FISMX vs. FDIVX
Compare and contrast key facts about Fidelity International Small Cap Fund (FISMX) and Fidelity Diversified International Fund (FDIVX).
FISMX is managed by Fidelity. It was launched on Sep 18, 2002. FDIVX is managed by Fidelity. It was launched on Dec 27, 1991.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FISMX or FDIVX.
Correlation
The correlation between FISMX and FDIVX is 0.62, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
FISMX vs. FDIVX - Performance Comparison
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Key characteristics
FISMX:
0.65
FDIVX:
0.53
FISMX:
0.90
FDIVX:
0.83
FISMX:
1.13
FDIVX:
1.11
FISMX:
0.66
FDIVX:
0.40
FISMX:
1.65
FDIVX:
1.95
FISMX:
5.05%
FDIVX:
4.89%
FISMX:
13.74%
FDIVX:
18.71%
FISMX:
-58.76%
FDIVX:
-59.98%
FISMX:
0.00%
FDIVX:
-7.48%
Returns By Period
The year-to-date returns for both investments are quite close, with FISMX having a 13.96% return and FDIVX slightly higher at 14.52%. Over the past 10 years, FISMX has outperformed FDIVX with an annualized return of 5.70%, while FDIVX has yielded a comparatively lower 3.48% annualized return.
FISMX
13.96%
7.86%
13.47%
8.54%
9.16%
11.31%
5.70%
FDIVX
14.52%
9.48%
10.75%
9.28%
9.95%
6.71%
3.48%
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FISMX vs. FDIVX - Expense Ratio Comparison
Both FISMX and FDIVX have an expense ratio of 1.01%.
Risk-Adjusted Performance
FISMX vs. FDIVX — Risk-Adjusted Performance Rank
FISMX
FDIVX
FISMX vs. FDIVX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity International Small Cap Fund (FISMX) and Fidelity Diversified International Fund (FDIVX). 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.
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Dividends
FISMX vs. FDIVX - Dividend Comparison
FISMX's dividend yield for the trailing twelve months is around 2.31%, less than FDIVX's 3.43% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
FISMX Fidelity International Small Cap Fund | 2.31% | 2.64% | 1.87% | 0.70% | 7.28% | 0.83% | 2.32% | 6.14% | 3.44% | 2.70% | 5.45% | 18.12% |
FDIVX Fidelity Diversified International Fund | 3.43% | 3.93% | 4.29% | 1.34% | 10.59% | 0.97% | 1.32% | 7.32% | 5.30% | 1.36% | 2.23% | 4.97% |
Drawdowns
FISMX vs. FDIVX - Drawdown Comparison
The maximum FISMX drawdown since its inception was -58.76%, roughly equal to the maximum FDIVX drawdown of -59.98%. Use the drawdown chart below to compare losses from any high point for FISMX and FDIVX. For additional features, visit the drawdowns tool.
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Volatility
FISMX vs. FDIVX - Volatility Comparison
The current volatility for Fidelity International Small Cap Fund (FISMX) is 2.03%, while Fidelity Diversified International Fund (FDIVX) has a volatility of 2.88%. This indicates that FISMX experiences smaller price fluctuations and is considered to be less risky than FDIVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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