FGILX vs. OBIOX
Compare and contrast key facts about Fidelity Global Equity Income Fund (FGILX) and Oberweis International Opportunities Fund (OBIOX).
FGILX is managed by Fidelity. It was launched on May 2, 2012. OBIOX is managed by Oberweis. It was launched on Jan 31, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FGILX or OBIOX.
Key characteristics
| FGILX | OBIOX | |
|---|---|---|
| YTD Return | 13.05% | 10.05% |
| 1Y Return | 22.46% | 23.19% |
| 3Y Return (Ann) | 5.25% | -17.17% |
| 5Y Return (Ann) | 10.55% | 0.73% |
| 10Y Return (Ann) | 9.12% | 0.64% |
| Sharpe Ratio | 2.42 | 1.59 |
| Sortino Ratio | 3.35 | 2.13 |
| Omega Ratio | 1.44 | 1.28 |
| Calmar Ratio | 3.07 | 0.39 |
| Martin Ratio | 15.77 | 8.93 |
| Ulcer Index | 1.50% | 2.53% |
| Daily Std Dev | 9.75% | 14.20% |
| Max Drawdown | -30.59% | -71.17% |
| Current Drawdown | -3.65% | -47.09% |
Correlation
The correlation between FGILX and OBIOX is 0.72, 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.
Performance
FGILX vs. OBIOX - Performance Comparison
In the year-to-date period, FGILX achieves a 13.05% return, which is significantly higher than OBIOX's 10.05% return. Over the past 10 years, FGILX has outperformed OBIOX with an annualized return of 9.12%, while OBIOX has yielded a comparatively lower 0.64% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FGILX vs. OBIOX - Expense Ratio Comparison
FGILX has a 1.02% expense ratio, which is lower than OBIOX's 1.60% expense ratio.
Risk-Adjusted Performance
FGILX vs. OBIOX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Global Equity Income Fund (FGILX) and Oberweis International Opportunities Fund (OBIOX). 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.
Dividends
FGILX vs. OBIOX - Dividend Comparison
FGILX's dividend yield for the trailing twelve months is around 1.07%, more than OBIOX's 0.39% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FGILX Fidelity Global Equity Income Fund | 1.07% | 1.25% | 1.21% | 0.71% | 0.98% | 1.47% | 2.06% | 1.18% | 1.27% | 3.06% | 10.44% | 3.95% |
OBIOX Oberweis International Opportunities Fund | 0.39% | 0.43% | 0.00% | 0.00% | 0.40% | 1.23% | 0.27% | 0.27% | 0.07% | 0.19% | 0.00% | 0.48% |
Drawdowns
FGILX vs. OBIOX - Drawdown Comparison
The maximum FGILX drawdown since its inception was -30.59%, smaller than the maximum OBIOX drawdown of -71.17%. Use the drawdown chart below to compare losses from any high point for FGILX and OBIOX. For additional features, visit the drawdowns tool.
Volatility
FGILX vs. OBIOX - Volatility Comparison
Fidelity Global Equity Income Fund (FGILX) and Oberweis International Opportunities Fund (OBIOX) have volatilities of 2.39% and 2.49%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.