FIVLX vs. FMIJX

In the year-to-date period, FIVLX achieves a 24.16% return, which is significantly higher than FMIJX's 3.80% return. Over the past 10 years, FIVLX has outperformed FMIJX with an annualized return of 6.22%, while FMIJX has yielded a comparatively lower 4.80% annualized return.

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FIVLX has a 1.01% expense ratio, which is higher than FMIJX's 0.94% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity International Value Fund (FIVLX) and FMI International Fund (FMIJX). 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.

The current FIVLX Sharpe Ratio is 1.14, which is higher than the FMIJX Sharpe Ratio of 0.24. The chart below compares the historical Sharpe Ratios of FIVLX and FMIJX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FIVLX's dividend yield for the trailing twelve months is around 2.34%, while FMIJX has not paid dividends to shareholders.

The maximum FIVLX drawdown since its inception was -65.06%, which is greater than FMIJX's maximum drawdown of -37.45%. Use the drawdown chart below to compare losses from any high point for FIVLX and FMIJX.

The current volatility for Fidelity International Value Fund (FIVLX) is 2.87%, while FMI International Fund (FMIJX) has a volatility of 3.65%. This indicates that FIVLX experiences smaller price fluctuations and is considered to be less risky than FMIJX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.