FINVX vs. FMIJX
Compare and contrast key facts about Fidelity Series International Value Fund (FINVX) and FMI International Fund (FMIJX).
FINVX is managed by Fidelity. It was launched on Dec 3, 2009. FMIJX is managed by FMI Funds. It was launched on Dec 31, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FINVX or FMIJX.
Performance
FINVX vs. FMIJX - Performance Comparison
Returns By Period
The year-to-date returns for both stocks are quite close, with FINVX having a 9.08% return and FMIJX slightly lower at 9.03%. Over the past 10 years, FINVX has outperformed FMIJX with an annualized return of 6.04%, while FMIJX has yielded a comparatively lower 5.48% annualized return.
FINVX
9.08%
-1.77%
-1.09%
15.40%
9.04%
6.04%
FMIJX
9.03%
0.54%
1.01%
15.03%
4.83%
5.48%
Key characteristics
| FINVX | FMIJX | |
|---|---|---|
| Sharpe Ratio | 1.17 | 1.51 |
| Sortino Ratio | 1.61 | 2.13 |
| Omega Ratio | 1.20 | 1.26 |
| Calmar Ratio | 1.82 | 2.06 |
| Martin Ratio | 5.79 | 7.04 |
| Ulcer Index | 2.66% | 2.14% |
| Daily Std Dev | 13.15% | 9.97% |
| Max Drawdown | -42.48% | -37.45% |
| Current Drawdown | -6.94% | -1.94% |
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FINVX vs. FMIJX - Expense Ratio Comparison
FINVX has a 0.01% expense ratio, which is lower than FMIJX's 0.94% expense ratio.
Correlation
The correlation between FINVX and FMIJX is 0.82, 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. FMIJX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Series International Value Fund (FINVX) and FMI International Fund (FMIJX). 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. FMIJX - Dividend Comparison
FINVX's dividend yield for the trailing twelve months is around 3.02%, while FMIJX has not paid dividends to shareholders.
| 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% |
FMIJX FMI International Fund | 0.00% | 0.00% | 15.23% | 3.46% | 0.00% | 3.55% | 4.60% | 0.28% | 3.05% | 1.82% | 2.10% | 0.71% |
Drawdowns
FINVX vs. FMIJX - Drawdown Comparison
The maximum FINVX drawdown since its inception was -42.48%, which is greater than FMIJX's maximum drawdown of -37.45%. Use the drawdown chart below to compare losses from any high point for FINVX and FMIJX. For additional features, visit the drawdowns tool.
Volatility
FINVX vs. FMIJX - Volatility Comparison
Fidelity Series International Value Fund (FINVX) has a higher volatility of 3.61% compared to FMI International Fund (FMIJX) at 3.35%. This indicates that FINVX's price experiences larger fluctuations and is considered to be riskier than FMIJX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.