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.
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
Key characteristics
FIGSX:
0.38
FIVFX:
0.45
FIGSX:
0.61
FIVFX:
0.71
FIGSX:
1.07
FIVFX:
1.09
FIGSX:
0.54
FIVFX:
0.36
FIGSX:
1.71
FIVFX:
2.05
FIGSX:
3.22%
FIVFX:
3.22%
FIGSX:
14.45%
FIVFX:
14.67%
FIGSX:
-34.46%
FIVFX:
-66.32%
FIGSX:
-9.62%
FIVFX:
-12.03%
Returns By Period
In the year-to-date period, FIGSX achieves a 3.15% return, which is significantly lower than FIVFX's 4.83% return. Over the past 10 years, FIGSX has outperformed FIVFX with an annualized return of 7.85%, while FIVFX has yielded a comparatively lower 5.93% annualized return.
FIGSX
3.15%
-3.65%
-4.69%
4.74%
6.14%
7.85%
FIVFX
4.83%
-3.81%
-3.34%
5.86%
4.16%
5.93%
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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
Neither FIGSX nor FIVFX has paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIGSX Fidelity Series International Growth Fund | 0.00% | 1.27% | 1.40% | 1.49% | 1.36% | 2.09% | 2.11% | 1.49% | 1.24% | 4.69% | 4.31% | 1.72% |
FIVFX Fidelity International Capital Appreciation Fund | 0.00% | 0.38% | 0.05% | 0.00% | 0.17% | 0.58% | 0.47% | 0.33% | 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 -66.32%. 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
Fidelity Series International Growth Fund (FIGSX) has a higher volatility of 5.65% compared to Fidelity International Capital Appreciation Fund (FIVFX) at 5.30%. This indicates that FIGSX's price experiences larger fluctuations and is considered to be riskier than FIVFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.