Correlation
The correlation between FERCX and FIVFX is 0.53, 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.
FERCX vs. FIVFX
Compare and contrast key facts about Fidelity Advisor Emerging Asia Fund Class C (FERCX) and Fidelity International Capital Appreciation Fund (FIVFX).
FERCX is managed by Fidelity. It was launched on Jun 15, 1999. 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: FERCX or FIVFX.
Performance
FERCX vs. FIVFX - Performance Comparison
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Key characteristics
FERCX:
0.92
FIVFX:
0.81
FERCX:
1.26
FIVFX:
1.13
FERCX:
1.15
FIVFX:
1.16
FERCX:
0.41
FIVFX:
0.89
FERCX:
2.86
FIVFX:
3.39
FERCX:
5.88%
FIVFX:
4.24%
FERCX:
21.23%
FIVFX:
19.94%
FERCX:
-60.75%
FIVFX:
-66.56%
FERCX:
-28.50%
FIVFX:
-0.82%
Returns By Period
In the year-to-date period, FERCX achieves a 7.40% return, which is significantly lower than FIVFX's 14.27% return. Over the past 10 years, FERCX has underperformed FIVFX with an annualized return of 6.98%, while FIVFX has yielded a comparatively higher 8.87% annualized return.
FERCX
7.40%
4.52%
4.50%
19.44%
11.15%
6.96%
6.98%
FIVFX
14.27%
6.43%
10.96%
15.26%
14.07%
11.07%
8.87%
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FERCX vs. FIVFX - Expense Ratio Comparison
FERCX has a 1.96% expense ratio, which is higher than FIVFX's 1.00% expense ratio.
Risk-Adjusted Performance
FERCX vs. FIVFX — Risk-Adjusted Performance Rank
FERCX
FIVFX
FERCX vs. FIVFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Emerging Asia Fund Class C (FERCX) 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.
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Dividends
FERCX vs. FIVFX - Dividend Comparison
FERCX has not paid dividends to shareholders, while FIVFX's dividend yield for the trailing twelve months is around 3.67%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FERCX Fidelity Advisor Emerging Asia Fund Class C | 0.00% | 0.00% | 0.00% | 0.00% | 14.89% | 7.03% | 5.13% | 6.53% | 0.18% | 0.56% | 0.95% | 5.87% |
FIVFX Fidelity International Capital Appreciation Fund | 3.67% | 4.19% | 0.38% | 0.05% | 9.08% | 1.28% | 3.29% | 3.01% | 3.31% | 0.68% | 1.57% | 5.53% |
Drawdowns
FERCX vs. FIVFX - Drawdown Comparison
The maximum FERCX drawdown since its inception was -60.75%, smaller than the maximum FIVFX drawdown of -66.56%. Use the drawdown chart below to compare losses from any high point for FERCX and FIVFX.
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Volatility
FERCX vs. FIVFX - Volatility Comparison
Fidelity Advisor Emerging Asia Fund Class C (FERCX) has a higher volatility of 5.20% compared to Fidelity International Capital Appreciation Fund (FIVFX) at 3.29%. This indicates that FERCX's price experiences larger fluctuations and is considered to be riskier than FIVFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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