FIIIX vs. WFMIX
Compare and contrast key facts about Fidelity Advisor International Growth Fund Class I (FIIIX) and Allspring Special Mid Cap Value Fund Class I (WFMIX).
FIIIX is managed by Fidelity. It was launched on Nov 1, 2007. WFMIX is managed by Allspring Global Investments.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FIIIX or WFMIX.
Key characteristics
| FIIIX | WFMIX | |
|---|---|---|
| YTD Return | 9.79% | 17.63% |
| 1Y Return | 22.88% | 25.82% |
| 3Y Return (Ann) | 0.19% | 0.35% |
| 5Y Return (Ann) | 7.66% | 5.88% |
| 10Y Return (Ann) | 7.79% | 5.24% |
| Sharpe Ratio | 1.74 | 2.00 |
| Sortino Ratio | 2.46 | 2.78 |
| Omega Ratio | 1.30 | 1.36 |
| Calmar Ratio | 1.28 | 1.25 |
| Martin Ratio | 8.43 | 12.86 |
| Ulcer Index | 2.79% | 1.97% |
| Daily Std Dev | 13.50% | 12.62% |
| Max Drawdown | -55.48% | -56.74% |
| Current Drawdown | -2.96% | 0.00% |
Correlation
The correlation between FIIIX and WFMIX is 0.76, 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
FIIIX vs. WFMIX - Performance Comparison
In the year-to-date period, FIIIX achieves a 9.79% return, which is significantly lower than WFMIX's 17.63% return. Over the past 10 years, FIIIX has outperformed WFMIX with an annualized return of 7.79%, while WFMIX has yielded a comparatively lower 5.24% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FIIIX vs. WFMIX - Expense Ratio Comparison
FIIIX has a 1.00% expense ratio, which is higher than WFMIX's 0.80% expense ratio.
Risk-Adjusted Performance
FIIIX vs. WFMIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor International Growth Fund Class I (FIIIX) and Allspring Special Mid Cap Value Fund Class I (WFMIX). 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
FIIIX vs. WFMIX - Dividend Comparison
FIIIX's dividend yield for the trailing twelve months is around 0.43%, less than WFMIX's 1.08% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIIIX Fidelity Advisor International Growth Fund Class I | 0.43% | 0.47% | 0.20% | 0.42% | 0.12% | 1.00% | 0.91% | 0.65% | 1.28% | 1.47% | 0.89% | 1.10% |
WFMIX Allspring Special Mid Cap Value Fund Class I | 1.08% | 1.27% | 1.02% | 0.51% | 0.66% | 0.84% | 0.94% | 0.95% | 0.91% | 0.71% | 0.67% | 0.51% |
Drawdowns
FIIIX vs. WFMIX - Drawdown Comparison
The maximum FIIIX drawdown since its inception was -55.48%, roughly equal to the maximum WFMIX drawdown of -56.74%. Use the drawdown chart below to compare losses from any high point for FIIIX and WFMIX. For additional features, visit the drawdowns tool.
Volatility
FIIIX vs. WFMIX - Volatility Comparison
Fidelity Advisor International Growth Fund Class I (FIIIX) and Allspring Special Mid Cap Value Fund Class I (WFMIX) have volatilities of 3.79% and 3.65%, 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.