FGEAX vs. FSPSX
Compare and contrast key facts about Fidelity Advisor Global Capital Appreciation Fund Class A (FGEAX) and Fidelity International Index Fund (FSPSX).
FGEAX is managed by Fidelity. It was launched on Dec 17, 1998. 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
FGEAX vs. FSPSX - Performance Comparison
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FGEAX vs. FSPSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FGEAX Fidelity Advisor Global Capital Appreciation Fund Class A | -9.12% | 17.85% | 38.32% | 28.50% | -24.70% | 18.91% | 24.36% | 22.81% | -18.25% | 30.07% |
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, FGEAX achieves a -9.12% return, which is significantly lower than FSPSX's 0.95% return. Over the past 10 years, FGEAX has outperformed FSPSX with an annualized return of 11.30%, while FSPSX has yielded a comparatively lower 8.97% annualized return.
FGEAX
- 1D
- -0.86%
- 1M
- -10.00%
- YTD
- -9.12%
- 6M
- -6.48%
- 1Y
- 12.17%
- 3Y*
- 20.65%
- 5Y*
- 10.98%
- 10Y*
- 11.30%
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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FGEAX vs. FSPSX - Expense Ratio Comparison
FGEAX has a 1.15% expense ratio, which is higher than FSPSX's 0.04% expense ratio.
Return for Risk
FGEAX vs. FSPSX — Risk / Return Rank
FGEAX
FSPSX
FGEAX vs. FSPSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Global Capital Appreciation Fund Class A (FGEAX) 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.
| FGEAX | FSPSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.61 | 1.39 | -0.78 |
Sortino ratioReturn per unit of downside risk | 0.96 | 1.90 | -0.94 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.28 | -0.14 |
Calmar ratioReturn relative to maximum drawdown | 0.74 | 1.94 | -1.20 |
Martin ratioReturn relative to average drawdown | 2.82 | 7.43 | -4.61 |
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
| FGEAX | FSPSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.61 | 1.39 | -0.78 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.59 | 0.53 | +0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.61 | 0.55 | +0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.37 | 0.47 | -0.10 |
Correlation
The correlation between FGEAX and FSPSX is 0.82, 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
FGEAX vs. FSPSX - Dividend Comparison
FGEAX's dividend yield for the trailing twelve months is around 10.64%, more than FSPSX's 3.12% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FGEAX Fidelity Advisor Global Capital Appreciation Fund Class A | 10.64% | 9.67% | 14.80% | 6.42% | 0.00% | 8.01% | 0.00% | 0.40% | 10.62% | 13.66% | 1.03% | 0.57% |
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
FGEAX vs. FSPSX - Drawdown Comparison
The maximum FGEAX drawdown since its inception was -61.78%, which is greater than FSPSX's maximum drawdown of -33.69%. Use the drawdown chart below to compare losses from any high point for FGEAX and FSPSX.
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Drawdown Indicators
| FGEAX | FSPSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.78% | -33.69% | -28.09% |
Max Drawdown (1Y)Largest decline over 1 year | -13.03% | -11.39% | -1.64% |
Max Drawdown (5Y)Largest decline over 5 years | -32.93% | -29.41% | -3.52% |
Max Drawdown (10Y)Largest decline over 10 years | -33.04% | -33.69% | +0.65% |
Current DrawdownCurrent decline from peak | -13.03% | -8.22% | -4.81% |
Average DrawdownAverage peak-to-trough decline | -13.35% | -6.60% | -6.75% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.43% | 2.97% | +0.46% |
Volatility
FGEAX vs. FSPSX - Volatility Comparison
The current volatility for Fidelity Advisor Global Capital Appreciation Fund Class A (FGEAX) is 7.03%, while Fidelity International Index Fund (FSPSX) has a volatility of 7.65%. This indicates that FGEAX 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
| FGEAX | FSPSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.03% | 7.65% | -0.62% |
Volatility (6M)Calculated over the trailing 6-month period | 12.73% | 11.01% | +1.72% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.01% | 17.00% | +3.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.73% | 15.82% | +2.91% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.43% | 16.49% | +1.94% |