FIDZX vs. VIMAX

In the year-to-date period, FIDZX achieves a 14.35% return, which is significantly higher than VIMAX's 2.85% return.

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FIDZX has a 0.85% expense ratio, which is higher than VIMAX's 0.05% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor International Capital Appreciation Fund Class Z (FIDZX) and Vanguard Mid-Cap Index Fund Admiral Shares (VIMAX). 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.

The current FIDZX Sharpe Ratio is 0.82, which is comparable to the VIMAX Sharpe Ratio of 0.72. The chart below compares the historical Sharpe Ratios of FIDZX and VIMAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FIDZX's dividend yield for the trailing twelve months is around 0.74%, less than VIMAX's 1.52% yield.

The maximum FIDZX drawdown since its inception was -37.17%, smaller than the maximum VIMAX drawdown of -58.88%. Use the drawdown chart below to compare losses from any high point for FIDZX and VIMAX.

The current volatility for Fidelity Advisor International Capital Appreciation Fund Class Z (FIDZX) is 3.28%, while Vanguard Mid-Cap Index Fund Admiral Shares (VIMAX) has a volatility of 4.61%. This indicates that FIDZX experiences smaller price fluctuations and is considered to be less risky than VIMAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.