FEDIX vs. SEMNX
Compare and contrast key facts about Fidelity Advisor Emerging Markets Discovery Fund Class I (FEDIX) and Hartford Schroders Emerging Markets Equity Fund Class I (SEMNX).
FEDIX is managed by Fidelity. It was launched on Nov 1, 2011. SEMNX is managed by Hartford.
Performance
FEDIX vs. SEMNX - Performance Comparison
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FEDIX vs. SEMNX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FEDIX Fidelity Advisor Emerging Markets Discovery Fund Class I | 6.08% | 31.82% | -3.64% | 20.77% | -11.82% | 6.67% | 16.93% | 19.64% | -18.89% | 36.50% |
SEMNX Hartford Schroders Emerging Markets Equity Fund Class I | 3.88% | 40.36% | 7.56% | 8.80% | -22.30% | -5.11% | 23.58% | 22.12% | -15.57% | 40.87% |
Returns By Period
In the year-to-date period, FEDIX achieves a 6.08% return, which is significantly higher than SEMNX's 3.88% return. Both investments have delivered pretty close results over the past 10 years, with FEDIX having a 9.73% annualized return and SEMNX not far behind at 9.33%.
FEDIX
- 1D
- 1.90%
- 1M
- -6.08%
- YTD
- 6.08%
- 6M
- 11.75%
- 1Y
- 36.71%
- 3Y*
- 15.64%
- 5Y*
- 7.83%
- 10Y*
- 9.73%
SEMNX
- 1D
- 3.03%
- 1M
- -10.31%
- YTD
- 3.88%
- 6M
- 9.28%
- 1Y
- 41.21%
- 3Y*
- 17.53%
- 5Y*
- 3.71%
- 10Y*
- 9.33%
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FEDIX vs. SEMNX - Expense Ratio Comparison
FEDIX has a 1.19% expense ratio, which is lower than SEMNX's 1.23% expense ratio.
Return for Risk
FEDIX vs. SEMNX — Risk / Return Rank
FEDIX
SEMNX
FEDIX vs. SEMNX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Emerging Markets Discovery Fund Class I (FEDIX) and Hartford Schroders Emerging Markets Equity Fund Class I (SEMNX). 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.
| FEDIX | SEMNX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.64 | 2.16 | +0.48 |
Sortino ratioReturn per unit of downside risk | 3.28 | 2.73 | +0.55 |
Omega ratioGain probability vs. loss probability | 1.50 | 1.41 | +0.09 |
Calmar ratioReturn relative to maximum drawdown | 3.67 | 2.78 | +0.88 |
Martin ratioReturn relative to average drawdown | 14.30 | 11.39 | +2.90 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FEDIX | SEMNX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.64 | 2.16 | +0.48 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.56 | 0.21 | +0.35 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.62 | 0.51 | +0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 0.25 | +0.27 |
Correlation
The correlation between FEDIX and SEMNX is 0.87, 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.
Dividends
FEDIX vs. SEMNX - Dividend Comparison
FEDIX's dividend yield for the trailing twelve months is around 4.43%, more than SEMNX's 1.52% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FEDIX Fidelity Advisor Emerging Markets Discovery Fund Class I | 4.43% | 4.70% | 4.01% | 2.11% | 1.79% | 11.83% | 0.55% | 1.05% | 1.84% | 1.49% | 1.44% | 0.83% |
SEMNX Hartford Schroders Emerging Markets Equity Fund Class I | 1.52% | 1.58% | 1.16% | 1.33% | 1.86% | 1.21% | 0.77% | 2.17% | 1.22% | 0.82% | 0.94% | 0.94% |
Drawdowns
FEDIX vs. SEMNX - Drawdown Comparison
The maximum FEDIX drawdown since its inception was -42.98%, smaller than the maximum SEMNX drawdown of -65.10%. Use the drawdown chart below to compare losses from any high point for FEDIX and SEMNX.
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Drawdown Indicators
| FEDIX | SEMNX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.98% | -65.10% | +22.12% |
Max Drawdown (1Y)Largest decline over 1 year | -9.98% | -14.80% | +4.82% |
Max Drawdown (5Y)Largest decline over 5 years | -27.42% | -39.74% | +12.32% |
Max Drawdown (10Y)Largest decline over 10 years | -42.98% | -42.47% | -0.51% |
Current DrawdownCurrent decline from peak | -7.86% | -12.22% | +4.36% |
Average DrawdownAverage peak-to-trough decline | -8.86% | -17.39% | +8.53% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.56% | 3.62% | -1.06% |
Volatility
FEDIX vs. SEMNX - Volatility Comparison
The current volatility for Fidelity Advisor Emerging Markets Discovery Fund Class I (FEDIX) is 6.74%, while Hartford Schroders Emerging Markets Equity Fund Class I (SEMNX) has a volatility of 10.25%. This indicates that FEDIX experiences smaller price fluctuations and is considered to be less risky than SEMNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FEDIX | SEMNX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.74% | 10.25% | -3.51% |
Volatility (6M)Calculated over the trailing 6-month period | 9.87% | 15.23% | -5.36% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.41% | 19.54% | -5.13% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.00% | 17.65% | -3.65% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.66% | 18.37% | -2.71% |