FISMX vs. FOSFX
Compare and contrast key facts about Fidelity International Small Cap Fund (FISMX) and Fidelity Overseas Fund (FOSFX).
FISMX is managed by Fidelity. It was launched on Sep 18, 2002. FOSFX is managed by Fidelity. It was launched on Dec 4, 1984.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FISMX or FOSFX.
Performance
FISMX vs. FOSFX - Performance Comparison
Returns By Period
In the year-to-date period, FISMX achieves a 0.32% return, which is significantly lower than FOSFX's 6.05% return. Over the past 10 years, FISMX has outperformed FOSFX with an annualized return of 7.52%, while FOSFX has yielded a comparatively lower 7.12% annualized return.
FISMX
0.32%
-5.16%
-4.26%
9.93%
5.53%
7.52%
FOSFX
6.05%
-5.47%
-2.16%
15.04%
6.76%
7.12%
Key characteristics
| FISMX | FOSFX | |
|---|---|---|
| Sharpe Ratio | 0.84 | 1.14 |
| Sortino Ratio | 1.23 | 1.65 |
| Omega Ratio | 1.15 | 1.20 |
| Calmar Ratio | 0.78 | 0.89 |
| Martin Ratio | 3.61 | 5.40 |
| Ulcer Index | 2.55% | 2.83% |
| Daily Std Dev | 11.01% | 13.37% |
| Max Drawdown | -58.76% | -62.54% |
| Current Drawdown | -8.57% | -8.99% |
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FISMX vs. FOSFX - Expense Ratio Comparison
FISMX has a 1.01% expense ratio, which is higher than FOSFX's 0.99% expense ratio.
Correlation
The correlation between FISMX and FOSFX is 0.87, 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.
Risk-Adjusted Performance
FISMX vs. FOSFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity International Small Cap Fund (FISMX) and Fidelity Overseas Fund (FOSFX). 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. FOSFX - Dividend Comparison
FISMX's dividend yield for the trailing twelve months is around 1.86%, more than FOSFX's 0.96% 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% |
FOSFX Fidelity Overseas Fund | 0.96% | 1.02% | 0.77% | 0.30% | 0.18% | 1.35% | 1.66% | 1.02% | 1.83% | 1.06% | 1.76% | 2.98% |
Drawdowns
FISMX vs. FOSFX - Drawdown Comparison
The maximum FISMX drawdown since its inception was -58.76%, smaller than the maximum FOSFX drawdown of -62.54%. Use the drawdown chart below to compare losses from any high point for FISMX and FOSFX. For additional features, visit the drawdowns tool.
Volatility
FISMX vs. FOSFX - Volatility Comparison
The current volatility for Fidelity International Small Cap Fund (FISMX) is 2.95%, while Fidelity Overseas Fund (FOSFX) has a volatility of 3.77%. This indicates that FISMX experiences smaller price fluctuations and is considered to be less risky than FOSFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.