FIGFX vs. FOSFX
Compare and contrast key facts about Fidelity International Growth Fund (FIGFX) and Fidelity Overseas Fund (FOSFX).
FIGFX is managed by Fidelity. It was launched on Nov 1, 2007. FOSFX is managed by Fidelity. It was launched on Dec 4, 1984.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FIGFX or FOSFX.
Correlation
The correlation between FIGFX and FOSFX 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
FIGFX vs. FOSFX - Performance Comparison
Key characteristics
FIGFX:
0.24
FOSFX:
0.62
FIGFX:
0.47
FOSFX:
0.97
FIGFX:
1.06
FOSFX:
1.13
FIGFX:
0.27
FOSFX:
0.79
FIGFX:
1.00
FOSFX:
2.34
FIGFX:
4.44%
FOSFX:
4.72%
FIGFX:
18.57%
FOSFX:
17.93%
FIGFX:
-55.48%
FOSFX:
-62.54%
FIGFX:
-5.67%
FOSFX:
-1.15%
Returns By Period
In the year-to-date period, FIGFX achieves a 3.41% return, which is significantly lower than FOSFX's 10.21% return. Over the past 10 years, FIGFX has outperformed FOSFX with an annualized return of 6.35%, while FOSFX has yielded a comparatively lower 5.95% annualized return.
FIGFX
3.41%
-0.43%
0.11%
5.09%
8.63%
6.35%
FOSFX
10.21%
1.67%
5.86%
11.82%
10.51%
5.95%
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FIGFX vs. FOSFX - Expense Ratio Comparison
Both FIGFX and FOSFX have an expense ratio of 0.99%.
Risk-Adjusted Performance
FIGFX vs. FOSFX — Risk-Adjusted Performance Rank
FIGFX
FOSFX
FIGFX vs. FOSFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity International Growth Fund (FIGFX) and Fidelity Overseas Fund (FOSFX). 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
FIGFX vs. FOSFX - Dividend Comparison
FIGFX's dividend yield for the trailing twelve months is around 0.40%, less than FOSFX's 1.26% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIGFX Fidelity International Growth Fund | 0.40% | 0.42% | 0.48% | 0.22% | 0.43% | 0.11% | 0.97% | 0.88% | 0.58% | 1.24% | 1.47% | 0.84% |
FOSFX Fidelity Overseas Fund | 1.26% | 1.38% | 1.02% | 0.77% | 0.30% | 0.18% | 1.35% | 1.66% | 1.02% | 1.83% | 1.06% | 1.76% |
Drawdowns
FIGFX vs. FOSFX - Drawdown Comparison
The maximum FIGFX drawdown since its inception was -55.48%, smaller than the maximum FOSFX drawdown of -62.54%. Use the drawdown chart below to compare losses from any high point for FIGFX and FOSFX. For additional features, visit the drawdowns tool.
Volatility
FIGFX vs. FOSFX - Volatility Comparison
Fidelity International Growth Fund (FIGFX) and Fidelity Overseas Fund (FOSFX) have volatilities of 12.10% and 11.54%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.