FIQIX vs. MISIX

In the year-to-date period, FIQIX achieves a 14.99% return, which is significantly lower than MISIX's 19.46% return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

FIQIX has a 0.89% expense ratio, which is lower than MISIX's 0.97% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor International Small Cap Fund Class Z (FIQIX) and Victory Trivalent International Small-Cap Fund Class I (MISIX). 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.

The current FIQIX Sharpe Ratio is 0.80, which is comparable to the MISIX Sharpe Ratio of 0.96. The chart below compares the historical Sharpe Ratios of FIQIX and MISIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FIQIX's dividend yield for the trailing twelve months is around 2.37%, more than MISIX's 1.90% yield.

The maximum FIQIX drawdown since its inception was -36.61%, smaller than the maximum MISIX drawdown of -67.60%. Use the drawdown chart below to compare losses from any high point for FIQIX and MISIX.

The current volatility for Fidelity Advisor International Small Cap Fund Class Z (FIQIX) is 2.36%, while Victory Trivalent International Small-Cap Fund Class I (MISIX) has a volatility of 2.70%. This indicates that FIQIX experiences smaller price fluctuations and is considered to be less risky than MISIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.