FINVX vs. GSAKX
FINVX (Fidelity Series International Value Fund) and GSAKX (Goldman Sachs International Equity Income Fund Class A) are both Foreign Large Cap Equities funds. Over the past 10 years, FINVX returned 10.79%/yr vs 10.88%/yr for GSAKX. Their correlation of 0.94 suggests significant overlap in exposure. FINVX charges 0.01%/yr vs 1.40%/yr for GSAKX.
Performance
FINVX vs. GSAKX - Performance Comparison
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Returns By Period
In the year-to-date period, FINVX achieves a 7.82% return, which is significantly lower than GSAKX's 12.22% return. Both investments have delivered pretty close results over the past 10 years, with FINVX having a 10.79% annualized return and GSAKX not far ahead at 10.88%.
FINVX
- 1D
- 0.42%
- 1M
- 0.78%
- YTD
- 7.82%
- 6M
- 8.45%
- 1Y
- 26.49%
- 3Y*
- 21.58%
- 5Y*
- 14.46%
- 10Y*
- 10.79%
GSAKX
- 1D
- 0.50%
- 1M
- 2.47%
- YTD
- 12.22%
- 6M
- 12.85%
- 1Y
- 30.44%
- 3Y*
- 19.49%
- 5Y*
- 12.66%
- 10Y*
- 10.88%
FINVX vs. GSAKX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FINVX Fidelity Series International Value Fund | 7.82% | 45.75% | 6.20% | 20.35% | -7.21% | 16.39% | 4.87% | 19.85% | -16.40% | 20.41% |
GSAKX Goldman Sachs International Equity Income Fund Class A | 12.22% | 33.81% | 8.50% | 17.26% | -8.28% | 13.26% | 2.22% | 26.54% | -12.40% | 26.04% |
Correlation
The correlation between FINVX and GSAKX is 0.93, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.93 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.90 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.92 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.92 |
Correlation (All Time) Calculated using the full available price history since Dec 4, 2009 | 0.94 |
The correlation between FINVX and GSAKX has been stable across timeframes, ranging from 0.90 to 0.94 - a consistent structural relationship.
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Return for Risk
FINVX vs. GSAKX — Risk / Return Rank
FINVX
GSAKX
FINVX vs. GSAKX - Risk-Adjusted Trends 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| FINVX | GSAKX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.29 | ||
| Sortino ratioReturn per unit of downside risk | -0.29 | ||
| Omega ratioGain probability vs. loss probability | 1.31 | 1.36 | -0.05 |
| Calmar ratioReturn relative to maximum drawdown | 2.51 | 2.64 | -0.13 |
| Martin ratioReturn relative to average drawdown | 9.22 | 9.42 | -0.20 |
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Drawdowns
FINVX vs. GSAKX - Drawdown Comparison
The maximum FINVX drawdown since its inception was -42.48%, smaller than the maximum GSAKX drawdown of -56.96%. Use the drawdown chart below to compare losses from any high point for FINVX and GSAKX.
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Drawdown Indicators
| FINVX | GSAKX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.48% | -56.96% | +14.48% |
Max Drawdown (1Y)Largest decline over 1 year | -10.38% | -11.31% | +0.93% |
Max Drawdown (3Y)Largest decline over 3 years | -14.60% | -12.18% | -2.42% |
Max Drawdown (5Y)Largest decline over 5 years | -27.13% | -26.02% | -1.11% |
Max Drawdown (10Y)Largest decline over 10 years | -42.48% | -34.49% | -7.99% |
Current DrawdownCurrent decline from peak | -0.83% | -0.33% | -0.50% |
Average DrawdownAverage peak-to-trough decline | -9.02% | -12.25% | +3.23% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.82% | 3.15% | -0.33% |
Volatility
FINVX vs. GSAKX - Volatility Comparison
Fidelity Series International Value Fund (FINVX) and Goldman Sachs International Equity Income Fund Class A (GSAKX) have volatilities of 4.37% and 4.28%, 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.
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Volatility by Period
| FINVX | GSAKX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.37% | 4.28% | +0.09% |
Volatility (6M)Calculated over the trailing 6-month period | 12.34% | 12.12% | +0.22% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.10% | 14.83% | +0.27% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.74% | 14.75% | +1.99% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.05% | 16.13% | +1.92% |
FINVX vs. GSAKX - Expense Ratio Comparison
FINVX has a 0.01% expense ratio, which is lower than GSAKX's 1.40% expense ratio.
Dividends
FINVX vs. GSAKX - Dividend Comparison
FINVX's dividend yield for the trailing twelve months is around 10.39%, more than GSAKX's 3.34% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FINVX Fidelity Series International Value Fund | 10.39% | 11.20% | 4.14% | 3.29% | 3.33% | 5.01% | 2.83% | 4.05% | 4.05% | 3.14% | 2.62% | 2.14% |
GSAKX Goldman Sachs International Equity Income Fund Class A | 3.34% | 3.75% | 2.93% | 2.68% | 0.51% | 2.74% | 1.73% | 2.69% | 15.27% | 1.41% | 2.01% | 0.77% |
Frequently Asked Questions
With a correlation of 0.93, FINVX and GSAKX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
FINVX has higher volatility (4.37%) compared to GSAKX (4.28%). In terms of maximum drawdown, FINVX dropped -42.48% vs GSAKX's -56.96%.
GSAKX currently has the higher Sharpe Ratio (2.01 vs 1.72), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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