FIEUX vs. ISCAX

In the year-to-date period, FIEUX achieves a 22.66% return, which is significantly higher than ISCAX's 19.83% return. Over the past 10 years, FIEUX has outperformed ISCAX with an annualized return of 2.48%, while ISCAX has yielded a comparatively lower 1.41% annualized return.

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FIEUX has a 1.06% expense ratio, which is lower than ISCAX's 1.24% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Europe Fund (FIEUX) and Federated Hermes International Small-Mid Company Fund (ISCAX). 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 FIEUX Sharpe Ratio is 0.98, which is comparable to the ISCAX Sharpe Ratio of 1.15. The chart below compares the historical Sharpe Ratios of FIEUX and ISCAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FIEUX's dividend yield for the trailing twelve months is around 2.68%, more than ISCAX's 1.47% yield.

The maximum FIEUX drawdown since its inception was -59.38%, smaller than the maximum ISCAX drawdown of -71.36%. Use the drawdown chart below to compare losses from any high point for FIEUX and ISCAX. For additional features, visit the drawdowns tool.

Fidelity Europe Fund (FIEUX) has a higher volatility of 3.34% compared to Federated Hermes International Small-Mid Company Fund (ISCAX) at 2.12%. This indicates that FIEUX's price experiences larger fluctuations and is considered to be riskier than ISCAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.