FEIKX vs. FSPSX
Compare and contrast key facts about Fidelity Equity-Income Fund Class K (FEIKX) and Fidelity International Index Fund (FSPSX).
FEIKX is managed by Fidelity. It was launched on May 9, 2008. FSPSX is a passively managed fund by Fidelity that tracks the performance of the MSCI ACWI ex USA IMI Index. It was launched on Nov 5, 1997.
Performance
FEIKX vs. FSPSX - Performance Comparison
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FEIKX vs. FSPSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FEIKX Fidelity Equity-Income Fund Class K | 1.33% | 19.05% | 15.42% | 10.72% | -5.02% | 24.61% | 6.86% | 28.02% | -8.38% | 12.88% |
FSPSX Fidelity International Index Fund | 0.95% | 31.98% | 3.70% | 18.31% | -14.23% | 11.45% | 8.16% | 22.03% | -13.55% | 25.37% |
Returns By Period
In the year-to-date period, FEIKX achieves a 1.33% return, which is significantly higher than FSPSX's 0.95% return. Over the past 10 years, FEIKX has outperformed FSPSX with an annualized return of 11.51%, while FSPSX has yielded a comparatively lower 8.97% annualized return.
FEIKX
- 1D
- 0.02%
- 1M
- -6.45%
- YTD
- 1.33%
- 6M
- 5.40%
- 1Y
- 16.81%
- 3Y*
- 15.29%
- 5Y*
- 10.82%
- 10Y*
- 11.51%
FSPSX
- 1D
- 2.95%
- 1M
- -6.35%
- YTD
- 0.95%
- 6M
- 5.01%
- 1Y
- 22.97%
- 3Y*
- 14.61%
- 5Y*
- 8.36%
- 10Y*
- 8.97%
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FEIKX vs. FSPSX - Expense Ratio Comparison
FEIKX has a 0.49% expense ratio, which is higher than FSPSX's 0.04% expense ratio.
Return for Risk
FEIKX vs. FSPSX — Risk / Return Rank
FEIKX
FSPSX
FEIKX vs. FSPSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Equity-Income Fund Class K (FEIKX) and Fidelity International Index Fund (FSPSX). 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.
| FEIKX | FSPSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.26 | 1.39 | -0.13 |
Sortino ratioReturn per unit of downside risk | 1.78 | 1.90 | -0.13 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.28 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.48 | 1.94 | -0.45 |
Martin ratioReturn relative to average drawdown | 7.29 | 7.43 | -0.14 |
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
| FEIKX | FSPSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.26 | 1.39 | -0.13 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.81 | 0.53 | +0.28 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | 0.55 | +0.20 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.41 | 0.47 | -0.05 |
Correlation
The correlation between FEIKX and FSPSX is 0.78, 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
FEIKX vs. FSPSX - Dividend Comparison
FEIKX's dividend yield for the trailing twelve months is around 4.99%, more than FSPSX's 3.12% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FEIKX Fidelity Equity-Income Fund Class K | 4.99% | 4.74% | 5.60% | 4.35% | 4.65% | 9.99% | 3.46% | 7.26% | 9.87% | 6.37% | 4.40% | 12.30% |
FSPSX Fidelity International Index Fund | 3.12% | 3.15% | 3.27% | 2.79% | 2.66% | 3.07% | 1.84% | 3.18% | 2.79% | 2.50% | 3.08% | 2.79% |
Drawdowns
FEIKX vs. FSPSX - Drawdown Comparison
The maximum FEIKX drawdown since its inception was -57.64%, which is greater than FSPSX's maximum drawdown of -33.69%. Use the drawdown chart below to compare losses from any high point for FEIKX and FSPSX.
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Drawdown Indicators
| FEIKX | FSPSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.64% | -33.69% | -23.95% |
Max Drawdown (1Y)Largest decline over 1 year | -11.04% | -11.39% | +0.35% |
Max Drawdown (5Y)Largest decline over 5 years | -17.14% | -29.41% | +12.27% |
Max Drawdown (10Y)Largest decline over 10 years | -33.11% | -33.69% | +0.58% |
Current DrawdownCurrent decline from peak | -6.45% | -8.22% | +1.77% |
Average DrawdownAverage peak-to-trough decline | -7.54% | -6.60% | -0.94% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.25% | 2.97% | -0.72% |
Volatility
FEIKX vs. FSPSX - Volatility Comparison
The current volatility for Fidelity Equity-Income Fund Class K (FEIKX) is 3.33%, while Fidelity International Index Fund (FSPSX) has a volatility of 7.65%. This indicates that FEIKX experiences smaller price fluctuations and is considered to be less risky than FSPSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FEIKX | FSPSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.33% | 7.65% | -4.32% |
Volatility (6M)Calculated over the trailing 6-month period | 7.07% | 11.01% | -3.94% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.33% | 17.00% | -2.67% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.47% | 15.82% | -2.35% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.49% | 16.49% | -1.00% |