FIGSX vs. PZRIX
Compare and contrast key facts about Fidelity Series International Growth Fund (FIGSX) and PIMCO RAE Global ex-US Fund (PZRIX).
FIGSX is managed by Fidelity. It was launched on Dec 3, 2009. PZRIX is managed by PIMCO. It was launched on Jun 4, 2015.
Performance
FIGSX vs. PZRIX - Performance Comparison
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FIGSX vs. PZRIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FIGSX Fidelity Series International Growth Fund | -1.99% | 19.12% | 5.93% | 21.74% | -22.87% | 16.61% | 18.52% | 35.59% | -10.97% | 30.21% |
PZRIX PIMCO RAE Global ex-US Fund | 9.93% | 34.05% | 3.29% | 19.31% | -9.11% | 12.08% | 1.74% | 15.94% | -14.93% | 26.00% |
Returns By Period
In the year-to-date period, FIGSX achieves a -1.99% return, which is significantly lower than PZRIX's 9.93% return. Over the past 10 years, FIGSX has underperformed PZRIX with an annualized return of 9.60%, while PZRIX has yielded a comparatively higher 10.15% annualized return.
FIGSX
- 1D
- 3.82%
- 1M
- -8.68%
- YTD
- -1.99%
- 6M
- -1.59%
- 1Y
- 13.63%
- 3Y*
- 10.79%
- 5Y*
- 5.70%
- 10Y*
- 9.60%
PZRIX
- 1D
- 1.89%
- 1M
- -4.32%
- YTD
- 9.93%
- 6M
- 17.91%
- 1Y
- 37.11%
- 3Y*
- 19.65%
- 5Y*
- 10.81%
- 10Y*
- 10.15%
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FIGSX vs. PZRIX - Expense Ratio Comparison
FIGSX has a 0.01% expense ratio, which is higher than PZRIX's 0.00% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
FIGSX vs. PZRIX — Risk / Return Rank
FIGSX
PZRIX
FIGSX vs. PZRIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Series International Growth Fund (FIGSX) and PIMCO RAE Global ex-US Fund (PZRIX). 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.
| FIGSX | PZRIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.74 | 2.67 | -1.93 |
Sortino ratioReturn per unit of downside risk | 1.16 | 3.39 | -2.24 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.52 | -0.36 |
Calmar ratioReturn relative to maximum drawdown | 0.98 | 3.09 | -2.11 |
Martin ratioReturn relative to average drawdown | 3.83 | 14.29 | -10.46 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FIGSX | PZRIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.74 | 2.67 | -1.93 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.33 | 0.69 | -0.36 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.55 | 0.60 | -0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.59 | -0.11 |
Correlation
The correlation between FIGSX and PZRIX is 0.81, 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.
Dividends
FIGSX vs. PZRIX - Dividend Comparison
FIGSX's dividend yield for the trailing twelve months is around 8.85%, more than PZRIX's 5.96% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIGSX Fidelity Series International Growth Fund | 8.85% | 8.67% | 4.29% | 1.27% | 3.53% | 8.33% | 16.24% | 3.64% | 7.47% | 3.14% | 2.54% | 3.54% |
PZRIX PIMCO RAE Global ex-US Fund | 5.96% | 6.56% | 6.70% | 9.19% | 8.80% | 11.99% | 2.04% | 6.32% | 2.80% | 4.13% | 2.58% | 0.00% |
Drawdowns
FIGSX vs. PZRIX - Drawdown Comparison
The maximum FIGSX drawdown since its inception was -34.47%, smaller than the maximum PZRIX drawdown of -43.53%. Use the drawdown chart below to compare losses from any high point for FIGSX and PZRIX.
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Drawdown Indicators
| FIGSX | PZRIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.47% | -43.53% | +9.06% |
Max Drawdown (1Y)Largest decline over 1 year | -13.89% | -10.68% | -3.21% |
Max Drawdown (5Y)Largest decline over 5 years | -34.47% | -30.85% | -3.62% |
Max Drawdown (10Y)Largest decline over 10 years | -34.47% | -43.53% | +9.06% |
Current DrawdownCurrent decline from peak | -10.60% | -5.20% | -5.40% |
Average DrawdownAverage peak-to-trough decline | -6.49% | -9.00% | +2.51% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.55% | 2.45% | +1.10% |
Volatility
FIGSX vs. PZRIX - Volatility Comparison
Fidelity Series International Growth Fund (FIGSX) has a higher volatility of 9.09% compared to PIMCO RAE Global ex-US Fund (PZRIX) at 5.45%. This indicates that FIGSX's price experiences larger fluctuations and is considered to be riskier than PZRIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FIGSX | PZRIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.09% | 5.45% | +3.64% |
Volatility (6M)Calculated over the trailing 6-month period | 13.23% | 8.92% | +4.31% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.24% | 14.17% | +5.07% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.61% | 15.85% | +1.76% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.54% | 17.02% | +0.52% |