FIVLX vs. FIENX
Compare and contrast key facts about Fidelity International Value Fund (FIVLX) and Fidelity International Enhanced Index Fund (FIENX).
FIVLX is managed by Fidelity. It was launched on May 18, 2006. FIENX is managed by Fidelity. It was launched on Dec 20, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FIVLX or FIENX.
Key characteristics
| FIVLX | FIENX |
|---|
Correlation
The correlation between FIVLX and FIENX is 0.94, 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
FIVLX vs. FIENX - Performance Comparison
The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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FIVLX vs. FIENX - Expense Ratio Comparison
FIVLX has a 1.01% expense ratio, which is higher than FIENX's 0.55% expense ratio.
Risk-Adjusted Performance
FIVLX vs. FIENX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity International Value Fund (FIVLX) and Fidelity International Enhanced Index Fund (FIENX). 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
FIVLX vs. FIENX - Dividend Comparison
FIVLX's dividend yield for the trailing twelve months is around 1.84%, while FIENX has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIVLX Fidelity International Value Fund | 1.84% | 2.06% | 1.85% | 4.35% | 1.74% | 3.54% | 3.33% | 1.66% | 2.71% | 1.44% | 3.94% | 4.51% |
FIENX Fidelity International Enhanced Index Fund | 1.39% | 7.66% | 2.41% | 2.72% | 1.64% | 3.00% | 2.37% | 1.64% | 2.44% | 1.03% | 3.00% | 2.63% |
Drawdowns
FIVLX vs. FIENX - Drawdown Comparison
Volatility
FIVLX vs. FIENX - Volatility Comparison
Fidelity International Value Fund (FIVLX) has a higher volatility of 4.17% compared to Fidelity International Enhanced Index Fund (FIENX) at 0.00%. This indicates that FIVLX's price experiences larger fluctuations and is considered to be riskier than FIENX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.