FIQIX vs. FXAIX
Compare and contrast key facts about Fidelity Advisor International Small Cap Fund Class Z (FIQIX) and Fidelity 500 Index Fund (FXAIX).
FIQIX is managed by Fidelity. It was launched on Oct 2, 2018. FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FIQIX or FXAIX.
Correlation
The correlation between FIQIX and FXAIX is 0.72, 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.
Performance
FIQIX vs. FXAIX - Performance Comparison
Key characteristics
FIQIX:
0.62
FXAIX:
1.97
FIQIX:
0.92
FXAIX:
2.64
FIQIX:
1.11
FXAIX:
1.36
FIQIX:
0.61
FXAIX:
2.98
FIQIX:
1.47
FXAIX:
12.34
FIQIX:
4.60%
FXAIX:
2.04%
FIQIX:
10.91%
FXAIX:
12.79%
FIQIX:
-36.61%
FXAIX:
-33.79%
FIQIX:
-4.70%
FXAIX:
0.00%
Returns By Period
In the year-to-date period, FIQIX achieves a 4.49% return, which is significantly higher than FXAIX's 4.11% return.
FIQIX
4.49%
4.90%
-2.62%
5.20%
5.24%
N/A
FXAIX
4.11%
2.06%
9.72%
23.78%
14.37%
13.09%
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FIQIX vs. FXAIX - Expense Ratio Comparison
FIQIX has a 0.89% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Risk-Adjusted Performance
FIQIX vs. FXAIX — Risk-Adjusted Performance Rank
FIQIX
FXAIX
FIQIX vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor International Small Cap Fund Class Z (FIQIX) and Fidelity 500 Index Fund (FXAIX). 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
FIQIX vs. FXAIX - Dividend Comparison
FIQIX's dividend yield for the trailing twelve months is around 2.61%, more than FXAIX's 1.20% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIQIX Fidelity Advisor International Small Cap Fund Class Z | 2.61% | 2.73% | 1.99% | 0.83% | 2.70% | 0.93% | 1.97% | 2.12% | 0.00% | 0.00% | 0.00% | 0.00% |
FXAIX Fidelity 500 Index Fund | 1.20% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 1.95% | 2.07% | 1.81% | 2.01% | 2.56% | 2.63% |
Drawdowns
FIQIX vs. FXAIX - Drawdown Comparison
The maximum FIQIX drawdown since its inception was -36.61%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for FIQIX and FXAIX. For additional features, visit the drawdowns tool.
Volatility
FIQIX vs. FXAIX - Volatility Comparison
The current volatility for Fidelity Advisor International Small Cap Fund Class Z (FIQIX) is 2.59%, while Fidelity 500 Index Fund (FXAIX) has a volatility of 3.21%. This indicates that FIQIX experiences smaller price fluctuations and is considered to be less risky than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.