FINVX vs. FSPSX
Compare and contrast key facts about Fidelity Series International Value Fund (FINVX) and Fidelity International Index Fund (FSPSX).
FINVX is managed by Fidelity. It was launched on Dec 3, 2009. FSPSX is managed by Fidelity. It was launched on Nov 5, 1997.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FINVX or FSPSX.
Performance
FINVX vs. FSPSX - Performance Comparison
Returns By Period
In the year-to-date period, FINVX achieves a 9.08% return, which is significantly higher than FSPSX's 4.83% return. Over the past 10 years, FINVX has outperformed FSPSX with an annualized return of 6.04%, while FSPSX has yielded a comparatively lower 5.07% annualized return.
FINVX
9.08%
-1.77%
-1.09%
15.40%
9.04%
6.04%
FSPSX
4.83%
-2.87%
-2.39%
11.23%
5.86%
5.07%
Key characteristics
| FINVX | FSPSX | |
|---|---|---|
| Sharpe Ratio | 1.17 | 0.90 |
| Sortino Ratio | 1.61 | 1.31 |
| Omega Ratio | 1.20 | 1.16 |
| Calmar Ratio | 1.82 | 1.27 |
| Martin Ratio | 5.79 | 3.85 |
| Ulcer Index | 2.66% | 2.92% |
| Daily Std Dev | 13.15% | 12.48% |
| Max Drawdown | -42.48% | -33.69% |
| Current Drawdown | -6.94% | -8.29% |
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FINVX vs. FSPSX - Expense Ratio Comparison
FINVX has a 0.01% expense ratio, which is lower than FSPSX's 0.04% 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 FSPSX 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. FSPSX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Series International Value Fund (FINVX) and Fidelity International Index Fund (FSPSX). 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. FSPSX - Dividend Comparison
FINVX's dividend yield for the trailing twelve months is around 3.02%, which matches FSPSX's 3.03% 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% |
FSPSX Fidelity International Index Fund | 3.03% | 2.79% | 2.66% | 3.07% | 1.84% | 3.18% | 2.79% | 2.36% | 2.99% | 2.79% | 3.53% | 2.59% |
Drawdowns
FINVX vs. FSPSX - Drawdown Comparison
The maximum FINVX drawdown since its inception was -42.48%, which is greater than FSPSX's maximum drawdown of -33.69%. Use the drawdown chart below to compare losses from any high point for FINVX and FSPSX. For additional features, visit the drawdowns tool.
Volatility
FINVX vs. FSPSX - Volatility Comparison
Fidelity Series International Value Fund (FINVX) and Fidelity International Index Fund (FSPSX) have volatilities of 3.61% and 3.71%, 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.