FINVX vs. FIWCX
Compare and contrast key facts about Fidelity Series International Value Fund (FINVX) and Fidelity SAI International Value Index Fund (FIWCX).
FINVX is managed by Fidelity. It was launched on Dec 3, 2009. FIWCX is managed by Fidelity. It was launched on Dec 19, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FINVX or FIWCX.
Performance
FINVX vs. FIWCX - Performance Comparison
Returns By Period
In the year-to-date period, FINVX achieves a 9.60% return, which is significantly higher than FIWCX's 6.11% return.
FINVX
9.60%
-4.34%
-1.08%
15.74%
9.18%
6.16%
FIWCX
6.11%
-3.79%
-4.35%
11.16%
6.26%
N/A
Key characteristics
| FINVX | FIWCX | |
|---|---|---|
| Sharpe Ratio | 1.34 | 0.85 |
| Sortino Ratio | 1.83 | 1.25 |
| Omega Ratio | 1.23 | 1.17 |
| Calmar Ratio | 2.09 | 1.44 |
| Martin Ratio | 7.06 | 3.94 |
| Ulcer Index | 2.51% | 3.29% |
| Daily Std Dev | 13.16% | 15.27% |
| Max Drawdown | -42.48% | -42.73% |
| Current Drawdown | -6.51% | -6.52% |
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FINVX vs. FIWCX - Expense Ratio Comparison
FINVX has a 0.01% expense ratio, which is lower than FIWCX's 0.17% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Correlation
The correlation between FINVX and FIWCX is 0.96, 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. FIWCX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Series International Value Fund (FINVX) and Fidelity SAI International Value Index Fund (FIWCX). 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. FIWCX - Dividend Comparison
FINVX's dividend yield for the trailing twelve months is around 3.00%, less than FIWCX's 5.55% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FINVX Fidelity Series International Value Fund | 3.00% | 3.29% | 3.33% | 5.02% | 2.83% | 3.68% | 4.05% | 2.90% | 2.43% | 2.14% | 12.37% | 4.61% |
FIWCX Fidelity SAI International Value Index Fund | 5.55% | 5.88% | 4.66% | 4.95% | 1.58% | 3.40% | 2.13% | 0.07% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FINVX vs. FIWCX - Drawdown Comparison
The maximum FINVX drawdown since its inception was -42.48%, roughly equal to the maximum FIWCX drawdown of -42.73%. Use the drawdown chart below to compare losses from any high point for FINVX and FIWCX. For additional features, visit the drawdowns tool.
Volatility
FINVX vs. FIWCX - Volatility Comparison
The current volatility for Fidelity Series International Value Fund (FINVX) is 3.99%, while Fidelity SAI International Value Index Fund (FIWCX) has a volatility of 4.23%. This indicates that FINVX experiences smaller price fluctuations and is considered to be less risky than FIWCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.