FIDZX vs. BUFIX
Compare and contrast key facts about Fidelity Advisor International Capital Appreciation Fund Class Z (FIDZX) and Buffalo International Fund (BUFIX).
FIDZX is managed by Fidelity. It was launched on Feb 1, 2017. BUFIX is managed by Buffalo. It was launched on Sep 27, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FIDZX or BUFIX.
Key characteristics
| FIDZX | BUFIX | |
|---|---|---|
| YTD Return | 13.25% | 3.69% |
| 1Y Return | 27.34% | 15.08% |
| 3Y Return (Ann) | 0.05% | -2.67% |
| 5Y Return (Ann) | 8.26% | 6.71% |
| Sharpe Ratio | 2.02 | 1.19 |
| Sortino Ratio | 2.83 | 1.76 |
| Omega Ratio | 1.35 | 1.21 |
| Calmar Ratio | 1.30 | 0.74 |
| Martin Ratio | 10.61 | 5.90 |
| Ulcer Index | 2.62% | 2.61% |
| Daily Std Dev | 13.79% | 12.89% |
| Max Drawdown | -39.59% | -55.11% |
| Current Drawdown | -2.76% | -8.56% |
Correlation
The correlation between FIDZX and BUFIX is 0.94, 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.
Performance
FIDZX vs. BUFIX - Performance Comparison
In the year-to-date period, FIDZX achieves a 13.25% return, which is significantly higher than BUFIX's 3.69% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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FIDZX vs. BUFIX - Expense Ratio Comparison
FIDZX has a 0.85% expense ratio, which is lower than BUFIX's 1.03% expense ratio.
Risk-Adjusted Performance
FIDZX vs. BUFIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor International Capital Appreciation Fund Class Z (FIDZX) and Buffalo International Fund (BUFIX). 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
FIDZX vs. BUFIX - Dividend Comparison
FIDZX's dividend yield for the trailing twelve months is around 0.41%, less than BUFIX's 0.57% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIDZX Fidelity Advisor International Capital Appreciation Fund Class Z | 0.41% | 0.46% | 0.00% | 0.00% | 0.19% | 0.63% | 0.67% | 0.28% | 0.00% | 0.00% | 0.00% | 0.00% |
BUFIX Buffalo International Fund | 0.57% | 0.59% | 0.46% | 0.08% | 0.27% | 0.57% | 0.58% | 0.30% | 1.04% | 0.51% | 0.53% | 0.18% |
Drawdowns
FIDZX vs. BUFIX - Drawdown Comparison
The maximum FIDZX drawdown since its inception was -39.59%, smaller than the maximum BUFIX drawdown of -55.11%. Use the drawdown chart below to compare losses from any high point for FIDZX and BUFIX. For additional features, visit the drawdowns tool.
Volatility
FIDZX vs. BUFIX - Volatility Comparison
Fidelity Advisor International Capital Appreciation Fund Class Z (FIDZX) has a higher volatility of 3.97% compared to Buffalo International Fund (BUFIX) at 3.41%. This indicates that FIDZX's price experiences larger fluctuations and is considered to be riskier than BUFIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.