FIVFX vs. FOSFX
Compare and contrast key facts about Fidelity International Capital Appreciation Fund (FIVFX) and Fidelity Overseas Fund (FOSFX).
FIVFX is managed by Fidelity. It was launched on Nov 1, 1994. 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: FIVFX or FOSFX.
Correlation
The correlation between FIVFX and FOSFX is 0.67, 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.
Performance
FIVFX vs. FOSFX - Performance Comparison
Key characteristics
FIVFX:
0.31
FOSFX:
0.62
FIVFX:
0.58
FOSFX:
0.97
FIVFX:
1.08
FOSFX:
1.13
FIVFX:
0.32
FOSFX:
0.79
FIVFX:
1.18
FOSFX:
2.34
FIVFX:
5.36%
FOSFX:
4.72%
FIVFX:
20.17%
FOSFX:
17.93%
FIVFX:
-66.30%
FOSFX:
-62.54%
FIVFX:
-6.70%
FOSFX:
-1.15%
Returns By Period
In the year-to-date period, FIVFX achieves a 6.28% return, which is significantly lower than FOSFX's 10.21% return. Both investments have delivered pretty close results over the past 10 years, with FIVFX having a 5.80% annualized return and FOSFX not far ahead at 5.95%.
FIVFX
6.28%
1.56%
0.39%
6.94%
8.27%
5.80%
FOSFX
10.21%
1.67%
5.86%
11.82%
10.51%
5.95%
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FIVFX vs. FOSFX - Expense Ratio Comparison
FIVFX has a 1.00% expense ratio, which is higher than FOSFX's 0.99% expense ratio.
Risk-Adjusted Performance
FIVFX vs. FOSFX — Risk-Adjusted Performance Rank
FIVFX
FOSFX
FIVFX vs. FOSFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity International Capital Appreciation Fund (FIVFX) 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
FIVFX vs. FOSFX - Dividend Comparison
FIVFX's dividend yield for the trailing twelve months is around 0.73%, less than FOSFX's 1.26% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIVFX Fidelity International Capital Appreciation Fund | 0.73% | 0.78% | 0.38% | 0.05% | 0.00% | 0.17% | 0.58% | 0.47% | 0.33% | 0.68% | 1.98% | 6.09% |
FOSFX Fidelity Overseas Fund | 1.26% | 1.38% | 1.02% | 0.77% | 0.30% | 0.18% | 1.35% | 1.66% | 1.02% | 1.83% | 1.06% | 1.76% |
Drawdowns
FIVFX vs. FOSFX - Drawdown Comparison
The maximum FIVFX drawdown since its inception was -66.30%, which is greater than FOSFX's maximum drawdown of -62.54%. Use the drawdown chart below to compare losses from any high point for FIVFX and FOSFX. For additional features, visit the drawdowns tool.
Volatility
FIVFX vs. FOSFX - Volatility Comparison
Fidelity International Capital Appreciation Fund (FIVFX) has a higher volatility of 13.46% compared to Fidelity Overseas Fund (FOSFX) at 11.54%. This indicates that FIVFX's price experiences larger fluctuations and is considered to be riskier than FOSFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.