FIREX vs. FIVFX
Compare and contrast key facts about Fidelity International Real Estate Fund (FIREX) and Fidelity International Capital Appreciation Fund (FIVFX).
FIREX is managed by Fidelity. It was launched on Sep 8, 2004. FIVFX is managed by Fidelity. It was launched on Nov 1, 1994.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FIREX or FIVFX.
Key characteristics
| FIREX | FIVFX | |
|---|---|---|
| YTD Return | -1.75% | 7.69% |
| 1Y Return | 0.69% | 19.72% |
| 3Y Return (Ann) | -7.28% | 3.73% |
| 5Y Return (Ann) | 0.16% | 9.46% |
| 10Y Return (Ann) | 3.30% | 8.59% |
| Sharpe Ratio | 0.02 | 1.64 |
| Daily Std Dev | 12.96% | 12.49% |
| Max Drawdown | -71.45% | -66.31% |
| Current Drawdown | -27.09% | -1.89% |
Correlation
The correlation between FIREX and FIVFX is 0.75, 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
FIREX vs. FIVFX - Performance Comparison
In the year-to-date period, FIREX achieves a -1.75% return, which is significantly lower than FIVFX's 7.69% return. Over the past 10 years, FIREX has underperformed FIVFX with an annualized return of 3.30%, while FIVFX has yielded a comparatively higher 8.59% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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FIREX vs. FIVFX - Expense Ratio Comparison
FIREX has a 0.95% expense ratio, which is lower than FIVFX's 1.00% expense ratio.
Risk-Adjusted Performance
FIREX vs. FIVFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity International Real Estate Fund (FIREX) and Fidelity International Capital Appreciation Fund (FIVFX). 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
FIREX vs. FIVFX - Dividend Comparison
FIREX's dividend yield for the trailing twelve months is around 1.89%, more than FIVFX's 0.35% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIREX Fidelity International Real Estate Fund | 1.89% | 1.86% | 4.44% | 5.44% | 1.77% | 5.10% | 2.01% | 3.06% | 4.14% | 4.16% | 6.23% | 5.88% |
FIVFX Fidelity International Capital Appreciation Fund | 0.35% | 0.38% | 0.05% | 9.08% | 1.28% | 3.29% | 3.01% | 3.31% | 0.68% | 1.98% | 6.09% | 0.71% |
Drawdowns
FIREX vs. FIVFX - Drawdown Comparison
The maximum FIREX drawdown since its inception was -71.45%, which is greater than FIVFX's maximum drawdown of -66.31%. Use the drawdown chart below to compare losses from any high point for FIREX and FIVFX. For additional features, visit the drawdowns tool.
Volatility
FIREX vs. FIVFX - Volatility Comparison
Fidelity International Real Estate Fund (FIREX) and Fidelity International Capital Appreciation Fund (FIVFX) have volatilities of 3.56% and 3.50%, 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.