev | 12.81% | 19.80% |
| Max Drawdown | -42.95% | -58.43% |
| Current Drawdown | -4.96% | -1.56% |
Correlation
The correlation between FEDDX and FCPVX is 0.55, 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
FEDDX vs. FCPVX - Performance Comparison
In the year-to-date period, FEDDX achieves a 2.62% return, which is significantly lower than FCPVX's 11.72% return. Over the past 10 years, FEDDX has outperformed FCPVX with an annualized return of 5.77%, while FCPVX has yielded a comparatively lower 3.97% 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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FEDDX vs. FCPVX - Expense Ratio Comparison
FEDDX has a 1.19% expense ratio, which is higher than FCPVX's 0.99% expense ratio.
Risk-Adjusted Performance
FEDDX vs. FCPVX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Emerging Markets Discovery Fund (FEDDX) and Fidelity Small Cap Value Fund (FCPVX). 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
FEDDX vs. FCPVX - Dividend Comparison
FEDDX's dividend yield for the trailing twelve months is around 2.00%, more than FCPVX's 0.66% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FEDDX Fidelity Emerging Markets Discovery Fund | 2.00% | 2.05% | 1.69% | 2.59% | 0.59% | 1.05% | 1.82% | 0.74% | 0.80% | 0.81% | 0.00% | 3.87% |
FCPVX Fidelity Small Cap Value Fund | 0.66% | 0.64% | 0.00% | 2.04% | 0.46% | 0.81% | 1.10% | 1.09% | 0.77% | 12.28% | 12.65% | 10.22% |
Drawdowns
FEDDX vs. FCPVX - Drawdown Comparison
The maximum FEDDX drawdown since its inception was -42.95%, smaller than the maximum FCPVX drawdown of -58.43%. Use the drawdown chart below to compare losses from any high point for FEDDX and FCPVX. For additional features, visit the drawdowns tool.
Volatility
FEDDX vs. FCPVX - Volatility Comparison
The current volatility for Fidelity Emerging Markets Discovery Fund (FEDDX) is 2.89%, while Fidelity Small Cap Value Fund (FCPVX) has a volatility of 7.44%. This indicates that FEDDX experiences smaller price fluctuations and is considered to be less risky than FCPVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.