FIDZX vs. VIMAX
Compare and contrast key facts about Fidelity Advisor International Capital Appreciation Fund Class Z (FIDZX) and Vanguard Mid-Cap Index Fund Admiral Shares (VIMAX).
FIDZX is managed by Fidelity. It was launched on Feb 1, 2017. VIMAX is managed by Vanguard. It was launched on Nov 12, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FIDZX or VIMAX.
Correlation
The correlation between FIDZX and VIMAX is 0.78, 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. VIMAX - Performance Comparison
Key characteristics
FIDZX:
0.77
VIMAX:
1.65
FIDZX:
1.16
VIMAX:
2.26
FIDZX:
1.14
VIMAX:
1.29
FIDZX:
1.02
VIMAX:
2.30
FIDZX:
3.07
VIMAX:
7.77
FIDZX:
3.57%
VIMAX:
2.66%
FIDZX:
14.22%
VIMAX:
12.59%
FIDZX:
-39.59%
VIMAX:
-58.88%
FIDZX:
-3.66%
VIMAX:
-3.21%
Returns By Period
The year-to-date returns for both investments are quite close, with FIDZX having a 3.75% return and VIMAX slightly higher at 3.89%.
FIDZX
3.75%
3.56%
1.95%
10.32%
6.94%
N/A
VIMAX
3.89%
3.81%
9.70%
19.78%
10.77%
10.20%
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FIDZX vs. VIMAX - Expense Ratio Comparison
FIDZX has a 0.85% expense ratio, which is higher than VIMAX's 0.05% expense ratio.
Risk-Adjusted Performance
FIDZX vs. VIMAX — Risk-Adjusted Performance Rank
FIDZX
VIMAX
FIDZX vs. VIMAX - 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 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.
Dividends
FIDZX vs. VIMAX - Dividend Comparison
FIDZX's dividend yield for the trailing twelve months is around 0.81%, less than VIMAX's 1.43% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIDZX Fidelity Advisor International Capital Appreciation Fund Class Z | 0.81% | 0.84% | 0.46% | 0.00% | 0.00% | 0.19% | 0.63% | 0.67% | 0.28% | 0.00% | 0.00% | 0.00% |
VIMAX Vanguard Mid-Cap Index Fund Admiral Shares | 1.43% | 1.48% | 1.51% | 1.59% | 1.11% | 1.44% | 1.47% | 1.82% | 1.35% | 1.45% | 1.47% | 2.55% |
Drawdowns
FIDZX vs. VIMAX - Drawdown Comparison
The maximum FIDZX drawdown since its inception was -39.59%, 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. For additional features, visit the drawdowns tool.
Volatility
FIDZX vs. VIMAX - Volatility Comparison
Fidelity Advisor International Capital Appreciation Fund Class Z (FIDZX) has a higher volatility of 4.19% compared to Vanguard Mid-Cap Index Fund Admiral Shares (VIMAX) at 3.52%. This indicates that FIDZX's price experiences larger fluctuations and is considered to be riskier than VIMAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.