FINVX vs. FSGEX
Compare and contrast key facts about Fidelity Series International Value Fund (FINVX) and Fidelity Series Global ex U.S. Index Fund (FSGEX).
FINVX is managed by Fidelity. It was launched on Dec 3, 2009. FSGEX is managed by Fidelity. It was launched on Sep 29, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FINVX or FSGEX.
Performance
FINVX vs. FSGEX - Performance Comparison
Returns By Period
In the year-to-date period, FINVX achieves a 8.74% return, which is significantly higher than FSGEX's 6.64% return. Over the past 10 years, FINVX has outperformed FSGEX with an annualized return of 6.04%, while FSGEX has yielded a comparatively lower 4.55% annualized return.
FINVX
8.74%
-3.20%
-0.47%
15.04%
8.97%
6.04%
FSGEX
6.64%
-3.78%
0.14%
12.74%
5.29%
4.55%
Key characteristics
| FINVX | FSGEX | |
|---|---|---|
| Sharpe Ratio | 1.14 | 0.99 |
| Sortino Ratio | 1.57 | 1.44 |
| Omega Ratio | 1.20 | 1.18 |
| Calmar Ratio | 1.76 | 1.16 |
| Martin Ratio | 5.70 | 5.00 |
| Ulcer Index | 2.62% | 2.55% |
| Daily Std Dev | 13.15% | 12.88% |
| Max Drawdown | -42.48% | -34.73% |
| Current Drawdown | -7.24% | -7.28% |
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FINVX vs. FSGEX - Expense Ratio Comparison
Both FINVX and FSGEX have an expense ratio of 0.01%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Correlation
The correlation between FINVX and FSGEX is 0.95, 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. FSGEX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Series International Value Fund (FINVX) and Fidelity Series Global ex U.S. Index Fund (FSGEX). 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. FSGEX - Dividend Comparison
FINVX's dividend yield for the trailing twelve months is around 3.03%, more than FSGEX's 2.72% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FINVX Fidelity Series International Value Fund | 3.03% | 3.29% | 3.33% | 5.02% | 2.83% | 3.68% | 4.05% | 2.90% | 2.43% | 2.14% | 12.37% | 4.61% |
FSGEX Fidelity Series Global ex U.S. Index Fund | 2.72% | 2.90% | 2.78% | 2.59% | 1.68% | 2.00% | 2.86% | 2.33% | 2.51% | 2.61% | 3.12% | 1.98% |
Drawdowns
FINVX vs. FSGEX - Drawdown Comparison
The maximum FINVX drawdown since its inception was -42.48%, which is greater than FSGEX's maximum drawdown of -34.73%. Use the drawdown chart below to compare losses from any high point for FINVX and FSGEX. For additional features, visit the drawdowns tool.
Volatility
FINVX vs. FSGEX - Volatility Comparison
Fidelity Series International Value Fund (FINVX) and Fidelity Series Global ex U.S. Index Fund (FSGEX) have volatilities of 3.68% and 3.69%, 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.