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.
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.
Performance
FINVX vs. FIVLX - Performance Comparison
Key characteristics
FINVX:
0.27
FIVLX:
0.30
FINVX:
0.43
FIVLX:
0.49
FINVX:
1.06
FIVLX:
1.06
FINVX:
0.28
FIVLX:
0.34
FINVX:
1.00
FIVLX:
1.13
FINVX:
3.69%
FIVLX:
3.57%
FINVX:
13.88%
FIVLX:
13.30%
FINVX:
-42.48%
FIVLX:
-64.54%
FINVX:
-12.06%
FIVLX:
-10.80%
Returns By Period
In the year-to-date period, FINVX achieves a 3.08% return, which is significantly lower than FIVLX's 3.46% return. Over the past 10 years, FINVX has outperformed FIVLX with an annualized return of 5.24%, while FIVLX has yielded a comparatively lower 4.57% annualized return.
FINVX
3.08%
-5.13%
-4.60%
2.82%
6.99%
5.24%
FIVLX
3.46%
-3.70%
-3.51%
3.25%
6.10%
4.57%
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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.
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
Neither FINVX nor FIVLX has paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FINVX Fidelity Series International Value Fund | 0.00% | 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 | 0.00% | 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) has a higher volatility of 5.51% compared to Fidelity International Value Fund (FIVLX) at 4.44%. This indicates that FINVX's price experiences larger fluctuations and is considered to be riskier than FIVLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.