FINVX vs. GSAKX
Compare and contrast key facts about Fidelity Series International Value Fund (FINVX) and Goldman Sachs International Equity Income Fund Class A (GSAKX).
FINVX is managed by Fidelity. It was launched on Dec 3, 2009. GSAKX is managed by Goldman Sachs. It was launched on Jun 25, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FINVX or GSAKX.
Performance
FINVX vs. GSAKX - Performance Comparison
Returns By Period
In the year-to-date period, FINVX achieves a 9.08% return, which is significantly lower than GSAKX's 9.61% return. Over the past 10 years, FINVX has outperformed GSAKX with an annualized return of 6.04%, while GSAKX has yielded a comparatively lower 4.91% annualized return.
FINVX
9.08%
-1.77%
-1.09%
15.40%
9.04%
6.04%
GSAKX
9.61%
-1.05%
0.53%
15.46%
7.58%
4.91%
Key characteristics
| FINVX | GSAKX | |
|---|---|---|
| Sharpe Ratio | 1.17 | 1.41 |
| Sortino Ratio | 1.61 | 1.96 |
| Omega Ratio | 1.20 | 1.24 |
| Calmar Ratio | 1.82 | 0.71 |
| Martin Ratio | 5.79 | 7.02 |
| Ulcer Index | 2.66% | 2.20% |
| Daily Std Dev | 13.15% | 10.97% |
| Max Drawdown | -42.48% | -75.31% |
| Current Drawdown | -6.94% | -10.12% |
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FINVX vs. GSAKX - Expense Ratio Comparison
FINVX has a 0.01% expense ratio, which is lower than GSAKX's 1.40% expense ratio.
Correlation
The correlation between FINVX and GSAKX is 0.94, 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. GSAKX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Series International Value Fund (FINVX) and Goldman Sachs International Equity Income Fund Class A (GSAKX). 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. GSAKX - Dividend Comparison
FINVX's dividend yield for the trailing twelve months is around 3.02%, less than GSAKX's 3.29% 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% |
GSAKX Goldman Sachs International Equity Income Fund Class A | 3.29% | 2.68% | 1.99% | 2.74% | 1.74% | 2.65% | 3.72% | 1.41% | 2.01% | 0.78% | 3.92% | 0.76% |
Drawdowns
FINVX vs. GSAKX - Drawdown Comparison
The maximum FINVX drawdown since its inception was -42.48%, smaller than the maximum GSAKX drawdown of -75.31%. Use the drawdown chart below to compare losses from any high point for FINVX and GSAKX. For additional features, visit the drawdowns tool.
Volatility
FINVX vs. GSAKX - Volatility Comparison
Fidelity Series International Value Fund (FINVX) has a higher volatility of 3.61% compared to Goldman Sachs International Equity Income Fund Class A (GSAKX) at 3.16%. This indicates that FINVX's price experiences larger fluctuations and is considered to be riskier than GSAKX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.