FIEUX vs. ISCAX
Compare and contrast key facts about Fidelity Europe Fund (FIEUX) and Federated Hermes International Small-Mid Company Fund (ISCAX).
FIEUX is managed by Fidelity. It was launched on Oct 1, 1986. ISCAX is managed by Federated. It was launched on Feb 27, 1996.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FIEUX or ISCAX.
Correlation
The correlation between FIEUX and ISCAX is 0.61, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
FIEUX vs. ISCAX - Performance Comparison
Key characteristics
FIEUX:
1.11
ISCAX:
1.20
FIEUX:
1.57
ISCAX:
1.66
FIEUX:
1.22
ISCAX:
1.23
FIEUX:
0.82
ISCAX:
0.59
FIEUX:
4.08
ISCAX:
5.32
FIEUX:
4.67%
ISCAX:
3.67%
FIEUX:
17.22%
ISCAX:
16.27%
FIEUX:
-59.38%
ISCAX:
-71.36%
FIEUX:
-7.69%
ISCAX:
-18.42%
Returns By Period
In the year-to-date period, FIEUX achieves a 19.03% return, which is significantly higher than ISCAX's 15.62% return. Over the past 10 years, FIEUX has outperformed ISCAX with an annualized return of 2.29%, while ISCAX has yielded a comparatively lower 1.16% annualized return.
FIEUX
19.03%
15.44%
15.56%
17.34%
8.61%
2.29%
ISCAX
15.62%
15.14%
14.22%
16.63%
9.01%
1.16%
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FIEUX vs. ISCAX - Expense Ratio Comparison
FIEUX has a 1.06% expense ratio, which is lower than ISCAX's 1.24% expense ratio.
Risk-Adjusted Performance
FIEUX vs. ISCAX — Risk-Adjusted Performance Rank
FIEUX
ISCAX
FIEUX vs. ISCAX - Risk-Adjusted Performance Comparison
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.
Dividends
FIEUX vs. ISCAX - Dividend Comparison
FIEUX's dividend yield for the trailing twelve months is around 2.76%, more than ISCAX's 1.52% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIEUX Fidelity Europe Fund | 2.76% | 3.28% | 1.62% | 0.00% | 16.10% | 1.15% | 7.42% | 11.93% | 2.52% | 1.51% | 2.78% | 2.59% |
ISCAX Federated Hermes International Small-Mid Company Fund | 1.52% | 1.76% | 0.84% | 0.80% | 0.39% | 0.00% | 0.20% | 1.16% | 0.00% | 0.00% | 0.45% | 0.00% |
Drawdowns
FIEUX vs. ISCAX - Drawdown Comparison
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.
Volatility
FIEUX vs. ISCAX - Volatility Comparison
Fidelity Europe Fund (FIEUX) has a higher volatility of 11.15% compared to Federated Hermes International Small-Mid Company Fund (ISCAX) at 9.05%. 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.