FISMX vs. FDLSX
Compare and contrast key facts about Fidelity International Small Cap Fund (FISMX) and Fidelity Select Leisure Portfolio (FDLSX).
FISMX is managed by Fidelity. It was launched on Sep 18, 2002. FDLSX is managed by Fidelity Investments. It was launched on May 7, 1984.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FISMX or FDLSX.
Performance
FISMX vs. FDLSX - Performance Comparison
Returns By Period
In the year-to-date period, FISMX achieves a 0.32% return, which is significantly lower than FDLSX's 21.17% return. Over the past 10 years, FISMX has underperformed FDLSX with an annualized return of 7.52%, while FDLSX has yielded a comparatively higher 12.94% annualized return.
FISMX
0.32%
-5.16%
-4.26%
9.93%
5.53%
7.52%
FDLSX
21.17%
2.57%
15.68%
30.65%
15.45%
12.94%
Key characteristics
| FISMX | FDLSX | |
|---|---|---|
| Sharpe Ratio | 0.84 | 2.20 |
| Sortino Ratio | 1.23 | 3.00 |
| Omega Ratio | 1.15 | 1.39 |
| Calmar Ratio | 0.78 | 3.30 |
| Martin Ratio | 3.61 | 12.34 |
| Ulcer Index | 2.55% | 2.55% |
| Daily Std Dev | 11.01% | 14.29% |
| Max Drawdown | -58.76% | -51.18% |
| Current Drawdown | -8.57% | -2.48% |
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FISMX vs. FDLSX - Expense Ratio Comparison
FISMX has a 1.01% expense ratio, which is higher than FDLSX's 0.74% expense ratio.
Correlation
The correlation between FISMX and FDLSX is 0.56, 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.
Risk-Adjusted Performance
FISMX vs. FDLSX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity International Small Cap Fund (FISMX) and Fidelity Select Leisure Portfolio (FDLSX). 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
FISMX vs. FDLSX - Dividend Comparison
FISMX's dividend yield for the trailing twelve months is around 1.86%, more than FDLSX's 0.36% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FISMX Fidelity International Small Cap Fund | 1.86% | 1.87% | 0.70% | 2.57% | 0.83% | 1.83% | 1.91% | 0.98% | 1.46% | 5.45% | 18.12% | 2.92% |
FDLSX Fidelity Select Leisure Portfolio | 0.36% | 0.39% | 0.37% | 0.11% | 0.45% | 0.71% | 1.22% | 0.83% | 1.01% | 2.88% | 4.21% | 8.06% |
Drawdowns
FISMX vs. FDLSX - Drawdown Comparison
The maximum FISMX drawdown since its inception was -58.76%, which is greater than FDLSX's maximum drawdown of -51.18%. Use the drawdown chart below to compare losses from any high point for FISMX and FDLSX. For additional features, visit the drawdowns tool.
Volatility
FISMX vs. FDLSX - Volatility Comparison
The current volatility for Fidelity International Small Cap Fund (FISMX) is 2.95%, while Fidelity Select Leisure Portfolio (FDLSX) has a volatility of 4.53%. This indicates that FISMX experiences smaller price fluctuations and is considered to be less risky than FDLSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.