FIVFX vs. FITFX
Compare and contrast key facts about Fidelity International Capital Appreciation Fund (FIVFX) and Fidelity Flex International Index Fund (FITFX).
FIVFX is managed by Fidelity. It was launched on Nov 1, 1994. FITFX is managed by Fidelity. It was launched on Mar 9, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FIVFX or FITFX.
Correlation
The correlation between FIVFX and FITFX is 0.76, 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.
Performance
FIVFX vs. FITFX - Performance Comparison
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Key characteristics
FIVFX:
0.46
FITFX:
0.68
FIVFX:
0.92
FITFX:
1.11
FIVFX:
1.12
FITFX:
1.15
FIVFX:
0.57
FITFX:
0.88
FIVFX:
2.09
FITFX:
2.74
FIVFX:
5.39%
FITFX:
4.29%
FIVFX:
20.19%
FITFX:
16.08%
FIVFX:
-66.30%
FITFX:
-34.27%
FIVFX:
-0.80%
FITFX:
0.00%
Returns By Period
The year-to-date returns for both investments are quite close, with FIVFX having a 13.00% return and FITFX slightly higher at 13.45%.
FIVFX
13.00%
12.18%
9.22%
9.76%
9.34%
6.33%
FITFX
13.45%
9.31%
12.66%
10.92%
11.67%
N/A
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FIVFX vs. FITFX - Expense Ratio Comparison
FIVFX has a 1.00% expense ratio, which is higher than FITFX's 0.00% expense ratio.
Risk-Adjusted Performance
FIVFX vs. FITFX — Risk-Adjusted Performance Rank
FIVFX
FITFX
FIVFX vs. FITFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity International Capital Appreciation Fund (FIVFX) and Fidelity Flex International Index Fund (FITFX). 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
FIVFX vs. FITFX - Dividend Comparison
FIVFX's dividend yield for the trailing twelve months is around 0.69%, less than FITFX's 2.45% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIVFX Fidelity International Capital Appreciation Fund | 0.69% | 0.78% | 0.38% | 0.05% | 0.00% | 0.17% | 0.58% | 0.47% | 0.33% | 0.68% | 1.98% | 6.09% |
FITFX Fidelity Flex International Index Fund | 2.45% | 2.77% | 2.67% | 2.60% | 2.25% | 1.50% | 3.35% | 1.92% | 1.26% | 0.00% | 0.00% | 0.00% |
Drawdowns
FIVFX vs. FITFX - Drawdown Comparison
The maximum FIVFX drawdown since its inception was -66.30%, which is greater than FITFX's maximum drawdown of -34.27%. Use the drawdown chart below to compare losses from any high point for FIVFX and FITFX. For additional features, visit the drawdowns tool.
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Volatility
FIVFX vs. FITFX - Volatility Comparison
Fidelity International Capital Appreciation Fund (FIVFX) has a higher volatility of 3.67% compared to Fidelity Flex International Index Fund (FITFX) at 2.87%. This indicates that FIVFX's price experiences larger fluctuations and is considered to be riskier than FITFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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