FHKIX vs. OBCHX
Compare and contrast key facts about Fidelity Advisor China Region Fund Class I (FHKIX) and Oberweis China Opportunities Fund (OBCHX).
FHKIX is managed by Fidelity. It was launched on May 9, 2008. OBCHX is managed by Oberweis. It was launched on Oct 2, 2005.
Performance
FHKIX vs. OBCHX - Performance Comparison
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FHKIX vs. OBCHX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FHKIX Fidelity Advisor China Region Fund Class I | 8.35% | 42.60% | 23.15% | -0.28% | -23.85% | -13.71% | 47.80% | 35.11% | -17.43% | 51.93% |
OBCHX Oberweis China Opportunities Fund | 7.49% | 40.89% | 7.28% | -7.70% | -37.21% | -5.16% | 57.06% | 36.32% | -25.94% | 54.99% |
Returns By Period
In the year-to-date period, FHKIX achieves a 8.35% return, which is significantly higher than OBCHX's 7.49% return. Over the past 10 years, FHKIX has outperformed OBCHX with an annualized return of 12.46%, while OBCHX has yielded a comparatively lower 8.25% annualized return.
FHKIX
- 1D
- 2.70%
- 1M
- -6.14%
- YTD
- 8.35%
- 6M
- 7.83%
- 1Y
- 46.42%
- 3Y*
- 20.95%
- 5Y*
- 2.95%
- 10Y*
- 12.46%
OBCHX
- 1D
- 0.49%
- 1M
- -6.43%
- YTD
- 7.49%
- 6M
- 2.30%
- 1Y
- 31.92%
- 3Y*
- 15.28%
- 5Y*
- -1.95%
- 10Y*
- 8.25%
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FHKIX vs. OBCHX - Expense Ratio Comparison
FHKIX has a 0.93% expense ratio, which is lower than OBCHX's 2.03% expense ratio.
Return for Risk
FHKIX vs. OBCHX — Risk / Return Rank
FHKIX
OBCHX
FHKIX vs. OBCHX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor China Region Fund Class I (FHKIX) and Oberweis China Opportunities Fund (OBCHX). 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.
| FHKIX | OBCHX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.06 | 1.30 | +0.77 |
Sortino ratioReturn per unit of downside risk | 2.62 | 1.69 | +0.93 |
Omega ratioGain probability vs. loss probability | 1.38 | 1.25 | +0.13 |
Calmar ratioReturn relative to maximum drawdown | 2.94 | 1.74 | +1.20 |
Martin ratioReturn relative to average drawdown | 11.29 | 6.92 | +4.37 |
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
| FHKIX | OBCHX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.06 | 1.30 | +0.77 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.12 | -0.07 | +0.20 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.57 | 0.33 | +0.23 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.33 | 0.39 | -0.06 |
Correlation
The correlation between FHKIX and OBCHX is 0.83, 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
FHKIX vs. OBCHX - Dividend Comparison
FHKIX's dividend yield for the trailing twelve months is around 1.70%, more than OBCHX's 0.94% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FHKIX Fidelity Advisor China Region Fund Class I | 1.70% | 1.84% | 1.44% | 1.89% | 1.04% | 10.81% | 4.90% | 0.65% | 0.79% | 0.44% | 1.40% | 15.62% |
OBCHX Oberweis China Opportunities Fund | 0.94% | 1.01% | 2.16% | 0.46% | 1.22% | 41.65% | 11.50% | 3.37% | 26.11% | 6.26% | 0.81% | 11.05% |
Drawdowns
FHKIX vs. OBCHX - Drawdown Comparison
The maximum FHKIX drawdown since its inception was -58.42%, smaller than the maximum OBCHX drawdown of -74.03%. Use the drawdown chart below to compare losses from any high point for FHKIX and OBCHX.
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Drawdown Indicators
| FHKIX | OBCHX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.42% | -74.03% | +15.61% |
Max Drawdown (1Y)Largest decline over 1 year | -15.90% | -18.27% | +2.37% |
Max Drawdown (5Y)Largest decline over 5 years | -53.83% | -52.17% | -1.66% |
Max Drawdown (10Y)Largest decline over 10 years | -58.42% | -59.47% | +1.05% |
Current DrawdownCurrent decline from peak | -8.39% | -28.35% | +19.96% |
Average DrawdownAverage peak-to-trough decline | -18.84% | -25.77% | +6.93% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.15% | 4.66% | -0.51% |
Volatility
FHKIX vs. OBCHX - Volatility Comparison
Fidelity Advisor China Region Fund Class I (FHKIX) has a higher volatility of 9.78% compared to Oberweis China Opportunities Fund (OBCHX) at 7.51%. This indicates that FHKIX's price experiences larger fluctuations and is considered to be riskier than OBCHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FHKIX | OBCHX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.78% | 7.51% | +2.27% |
Volatility (6M)Calculated over the trailing 6-month period | 16.55% | 16.25% | +0.30% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.25% | 25.37% | -2.12% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.98% | 26.53% | -2.55% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.10% | 24.98% | -2.88% |