FIGSX vs. FIVFX
Compare and contrast key facts about Fidelity Series International Growth Fund (FIGSX) and Fidelity International Capital Appreciation Fund (FIVFX).
FIGSX is managed by Fidelity. It was launched on Dec 3, 2009. FIVFX is managed by Fidelity. It was launched on Nov 1, 1994.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FIGSX or FIVFX.
Key characteristics
| FIGSX | FIVFX | |
|---|---|---|
| YTD Return | 10.74% | 11.50% |
| 1Y Return | 22.68% | 24.63% |
| 3Y Return (Ann) | 1.52% | 1.72% |
| 5Y Return (Ann) | 9.58% | 9.10% |
| 10Y Return (Ann) | 8.52% | 8.59% |
| Sharpe Ratio | 1.64 | 1.76 |
| Daily Std Dev | 13.63% | 13.68% |
| Max Drawdown | -34.46% | -66.31% |
| Current Drawdown | -1.04% | -1.56% |
Correlation
The correlation between FIGSX and FIVFX is 0.96, 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
FIGSX vs. FIVFX - Performance Comparison
In the year-to-date period, FIGSX achieves a 10.74% return, which is significantly lower than FIVFX's 11.50% return. Both investments have delivered pretty close results over the past 10 years, with FIGSX having a 8.52% annualized return and FIVFX not far ahead at 8.59%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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FIGSX vs. FIVFX - Expense Ratio Comparison
FIGSX has a 0.01% expense ratio, which is lower than FIVFX's 1.00% expense ratio.
Risk-Adjusted Performance
FIGSX vs. FIVFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Series International Growth Fund (FIGSX) and Fidelity International Capital Appreciation Fund (FIVFX). 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
FIGSX vs. FIVFX - Dividend Comparison
FIGSX's dividend yield for the trailing twelve months is around 1.15%, more than FIVFX's 0.34% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIGSX Fidelity Series International Growth Fund | 1.15% | 1.27% | 3.53% | 8.33% | 16.24% | 3.64% | 7.47% | 3.14% | 2.54% | 4.69% | 4.31% | 1.72% |
FIVFX Fidelity International Capital Appreciation Fund | 0.34% | 0.38% | 0.05% | 9.08% | 1.28% | 3.29% | 3.01% | 3.31% | 0.68% | 1.98% | 6.09% | 0.71% |
Drawdowns
FIGSX vs. FIVFX - Drawdown Comparison
The maximum FIGSX drawdown since its inception was -34.46%, smaller than the maximum FIVFX drawdown of -66.31%. Use the drawdown chart below to compare losses from any high point for FIGSX and FIVFX. For additional features, visit the drawdowns tool.
Volatility
FIGSX vs. FIVFX - Volatility Comparison
The current volatility for Fidelity Series International Growth Fund (FIGSX) is 4.10%, while Fidelity International Capital Appreciation Fund (FIVFX) has a volatility of 4.64%. This indicates that FIGSX experiences smaller price fluctuations and is considered to be less risky than FIVFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.