FHKCX vs. FTIHX
Compare and contrast key facts about Fidelity China Region Fund (FHKCX) and Fidelity Total International Index Fund (FTIHX).
FHKCX is managed by Fidelity. It was launched on Nov 1, 1995. FTIHX is a passively managed fund by Fidelity that tracks the performance of the MSCI ACWI (All Country World Index) ex USA Investable Market Index. It was launched on Jun 7, 2016.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FHKCX or FTIHX.
Key characteristics
| FHKCX | FTIHX | |
|---|---|---|
| YTD Return | 19.03% | 7.68% |
| 1Y Return | 17.53% | 15.12% |
| 3Y Return (Ann) | -8.09% | 1.41% |
| 5Y Return (Ann) | 7.02% | 7.00% |
| Sharpe Ratio | 0.91 | 1.15 |
| Daily Std Dev | 18.02% | 12.74% |
| Max Drawdown | -60.72% | -35.75% |
| Current Drawdown | -34.76% | 0.00% |
Correlation
The correlation between FHKCX and FTIHX is 0.77, 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
FHKCX vs. FTIHX - Performance Comparison
In the year-to-date period, FHKCX achieves a 19.03% return, which is significantly higher than FTIHX's 7.68% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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FHKCX vs. FTIHX - Expense Ratio Comparison
FHKCX has a 0.91% expense ratio, which is higher than FTIHX's 0.06% expense ratio.
Risk-Adjusted Performance
FHKCX vs. FTIHX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity China Region Fund (FHKCX) and Fidelity Total International Index Fund (FTIHX). 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
FHKCX vs. FTIHX - Dividend Comparison
FHKCX's dividend yield for the trailing twelve months is around 1.61%, less than FTIHX's 2.58% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FHKCX Fidelity China Region Fund | 1.61% | 1.92% | 2.10% | 10.77% | 4.85% | 0.66% | 0.83% | 0.39% | 1.35% | 16.83% | 15.96% | 12.04% |
FTIHX Fidelity Total International Index Fund | 2.58% | 2.78% | 2.51% | 2.55% | 1.62% | 2.61% | 2.21% | 1.81% | 0.47% | 0.00% | 0.00% | 0.00% |
Drawdowns
FHKCX vs. FTIHX - Drawdown Comparison
The maximum FHKCX drawdown since its inception was -60.72%, which is greater than FTIHX's maximum drawdown of -35.75%. Use the drawdown chart below to compare losses from any high point for FHKCX and FTIHX. For additional features, visit the drawdowns tool.
Volatility
FHKCX vs. FTIHX - Volatility Comparison
Fidelity China Region Fund (FHKCX) has a higher volatility of 5.43% compared to Fidelity Total International Index Fund (FTIHX) at 2.99%. This indicates that FHKCX's price experiences larger fluctuations and is considered to be riskier than FTIHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.