FHKFX vs. JEMWX
Compare and contrast key facts about Fidelity Series Emerging Markets Fund (FHKFX) and JPMorgan Emerging Markets Equity Fund Class R6 (JEMWX).
FHKFX is managed by Fidelity. It was launched on Aug 29, 2018. JEMWX is an actively managed fund by JPMorgan. It was launched on Dec 23, 2013.
Performance
FHKFX vs. JEMWX - Performance Comparison
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FHKFX vs. JEMWX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
FHKFX Fidelity Series Emerging Markets Fund | 7.41% | 38.51% | 5.42% | 12.10% | -24.50% | -4.15% | 17.85% | 9.64% | -8.52% |
JEMWX JPMorgan Emerging Markets Equity Fund Class R6 | 4.20% | 40.40% | 3.61% | 7.42% | -25.61% | -10.20% | 35.00% | 32.20% | -9.27% |
Returns By Period
In the year-to-date period, FHKFX achieves a 7.41% return, which is significantly higher than JEMWX's 4.20% return.
FHKFX
- 1D
- 3.28%
- 1M
- -7.69%
- YTD
- 7.41%
- 6M
- 10.84%
- 1Y
- 40.51%
- 3Y*
- 18.59%
- 5Y*
- 4.00%
- 10Y*
- —
JEMWX
- 1D
- 3.17%
- 1M
- -8.42%
- YTD
- 4.20%
- 6M
- 9.12%
- 1Y
- 40.19%
- 3Y*
- 15.72%
- 5Y*
- 1.73%
- 10Y*
- 9.59%
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FHKFX vs. JEMWX - Expense Ratio Comparison
FHKFX has a 0.01% expense ratio, which is lower than JEMWX's 0.74% expense ratio.
Return for Risk
FHKFX vs. JEMWX — Risk / Return Rank
FHKFX
JEMWX
FHKFX vs. JEMWX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Series Emerging Markets Fund (FHKFX) and JPMorgan Emerging Markets Equity Fund Class R6 (JEMWX). 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.
| FHKFX | JEMWX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.14 | 2.06 | +0.08 |
Sortino ratioReturn per unit of downside risk | 2.74 | 2.67 | +0.07 |
Omega ratioGain probability vs. loss probability | 1.41 | 1.39 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 3.23 | 3.21 | +0.02 |
Martin ratioReturn relative to average drawdown | 11.96 | 12.84 | -0.87 |
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
| FHKFX | JEMWX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.14 | 2.06 | +0.08 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.21 | 0.09 | +0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.50 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.28 | 0.37 | -0.09 |
Correlation
The correlation between FHKFX and JEMWX is 0.93, 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
FHKFX vs. JEMWX - Dividend Comparison
FHKFX's dividend yield for the trailing twelve months is around 2.21%, more than JEMWX's 1.36% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FHKFX Fidelity Series Emerging Markets Fund | 2.21% | 2.38% | 2.86% | 2.43% | 2.56% | 3.46% | 1.38% | 2.28% | 0.42% | 0.00% | 0.00% | 0.00% |
JEMWX JPMorgan Emerging Markets Equity Fund Class R6 | 1.36% | 1.42% | 1.63% | 1.67% | 0.67% | 4.01% | 0.18% | 0.88% | 1.05% | 0.55% | 0.89% | 1.13% |
Drawdowns
FHKFX vs. JEMWX - Drawdown Comparison
The maximum FHKFX drawdown since its inception was -45.47%, smaller than the maximum JEMWX drawdown of -49.42%. Use the drawdown chart below to compare losses from any high point for FHKFX and JEMWX.
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Drawdown Indicators
| FHKFX | JEMWX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -45.47% | -49.42% | +3.95% |
Max Drawdown (1Y)Largest decline over 1 year | -12.54% | -12.55% | +0.01% |
Max Drawdown (5Y)Largest decline over 5 years | -42.10% | -44.78% | +2.68% |
Max Drawdown (10Y)Largest decline over 10 years | — | -49.42% | — |
Current DrawdownCurrent decline from peak | -9.67% | -9.78% | +0.11% |
Average DrawdownAverage peak-to-trough decline | -17.58% | -17.65% | +0.07% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.39% | 3.14% | +0.25% |
Volatility
FHKFX vs. JEMWX - Volatility Comparison
Fidelity Series Emerging Markets Fund (FHKFX) and JPMorgan Emerging Markets Equity Fund Class R6 (JEMWX) have volatilities of 10.26% and 9.78%, 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.
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Volatility by Period
| FHKFX | JEMWX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.26% | 9.78% | +0.48% |
Volatility (6M)Calculated over the trailing 6-month period | 14.93% | 14.72% | +0.21% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.51% | 19.92% | -0.41% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.75% | 18.91% | -0.16% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.57% | 19.24% | +0.33% |