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.
Performance
FINVX vs. GSAKX - Performance Comparison
Loading graphics...
FINVX vs. GSAKX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FINVX Fidelity Series International Value Fund | 1.28% | 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 | 2.94% | 33.81% | 8.50% | 17.26% | -8.28% | 13.26% | 2.22% | 26.54% | -12.40% | 26.04% |
Returns By Period
In the year-to-date period, FINVX achieves a 1.28% return, which is significantly lower than GSAKX's 2.94% return. Both investments have delivered pretty close results over the past 10 years, with FINVX having a 10.36% annualized return and GSAKX not far behind at 10.06%.
FINVX
- 1D
- 2.66%
- 1M
- -5.05%
- YTD
- 1.28%
- 6M
- 7.30%
- 1Y
- 29.10%
- 3Y*
- 21.23%
- 5Y*
- 13.43%
- 10Y*
- 10.36%
GSAKX
- 1D
- 2.46%
- 1M
- -6.01%
- YTD
- 2.94%
- 6M
- 10.44%
- 1Y
- 25.27%
- 3Y*
- 17.56%
- 5Y*
- 11.82%
- 10Y*
- 10.06%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FINVX vs. GSAKX - Expense Ratio Comparison
FINVX has a 0.01% expense ratio, which is lower than GSAKX's 1.40% expense ratio.
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.
| FINVX | GSAKX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.68 | 1.58 | +0.10 |
Sortino ratioReturn per unit of downside risk | 2.23 | 2.07 | +0.16 |
Omega ratioGain probability vs. loss probability | 1.34 | 1.31 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 2.41 | 2.12 | +0.29 |
Martin ratioReturn relative to average drawdown | 9.65 | 7.88 | +1.77 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| FINVX | GSAKX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.68 | 1.58 | +0.10 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.81 | 0.82 | -0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.58 | 0.63 | -0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.35 | 0.24 | +0.11 |
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.
Dividends
FINVX vs. GSAKX - Dividend Comparison
FINVX's dividend yield for the trailing twelve months is around 11.06%, more than GSAKX's 3.64% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FINVX Fidelity Series International Value Fund | 11.06% | 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 | 3.64% | 3.75% | 2.93% | 2.68% | 0.51% | 2.74% | 1.73% | 2.69% | 15.27% | 1.41% | 2.01% | 0.77% |
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.
Loading graphics...
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 | -11.66% | -11.31% | -0.35% |
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 | -6.84% | -8.27% | +1.43% |
Average DrawdownAverage peak-to-trough decline | -9.11% | -12.36% | +3.25% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.91% | 3.03% | -0.12% |
Volatility
FINVX vs. GSAKX - Volatility Comparison
Fidelity Series International Value Fund (FINVX) has a higher volatility of 7.58% compared to Goldman Sachs International Equity Income Fund Class A (GSAKX) at 7.15%. 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.
Loading graphics...
Volatility by Period
| FINVX | GSAKX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.58% | 7.15% | +0.43% |
Volatility (6M)Calculated over the trailing 6-month period | 10.99% | 10.64% | +0.35% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.67% | 16.23% | +1.44% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.62% | 14.48% | +2.14% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.01% | 16.09% | +1.92% |