FEUCX vs. AGLOX
FEUCX (Fidelity Advisor Global Capital Appreciation Fund Class C) and AGLOX (Ariel Global Fund) are both Global Equities funds. Over the past 10 years, FEUCX returned 12.29%/yr vs 9.77%/yr for AGLOX. Their correlation of 0.80 means they have usually moved in the same direction. FEUCX charges 1.92%/yr vs 1.13%/yr for AGLOX.
Performance
FEUCX vs. AGLOX - Performance Comparison
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Returns By Period
In the year-to-date period, FEUCX achieves a 9.43% return, which is significantly lower than AGLOX's 20.96% return. Over the past 10 years, FEUCX has outperformed AGLOX with an annualized return of 12.29%, while AGLOX has yielded a comparatively lower 9.77% annualized return.
FEUCX
- 1D
- 3.25%
- 1M
- -2.57%
- 6M
- 5.89%
- YTD
- 9.43%
- 1Y
- 19.71%
- 3Y*
- 23.62%
- 5Y*
- 12.49%
- 10Y*
- 12.29%
- ALL TIME*
- 7.47%
AGLOX
- 1D
- 1.47%
- 1M
- -3.15%
- 6M
- 17.96%
- YTD
- 20.96%
- 1Y
- 33.54%
- 3Y*
- 17.75%
- 5Y*
- 11.68%
- 10Y*
- 9.77%
- ALL TIME*
- 9.64%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
AGLOX Ariel Global Fund | $0.00 | $0.00 | $0.00 |
| $0.00 | $0.00 | $0.00 |
FEUCX vs. AGLOX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FEUCX Fidelity Advisor Global Capital Appreciation Fund Class C | 9.43% | 16.91% | 40.54% | 27.46% | -25.23% | 17.94% | 23.45% | 21.86% | -18.86% | 29.38% |
AGLOX Ariel Global Fund | 20.96% | 23.22% | 6.55% | 12.40% | -5.47% | 11.53% | 7.70% | 15.98% | -6.03% | 15.63% |
Correlation
The correlation between FEUCX and AGLOX is 0.69, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.69 |
Correlation (3Y) Balances recent behavior with more history. | 0.68 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.74 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.77 |
Correlation (All Time) Calculated using the full available price history since Jan 3, 2012 | 0.80 |
The correlation between FEUCX and AGLOX shifts across timeframes, from 0.68 (3 years) to 0.80 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
FEUCX vs. AGLOX — Risk / Return Rank
FEUCX
AGLOX
FEUCX vs. AGLOX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Global Capital Appreciation Fund Class C (FEUCX) and Ariel Global Fund (AGLOX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| FEUCX | AGLOX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.27 | ||
| Sortino ratioReturn per unit of downside risk | -1.66 | ||
| Omega ratioGain probability vs. loss probability | 1.17 | 1.41 | -0.24 |
| Calmar ratioReturn relative to maximum drawdown | 1.33 | 3.00 | -1.67 |
| Martin ratioReturn relative to average drawdown | 4.88 | 10.46 | -5.58 |
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Drawdowns
FEUCX vs. AGLOX - Drawdown Comparison
The maximum FEUCX drawdown since its inception was -60.20%, which is greater than AGLOX's maximum drawdown of -24.72%. Use the drawdown chart below to compare losses from any high point for FEUCX and AGLOX.
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Drawdown Indicators
| FEUCX | AGLOX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.20% | -24.72% | -35.48% |
Max Drawdown (1Y)Largest decline over 1 year | -13.11% | -10.66% | -2.45% |
Max Drawdown (3Y)Largest decline over 3 years | -19.59% | -12.94% | -6.65% |
Max Drawdown (5Y)Largest decline over 5 years | -33.36% | -16.77% | -16.59% |
Max Drawdown (10Y)Largest decline over 10 years | -34.13% | -24.72% | -9.41% |
Current DrawdownCurrent decline from peak | -5.35% | -4.54% | -0.81% |
Average DrawdownAverage peak-to-trough decline | -13.30% | -3.37% | -9.93% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.56% | 3.05% | +0.51% |
Volatility
FEUCX vs. AGLOX - Volatility Comparison
Fidelity Advisor Global Capital Appreciation Fund Class C (FEUCX) has a higher volatility of 6.02% compared to Ariel Global Fund (AGLOX) at 4.34%. This indicates that FEUCX's price experiences larger fluctuations and is considered to be riskier than AGLOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FEUCX | AGLOX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.02% | 4.34% | +1.68% |
Volatility (6M)Calculated over the trailing 6-month period | 16.19% | 12.61% | +3.58% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.10% | 14.64% | +4.46% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.60% | 13.04% | +6.56% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.83% | 13.22% | +5.61% |
FEUCX vs. AGLOX - Expense Ratio Comparison
FEUCX has a 1.92% expense ratio, which is higher than AGLOX's 1.13% expense ratio.
Dividends
FEUCX vs. AGLOX - Dividend Comparison
FEUCX's dividend yield for the trailing twelve months is around 11.94%, less than AGLOX's 13.54% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AGLOX Ariel Global Fund | 13.54% | 16.38% | 27.80% | 18.51% | 4.82% | 2.00% | 0.85% | 4.39% | 3.42% | 4.48% | 2.65% | 0.81% |
FEUCX Fidelity Advisor Global Capital Appreciation Fund Class C | 11.94% | 13.07% | 19.24% | 7.72% | 0.00% | 9.86% | 0.00% | 0.00% | 12.40% | 15.33% | 1.17% | 0.64% |
Frequently Asked Questions
FEUCX and AGLOX have a correlation of 0.69, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
FEUCX has higher volatility (6.02%) compared to AGLOX (4.34%). In terms of maximum drawdown, FEUCX dropped -60.20% vs AGLOX's -24.72%.
AGLOX currently has the higher Sharpe Ratio (2.18 vs 0.91), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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