FEDDX vs. FIVFX
Compare and contrast key facts about Fidelity Emerging Markets Discovery Fund (FEDDX) and Fidelity International Capital Appreciation Fund (FIVFX).
FEDDX is managed by Fidelity. It was launched on Nov 1, 2011. FIVFX is managed by Fidelity. It was launched on Nov 1, 1994.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FEDDX or FIVFX.
Correlation
The correlation between FEDDX and FIVFX is 0.72, 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.
Performance
FEDDX vs. FIVFX - Performance Comparison
Key characteristics
FEDDX:
-0.17
FIVFX:
0.47
FEDDX:
-0.14
FIVFX:
0.74
FEDDX:
0.98
FIVFX:
1.09
FEDDX:
-0.16
FIVFX:
0.37
FEDDX:
-0.51
FIVFX:
2.04
FEDDX:
4.50%
FIVFX:
3.34%
FEDDX:
13.57%
FIVFX:
14.60%
FEDDX:
-42.95%
FIVFX:
-66.32%
FEDDX:
-13.25%
FIVFX:
-12.34%
Returns By Period
In the year-to-date period, FEDDX achieves a -6.33% return, which is significantly lower than FIVFX's 4.45% return. Over the past 10 years, FEDDX has underperformed FIVFX with an annualized return of 5.37%, while FIVFX has yielded a comparatively higher 5.86% annualized return.
FEDDX
-6.33%
-4.82%
-7.40%
-3.27%
4.85%
5.37%
FIVFX
4.45%
-3.89%
-3.42%
5.40%
4.08%
5.86%
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FEDDX vs. FIVFX - Expense Ratio Comparison
FEDDX has a 1.19% expense ratio, which is higher than FIVFX's 1.00% expense ratio.
Risk-Adjusted Performance
FEDDX vs. FIVFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Emerging Markets Discovery Fund (FEDDX) and Fidelity International Capital Appreciation Fund (FIVFX). 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. FIVFX - Dividend Comparison
Neither FEDDX nor FIVFX has paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FEDDX Fidelity Emerging Markets Discovery Fund | 0.00% | 2.05% | 1.69% | 2.59% | 0.59% | 1.05% | 1.82% | 0.74% | 0.80% | 0.81% | 0.00% | 3.87% |
FIVFX Fidelity International Capital Appreciation Fund | 0.00% | 0.38% | 0.05% | 0.00% | 0.17% | 0.58% | 0.47% | 0.33% | 0.68% | 1.98% | 6.09% | 0.71% |
Drawdowns
FEDDX vs. FIVFX - Drawdown Comparison
The maximum FEDDX drawdown since its inception was -42.95%, smaller than the maximum FIVFX drawdown of -66.32%. Use the drawdown chart below to compare losses from any high point for FEDDX and FIVFX. For additional features, visit the drawdowns tool.
Volatility
FEDDX vs. FIVFX - Volatility Comparison
Fidelity Emerging Markets Discovery Fund (FEDDX) and Fidelity International Capital Appreciation Fund (FIVFX) have volatilities of 5.14% and 5.30%, 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.