FIMKX vs. SWTSX
Compare and contrast key facts about Fidelity Advisor Focused Emerging Markets Fund Class I (FIMKX) and Schwab Total Stock Market Index Fund (SWTSX).
FIMKX is managed by Fidelity. It was launched on Mar 29, 2004. SWTSX is managed by Charles Schwab. It was launched on Jun 1, 1999.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FIMKX or SWTSX.
Key characteristics
| FIMKX | SWTSX | |
|---|---|---|
| YTD Return | 11.25% | 26.15% |
| 1Y Return | 17.18% | 35.30% |
| 3Y Return (Ann) | -3.43% | 8.68% |
| 5Y Return (Ann) | 4.64% | 15.09% |
| 10Y Return (Ann) | 4.01% | 12.82% |
| Sharpe Ratio | 1.21 | 3.01 |
| Sortino Ratio | 1.78 | 4.00 |
| Omega Ratio | 1.22 | 1.56 |
| Calmar Ratio | 0.61 | 4.46 |
| Martin Ratio | 5.50 | 19.52 |
| Ulcer Index | 3.64% | 1.96% |
| Daily Std Dev | 16.60% | 12.76% |
| Max Drawdown | -69.96% | -54.60% |
| Current Drawdown | -19.45% | -0.46% |
Correlation
The correlation between FIMKX and SWTSX is 0.67, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
FIMKX vs. SWTSX - Performance Comparison
In the year-to-date period, FIMKX achieves a 11.25% return, which is significantly lower than SWTSX's 26.15% return. Over the past 10 years, FIMKX has underperformed SWTSX with an annualized return of 4.01%, while SWTSX has yielded a comparatively higher 12.82% annualized return. 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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FIMKX vs. SWTSX - Expense Ratio Comparison
FIMKX has a 1.03% expense ratio, which is higher than SWTSX's 0.03% expense ratio.
Risk-Adjusted Performance
FIMKX vs. SWTSX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Focused Emerging Markets Fund Class I (FIMKX) and Schwab Total Stock Market Index Fund (SWTSX). 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
FIMKX vs. SWTSX - Dividend Comparison
FIMKX's dividend yield for the trailing twelve months is around 1.44%, more than SWTSX's 1.11% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIMKX Fidelity Advisor Focused Emerging Markets Fund Class I | 1.44% | 1.60% | 1.14% | 1.88% | 0.40% | 0.53% | 0.59% | 0.40% | 0.45% | 0.19% | 1.09% | 1.13% |
SWTSX Schwab Total Stock Market Index Fund | 1.11% | 1.41% | 1.62% | 1.17% | 1.63% | 1.68% | 2.06% | 1.61% | 1.85% | 1.95% | 1.66% | 1.51% |
Drawdowns
FIMKX vs. SWTSX - Drawdown Comparison
The maximum FIMKX drawdown since its inception was -69.96%, which is greater than SWTSX's maximum drawdown of -54.60%. Use the drawdown chart below to compare losses from any high point for FIMKX and SWTSX. For additional features, visit the drawdowns tool.
Volatility
FIMKX vs. SWTSX - Volatility Comparison
Fidelity Advisor Focused Emerging Markets Fund Class I (FIMKX) has a higher volatility of 5.63% compared to Schwab Total Stock Market Index Fund (SWTSX) at 3.96%. This indicates that FIMKX's price experiences larger fluctuations and is considered to be riskier than SWTSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.