FINVX vs. FIVLX
Compare and contrast key facts about Fidelity Series International Value Fund (FINVX) and Fidelity International Value Fund (FIVLX).
FINVX is managed by Fidelity. It was launched on Dec 3, 2009. FIVLX is managed by Fidelity. It was launched on May 18, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FINVX or FIVLX.
Performance
FINVX vs. FIVLX - Performance Comparison
Returns By Period
In the year-to-date period, FINVX achieves a 9.08% return, which is significantly higher than FIVLX's 7.84% return. Over the past 10 years, FINVX has outperformed FIVLX with an annualized return of 6.04%, while FIVLX has yielded a comparatively lower 4.73% annualized return.
FINVX
9.08%
-1.77%
-1.09%
15.40%
9.04%
6.04%
FIVLX
7.84%
-1.85%
-1.58%
13.98%
7.80%
4.73%
Key characteristics
| FINVX | FIVLX | |
|---|---|---|
| Sharpe Ratio | 1.17 | 1.08 |
| Sortino Ratio | 1.61 | 1.49 |
| Omega Ratio | 1.20 | 1.19 |
| Calmar Ratio | 1.82 | 1.66 |
| Martin Ratio | 5.79 | 5.24 |
| Ulcer Index | 2.66% | 2.67% |
| Daily Std Dev | 13.15% | 12.95% |
| Max Drawdown | -42.48% | -64.54% |
| Current Drawdown | -6.94% | -7.02% |
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FINVX vs. FIVLX - Expense Ratio Comparison
FINVX has a 0.01% expense ratio, which is lower than FIVLX's 1.01% expense ratio.
Correlation
The correlation between FINVX and FIVLX is 0.99, 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.
Risk-Adjusted Performance
FINVX vs. FIVLX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Series International Value Fund (FINVX) and Fidelity International Value Fund (FIVLX). 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
FINVX vs. FIVLX - Dividend Comparison
FINVX's dividend yield for the trailing twelve months is around 3.02%, more than FIVLX's 1.91% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FINVX Fidelity Series International Value Fund | 3.02% | 3.29% | 3.33% | 5.02% | 2.83% | 3.68% | 4.05% | 2.90% | 2.43% | 2.14% | 12.37% | 4.61% |
FIVLX Fidelity International Value Fund | 1.91% | 2.06% | 1.85% | 4.35% | 1.74% | 3.19% | 3.33% | 1.50% | 2.57% | 1.44% | 3.94% | 4.51% |
Drawdowns
FINVX vs. FIVLX - Drawdown Comparison
The maximum FINVX drawdown since its inception was -42.48%, smaller than the maximum FIVLX drawdown of -64.54%. Use the drawdown chart below to compare losses from any high point for FINVX and FIVLX. For additional features, visit the drawdowns tool.
Volatility
FINVX vs. FIVLX - Volatility Comparison
Fidelity Series International Value Fund (FINVX) and Fidelity International Value Fund (FIVLX) have volatilities of 3.61% and 3.51%, 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.