FIQIX vs. VSTCX

In the year-to-date period, FIQIX achieves a 14.99% return, which is significantly higher than VSTCX's -5.44% return.

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FIQIX has a 0.89% expense ratio, which is higher than VSTCX's 0.26% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor International Small Cap Fund Class Z (FIQIX) and Vanguard Strategic Small-Cap Equity Fund (VSTCX). 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 higher than the VSTCX Sharpe Ratio of -0.13. The chart below compares the historical Sharpe Ratios of FIQIX and VSTCX, 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%, less than VSTCX's 10.21% yield.

The maximum FIQIX drawdown since its inception was -36.61%, smaller than the maximum VSTCX drawdown of -62.79%. Use the drawdown chart below to compare losses from any high point for FIQIX and VSTCX.

The current volatility for Fidelity Advisor International Small Cap Fund Class Z (FIQIX) is 2.36%, while Vanguard Strategic Small-Cap Equity Fund (VSTCX) has a volatility of 6.61%. This indicates that FIQIX experiences smaller price fluctuations and is considered to be less risky than VSTCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.