FICDX vs. FIVFX
Compare and contrast key facts about Fidelity Canada Fund (FICDX) and Fidelity International Capital Appreciation Fund (FIVFX).
FICDX is managed by Fidelity. It was launched on Nov 17, 1987. FIVFX is managed by Fidelity. It was launched on Nov 1, 1994.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FICDX or FIVFX.
Performance
FICDX vs. FIVFX - Performance Comparison
Returns By Period
In the year-to-date period, FICDX achieves a 11.99% return, which is significantly higher than FIVFX's 8.22% return. Over the past 10 years, FICDX has outperformed FIVFX with an annualized return of 6.72%, while FIVFX has yielded a comparatively lower 6.30% annualized return.
FICDX
11.99%
-0.73%
6.66%
20.13%
10.17%
6.72%
FIVFX
8.22%
-3.53%
0.35%
17.27%
5.05%
6.30%
Key characteristics
| FICDX | FIVFX | |
|---|---|---|
| Sharpe Ratio | 1.54 | 1.28 |
| Sortino Ratio | 2.16 | 1.85 |
| Omega Ratio | 1.27 | 1.22 |
| Calmar Ratio | 2.61 | 0.79 |
| Martin Ratio | 11.33 | 6.39 |
| Ulcer Index | 1.72% | 2.78% |
| Daily Std Dev | 12.63% | 13.91% |
| Max Drawdown | -58.09% | -66.32% |
| Current Drawdown | -1.49% | -9.18% |
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FICDX vs. FIVFX - Expense Ratio Comparison
FICDX has a 0.80% expense ratio, which is lower than FIVFX's 1.00% expense ratio.
Correlation
The correlation between FICDX and FIVFX is 0.68, 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
FICDX vs. FIVFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Canada Fund (FICDX) and Fidelity International Capital Appreciation Fund (FIVFX). 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
FICDX vs. FIVFX - Dividend Comparison
FICDX's dividend yield for the trailing twelve months is around 1.18%, more than FIVFX's 0.35% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FICDX Fidelity Canada Fund | 1.18% | 1.33% | 1.49% | 1.26% | 1.46% | 1.75% | 1.32% | 1.41% | 1.25% | 3.11% | 16.33% | 1.37% |
FIVFX Fidelity International Capital Appreciation Fund | 0.35% | 0.38% | 0.05% | 0.00% | 0.17% | 0.58% | 0.47% | 0.33% | 0.68% | 1.98% | 6.09% | 0.71% |
Drawdowns
FICDX vs. FIVFX - Drawdown Comparison
The maximum FICDX drawdown since its inception was -58.09%, smaller than the maximum FIVFX drawdown of -66.32%. Use the drawdown chart below to compare losses from any high point for FICDX and FIVFX. For additional features, visit the drawdowns tool.
Volatility
FICDX vs. FIVFX - Volatility Comparison
The current volatility for Fidelity Canada Fund (FICDX) is 3.08%, while Fidelity International Capital Appreciation Fund (FIVFX) has a volatility of 3.86%. This indicates that FICDX experiences smaller price fluctuations and is considered to be less risky than FIVFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.