FHKCX vs. FXAIX
Compare and contrast key facts about Fidelity China Region Fund (FHKCX) and Fidelity 500 Index Fund (FXAIX).
FHKCX is managed by Fidelity. It was launched on Nov 1, 1995. FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FHKCX or FXAIX.
Performance
FHKCX vs. FXAIX - Performance Comparison
Returns By Period
In the year-to-date period, FHKCX achieves a 24.18% return, which is significantly lower than FXAIX's 25.57% return. Over the past 10 years, FHKCX has underperformed FXAIX with an annualized return of 7.43%, while FXAIX has yielded a comparatively higher 13.04% annualized return.
FHKCX
24.18%
-5.40%
6.03%
22.28%
5.65%
7.43%
FXAIX
25.57%
1.18%
12.23%
32.20%
15.59%
13.04%
Key characteristics
| FHKCX | FXAIX | |
|---|---|---|
| Sharpe Ratio | 1.01 | 2.61 |
| Sortino Ratio | 1.57 | 3.49 |
| Omega Ratio | 1.19 | 1.49 |
| Calmar Ratio | 0.43 | 3.78 |
| Martin Ratio | 4.20 | 17.01 |
| Ulcer Index | 5.07% | 1.88% |
| Daily Std Dev | 21.06% | 12.24% |
| Max Drawdown | -60.72% | -33.79% |
| Current Drawdown | -31.93% | -1.35% |
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FHKCX vs. FXAIX - Expense Ratio Comparison
FHKCX has a 0.91% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Correlation
The correlation between FHKCX and FXAIX is 0.57, 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.
Risk-Adjusted Performance
FHKCX vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity China Region Fund (FHKCX) and Fidelity 500 Index Fund (FXAIX). 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. FXAIX - Dividend Comparison
FHKCX's dividend yield for the trailing twelve months is around 1.55%, more than FXAIX's 1.23% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FHKCX Fidelity China Region Fund | 1.55% | 1.92% | 1.05% | 0.13% | 0.97% | 0.66% | 0.83% | 0.39% | 1.14% | 16.83% | 15.96% | 12.04% |
FXAIX Fidelity 500 Index Fund | 1.23% | 1.45% | 1.69% | 1.22% | 1.60% | 1.95% | 2.07% | 1.81% | 2.01% | 2.56% | 2.63% | 1.84% |
Drawdowns
FHKCX vs. FXAIX - Drawdown Comparison
The maximum FHKCX drawdown since its inception was -60.72%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for FHKCX and FXAIX. For additional features, visit the drawdowns tool.
Volatility
FHKCX vs. FXAIX - Volatility Comparison
Fidelity China Region Fund (FHKCX) has a higher volatility of 6.55% compared to Fidelity 500 Index Fund (FXAIX) at 4.06%. This indicates that FHKCX's price experiences larger fluctuations and is considered to be riskier than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.