FIDZX vs. FIVFX
Compare and contrast key facts about Fidelity Advisor International Capital Appreciation Fund Class Z (FIDZX) and Fidelity International Capital Appreciation Fund (FIVFX).
FIDZX is managed by Fidelity. It was launched on Feb 1, 2017. 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: FIDZX or FIVFX.
Correlation
The correlation between FIDZX and FIVFX is 0.99, 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. FIVFX - Performance Comparison
Key characteristics
FIDZX:
0.71
FIVFX:
0.43
FIDZX:
1.07
FIVFX:
0.69
FIDZX:
1.13
FIVFX:
1.09
FIDZX:
0.71
FIVFX:
0.34
FIDZX:
3.10
FIVFX:
1.83
FIDZX:
3.19%
FIVFX:
3.45%
FIDZX:
14.01%
FIVFX:
14.55%
FIDZX:
-39.59%
FIVFX:
-66.32%
FIDZX:
-6.51%
FIVFX:
-11.58%
Returns By Period
In the year-to-date period, FIDZX achieves a 8.89% return, which is significantly higher than FIVFX's 5.35% return.
FIDZX
8.89%
-0.92%
-0.18%
9.88%
6.25%
N/A
FIVFX
5.35%
-4.02%
-3.42%
6.32%
4.15%
5.91%
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FIDZX vs. FIVFX - Expense Ratio Comparison
FIDZX has a 0.85% expense ratio, which is lower than FIVFX's 1.00% expense ratio.
Risk-Adjusted Performance
FIDZX vs. FIVFX - 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 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
FIDZX vs. FIVFX - Dividend Comparison
Neither FIDZX nor FIVFX has paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIDZX Fidelity Advisor International Capital Appreciation Fund Class Z | 0.00% | 0.46% | 0.00% | 0.00% | 0.19% | 0.63% | 0.67% | 0.28% | 0.00% | 0.00% | 0.00% | 0.00% |
FIVFX Fidelity International Capital Appreciation Fund | 0.00% | 0.38% | 0.05% | 0.00% | 0.17% | 0.58% | 0.47% | 0.33% | 0.68% | 1.98% | 6.09% | 0.71% |
Drawdowns
FIDZX vs. FIVFX - Drawdown Comparison
The maximum FIDZX drawdown since its inception was -39.59%, smaller than the maximum FIVFX drawdown of -66.32%. Use the drawdown chart below to compare losses from any high point for FIDZX and FIVFX. For additional features, visit the drawdowns tool.
Volatility
FIDZX vs. FIVFX - Volatility Comparison
The current volatility for Fidelity Advisor International Capital Appreciation Fund Class Z (FIDZX) is 3.73%, while Fidelity International Capital Appreciation Fund (FIVFX) has a volatility of 5.29%. This indicates that FIDZX 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.