Correlation
The correlation between FIVLX and FINVX is 0.75, 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.
FIVLX vs. FINVX
Compare and contrast key facts about Fidelity International Value Fund (FIVLX) and Fidelity Series International Value Fund (FINVX).
FIVLX is managed by Fidelity. It was launched on May 18, 2006. FINVX is managed by Fidelity. It was launched on Dec 3, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FIVLX or FINVX.
Performance
FIVLX vs. FINVX - Performance Comparison
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Key characteristics
FIVLX:
1.14
FINVX:
1.22
FIVLX:
1.49
FINVX:
1.59
FIVLX:
1.21
FINVX:
1.23
FIVLX:
1.31
FINVX:
1.42
FIVLX:
4.18
FINVX:
4.64
FIVLX:
4.52%
FINVX:
4.46%
FIVLX:
17.76%
FINVX:
18.04%
FIVLX:
-65.06%
FINVX:
-42.48%
FIVLX:
-0.48%
FINVX:
-0.40%
Returns By Period
The year-to-date returns for both investments are quite close, with FIVLX having a 24.16% return and FINVX slightly higher at 25.17%. Over the past 10 years, FIVLX has underperformed FINVX with an annualized return of 6.22%, while FINVX has yielded a comparatively higher 7.17% annualized return.
FIVLX
24.16%
5.76%
19.79%
18.46%
14.37%
16.23%
6.22%
FINVX
25.17%
6.19%
20.98%
20.23%
15.74%
17.59%
7.17%
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FIVLX vs. FINVX - Expense Ratio Comparison
FIVLX has a 1.01% expense ratio, which is higher than FINVX's 0.01% expense ratio.
Risk-Adjusted Performance
FIVLX vs. FINVX — Risk-Adjusted Performance Rank
FIVLX
FINVX
FIVLX vs. FINVX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity International Value Fund (FIVLX) and Fidelity Series International Value Fund (FINVX). 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
FIVLX vs. FINVX - Dividend Comparison
FIVLX's dividend yield for the trailing twelve months is around 2.34%, less than FINVX's 3.73% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIVLX Fidelity International Value Fund | 2.34% | 2.90% | 2.06% | 1.85% | 4.35% | 1.74% | 3.54% | 3.33% | 1.66% | 2.71% | 1.44% | 3.94% |
FINVX Fidelity Series International Value Fund | 3.73% | 4.66% | 3.29% | 3.33% | 5.02% | 2.83% | 4.05% | 4.05% | 3.14% | 2.62% | 2.14% | 7.84% |
Drawdowns
FIVLX vs. FINVX - Drawdown Comparison
The maximum FIVLX drawdown since its inception was -65.06%, which is greater than FINVX's maximum drawdown of -42.48%. Use the drawdown chart below to compare losses from any high point for FIVLX and FINVX.
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Volatility
FIVLX vs. FINVX - Volatility Comparison
The current volatility for Fidelity International Value Fund (FIVLX) is 2.87%, while Fidelity Series International Value Fund (FINVX) has a volatility of 3.20%. This indicates that FIVLX experiences smaller price fluctuations and is considered to be less risky than FINVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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