FIATX vs. RITGX
Compare and contrast key facts about Fidelity Advisor International Capital Appreciation Fund Class M (FIATX) and American Funds American High-Income Trust® Class R-6 (RITGX).
FIATX is managed by Fidelity. It was launched on Nov 3, 1997. RITGX is managed by American Funds. It was launched on Aug 4, 2008.
Performance
FIATX vs. RITGX - Performance Comparison
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FIATX vs. RITGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FIATX Fidelity Advisor International Capital Appreciation Fund Class M | -5.00% | 18.07% | 7.49% | 27.01% | -26.94% | 11.67% | 21.60% | 32.08% | -13.28% | 35.11% |
RITGX American Funds American High-Income Trust® Class R-6 | -0.47% | 8.69% | 9.91% | 12.54% | -10.10% | 8.74% | 7.44% | 12.28% | -1.46% | 7.70% |
Returns By Period
In the year-to-date period, FIATX achieves a -5.00% return, which is significantly lower than RITGX's -0.47% return. Over the past 10 years, FIATX has outperformed RITGX with an annualized return of 8.54%, while RITGX has yielded a comparatively lower 6.57% annualized return.
FIATX
- 1D
- 3.57%
- 1M
- -9.08%
- YTD
- -5.00%
- 6M
- -5.60%
- 1Y
- 9.16%
- 3Y*
- 10.46%
- 5Y*
- 4.21%
- 10Y*
- 8.54%
RITGX
- 1D
- 0.62%
- 1M
- -1.61%
- YTD
- -0.47%
- 6M
- 0.81%
- 1Y
- 6.69%
- 3Y*
- 9.12%
- 5Y*
- 4.93%
- 10Y*
- 6.57%
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FIATX vs. RITGX - Expense Ratio Comparison
FIATX has a 1.49% expense ratio, which is higher than RITGX's 0.32% expense ratio.
Return for Risk
FIATX vs. RITGX — Risk / Return Rank
FIATX
RITGX
FIATX vs. RITGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor International Capital Appreciation Fund Class M (FIATX) and American Funds American High-Income Trust® Class R-6 (RITGX). 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.
| FIATX | RITGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.49 | 1.60 | -1.11 |
Sortino ratioReturn per unit of downside risk | 0.84 | 2.09 | -1.25 |
Omega ratioGain probability vs. loss probability | 1.12 | 1.38 | -0.26 |
Calmar ratioReturn relative to maximum drawdown | 0.60 | 2.15 | -1.55 |
Martin ratioReturn relative to average drawdown | 2.36 | 9.13 | -6.77 |
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
| FIATX | RITGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.49 | 1.60 | -1.11 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.23 | 0.99 | -0.77 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.48 | 1.20 | -0.72 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.33 | 1.18 | -0.85 |
Correlation
The correlation between FIATX and RITGX is 0.51, 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.
Dividends
FIATX vs. RITGX - Dividend Comparison
FIATX's dividend yield for the trailing twelve months is around 5.96%, less than RITGX's 6.21% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIATX Fidelity Advisor International Capital Appreciation Fund Class M | 5.96% | 5.66% | 0.35% | 0.00% | 0.00% | 3.67% | 0.00% | 0.20% | 0.00% | 0.00% | 0.00% | 0.00% |
RITGX American Funds American High-Income Trust® Class R-6 | 6.21% | 6.63% | 6.66% | 6.80% | 4.50% | 4.65% | 6.19% | 6.56% | 6.68% | 6.36% | 5.36% | 7.29% |
Drawdowns
FIATX vs. RITGX - Drawdown Comparison
The maximum FIATX drawdown since its inception was -68.05%, which is greater than RITGX's maximum drawdown of -21.20%. Use the drawdown chart below to compare losses from any high point for FIATX and RITGX.
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Drawdown Indicators
| FIATX | RITGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -68.05% | -21.20% | -46.85% |
Max Drawdown (1Y)Largest decline over 1 year | -14.52% | -3.38% | -11.14% |
Max Drawdown (5Y)Largest decline over 5 years | -37.53% | -13.75% | -23.78% |
Max Drawdown (10Y)Largest decline over 10 years | -37.53% | -21.20% | -16.33% |
Current DrawdownCurrent decline from peak | -11.46% | -1.81% | -9.65% |
Average DrawdownAverage peak-to-trough decline | -16.56% | -2.25% | -14.31% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.71% | 0.80% | +2.91% |
Volatility
FIATX vs. RITGX - Volatility Comparison
Fidelity Advisor International Capital Appreciation Fund Class M (FIATX) has a higher volatility of 8.80% compared to American Funds American High-Income Trust® Class R-6 (RITGX) at 1.37%. This indicates that FIATX's price experiences larger fluctuations and is considered to be riskier than RITGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FIATX | RITGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.80% | 1.37% | +7.43% |
Volatility (6M)Calculated over the trailing 6-month period | 12.86% | 2.39% | +10.47% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.75% | 4.34% | +15.41% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.54% | 4.98% | +13.56% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.84% | 5.52% | +12.32% |