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FISMX vs. FIGFX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

FISMX vs. FIGFX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity International Small Cap Fund (FISMX) and Fidelity International Growth Fund (FIGFX). The values are adjusted to include any dividend payments, if applicable.

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FISMX vs. FIGFX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
FISMX
Fidelity International Small Cap Fund
-0.22%24.73%0.05%19.62%-16.66%13.44%9.98%21.45%-16.08%31.58%
FIGFX
Fidelity International Growth Fund
-2.20%17.91%4.90%20.89%-23.19%15.42%16.95%33.97%-11.52%28.83%

Returns By Period

In the year-to-date period, FISMX achieves a -0.22% return, which is significantly higher than FIGFX's -2.20% return. Over the past 10 years, FISMX has underperformed FIGFX with an annualized return of 8.27%, while FIGFX has yielded a comparatively higher 8.70% annualized return.


FISMX

1D
2.37%
1M
-6.49%
YTD
-0.22%
6M
1.66%
1Y
18.09%
3Y*
11.14%
5Y*
5.35%
10Y*
8.27%

FIGFX

1D
3.83%
1M
-8.74%
YTD
-2.20%
6M
-2.07%
1Y
12.55%
3Y*
9.84%
5Y*
4.85%
10Y*
8.70%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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FISMX vs. FIGFX - Expense Ratio Comparison

FISMX has a 1.01% expense ratio, which is higher than FIGFX's 0.99% expense ratio.


Return for Risk

FISMX vs. FIGFX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FISMX
FISMX Risk / Return Rank: 6969
Overall Rank
FISMX Sharpe Ratio Rank: 7676
Sharpe Ratio Rank
FISMX Sortino Ratio Rank: 7171
Sortino Ratio Rank
FISMX Omega Ratio Rank: 7373
Omega Ratio Rank
FISMX Calmar Ratio Rank: 6767
Calmar Ratio Rank
FISMX Martin Ratio Rank: 5959
Martin Ratio Rank

FIGFX
FIGFX Risk / Return Rank: 2828
Overall Rank
FIGFX Sharpe Ratio Rank: 2626
Sharpe Ratio Rank
FIGFX Sortino Ratio Rank: 2828
Sortino Ratio Rank
FIGFX Omega Ratio Rank: 2525
Omega Ratio Rank
FIGFX Calmar Ratio Rank: 3030
Calmar Ratio Rank
FIGFX Martin Ratio Rank: 3131
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

FISMX vs. FIGFX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity International Small Cap Fund (FISMX) and Fidelity International Growth Fund (FIGFX). 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.


FISMXFIGFXDifference

Sharpe ratio

Return per unit of total volatility

1.39

0.68

+0.71

Sortino ratio

Return per unit of downside risk

1.83

1.08

+0.75

Omega ratio

Gain probability vs. loss probability

1.28

1.15

+0.14

Calmar ratio

Return relative to maximum drawdown

1.61

0.90

+0.71

Martin ratio

Return relative to average drawdown

5.85

3.49

+2.37

FISMX vs. FIGFX - Sharpe Ratio Comparison

The current FISMX Sharpe Ratio is 1.39, which is higher than the FIGFX Sharpe Ratio of 0.68. The chart below compares the historical Sharpe Ratios of FISMX and FIGFX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


FISMXFIGFXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.39

0.68

+0.71

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.40

0.28

+0.13

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.60

0.50

+0.10

Sharpe Ratio (All Time)

Calculated using the full available price history

0.71

0.28

+0.43

Correlation

The correlation between FISMX and FIGFX is 0.86, 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.


Dividends

FISMX vs. FIGFX - Dividend Comparison

FISMX's dividend yield for the trailing twelve months is around 3.59%, more than FIGFX's 3.52% yield.


TTM20252024202320222021202020192018201720162015
FISMX
Fidelity International Small Cap Fund
3.59%3.58%2.64%1.87%0.70%7.28%0.83%2.32%6.14%2.46%2.70%2.80%
FIGFX
Fidelity International Growth Fund
3.52%3.44%0.78%0.48%1.66%1.93%0.11%0.97%0.88%0.12%1.24%0.77%

Drawdowns

FISMX vs. FIGFX - Drawdown Comparison

The maximum FISMX drawdown since its inception was -60.94%, which is greater than FIGFX's maximum drawdown of -55.97%. Use the drawdown chart below to compare losses from any high point for FISMX and FIGFX.


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Drawdown Indicators


FISMXFIGFXDifference

Max Drawdown

Largest peak-to-trough decline

-60.94%

-55.97%

-4.97%

Max Drawdown (1Y)

Largest decline over 1 year

-10.71%

-13.95%

+3.24%

Max Drawdown (5Y)

Largest decline over 5 years

-31.07%

-34.91%

+3.84%

Max Drawdown (10Y)

Largest decline over 10 years

-38.80%

-34.91%

-3.89%

Current Drawdown

Current decline from peak

-8.29%

-10.65%

+2.36%

Average Drawdown

Average peak-to-trough decline

-10.71%

-10.46%

-0.25%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.95%

3.58%

-0.63%

Volatility

FISMX vs. FIGFX - Volatility Comparison

The current volatility for Fidelity International Small Cap Fund (FISMX) is 6.19%, while Fidelity International Growth Fund (FIGFX) has a volatility of 9.06%. This indicates that FISMX experiences smaller price fluctuations and is considered to be less risky than FIGFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


FISMXFIGFXDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.19%

9.06%

-2.87%

Volatility (6M)

Calculated over the trailing 6-month period

9.00%

13.19%

-4.19%

Volatility (1Y)

Calculated over the trailing 1-year period

13.48%

19.35%

-5.87%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

13.40%

17.64%

-4.24%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

13.95%

17.56%

-3.61%