FISMX vs. FSPSX
Compare and contrast key facts about Fidelity International Small Cap Fund (FISMX) and Fidelity International Index Fund (FSPSX).
FISMX is managed by Fidelity. It was launched on Sep 18, 2002. FSPSX is managed by Fidelity. It was launched on Nov 5, 1997.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FISMX or FSPSX.
Performance
FISMX vs. FSPSX - Performance Comparison
Returns By Period
In the year-to-date period, FISMX achieves a 0.32% return, which is significantly lower than FSPSX's 4.20% return. Over the past 10 years, FISMX has outperformed FSPSX with an annualized return of 7.52%, while FSPSX has yielded a comparatively lower 5.09% annualized return.
FISMX
0.32%
-5.16%
-4.26%
9.93%
5.53%
7.52%
FSPSX
4.20%
-5.24%
-3.74%
12.34%
5.59%
5.09%
Key characteristics
| FISMX | FSPSX | |
|---|---|---|
| Sharpe Ratio | 0.84 | 0.97 |
| Sortino Ratio | 1.23 | 1.40 |
| Omega Ratio | 1.15 | 1.17 |
| Calmar Ratio | 0.78 | 1.37 |
| Martin Ratio | 3.61 | 4.54 |
| Ulcer Index | 2.55% | 2.66% |
| Daily Std Dev | 11.01% | 12.53% |
| Max Drawdown | -58.76% | -33.69% |
| Current Drawdown | -8.57% | -8.84% |
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FISMX vs. FSPSX - Expense Ratio Comparison
FISMX has a 1.01% expense ratio, which is higher than FSPSX's 0.04% expense ratio.
Correlation
The correlation between FISMX and FSPSX is 0.89, 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. FSPSX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity International Small Cap Fund (FISMX) and Fidelity International Index Fund (FSPSX). 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. FSPSX - Dividend Comparison
FISMX's dividend yield for the trailing twelve months is around 1.86%, less than FSPSX's 3.05% 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% |
FSPSX Fidelity International Index Fund | 3.05% | 2.79% | 2.66% | 3.07% | 1.84% | 3.18% | 2.79% | 2.36% | 2.99% | 2.79% | 3.53% | 2.59% |
Drawdowns
FISMX vs. FSPSX - Drawdown Comparison
The maximum FISMX drawdown since its inception was -58.76%, which is greater than FSPSX's maximum drawdown of -33.69%. Use the drawdown chart below to compare losses from any high point for FISMX and FSPSX. For additional features, visit the drawdowns tool.
Volatility
FISMX vs. FSPSX - Volatility Comparison
The current volatility for Fidelity International Small Cap Fund (FISMX) is 2.95%, while Fidelity International Index Fund (FSPSX) has a volatility of 3.83%. This indicates that FISMX experiences smaller price fluctuations and is considered to be less risky than FSPSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.