Correlation
The correlation between FIVLX and FSPSX is 0.74, 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. FSPSX
Compare and contrast key facts about Fidelity International Value Fund (FIVLX) and Fidelity International Index Fund (FSPSX).
FIVLX is managed by Fidelity. It was launched on May 18, 2006. FSPSX is managed by Fidelity. It was launched on Nov 5, 1997.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FIVLX or FSPSX.
Performance
FIVLX vs. FSPSX - Performance Comparison
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Key characteristics
FIVLX:
1.14
FSPSX:
0.88
FIVLX:
1.49
FSPSX:
1.20
FIVLX:
1.21
FSPSX:
1.16
FIVLX:
1.31
FSPSX:
0.99
FIVLX:
4.18
FSPSX:
2.87
FIVLX:
4.52%
FSPSX:
4.68%
FIVLX:
17.76%
FSPSX:
16.69%
FIVLX:
-65.06%
FSPSX:
-33.69%
FIVLX:
-0.48%
FSPSX:
-0.43%
Returns By Period
In the year-to-date period, FIVLX achieves a 24.16% return, which is significantly higher than FSPSX's 17.65% return. Both investments have delivered pretty close results over the past 10 years, with FIVLX having a 6.22% annualized return and FSPSX not far behind at 6.10%.
FIVLX
24.16%
5.76%
19.79%
18.46%
14.37%
16.23%
6.22%
FSPSX
17.65%
5.17%
14.32%
13.24%
11.70%
11.59%
6.10%
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FIVLX vs. FSPSX - Expense Ratio Comparison
FIVLX has a 1.01% expense ratio, which is higher than FSPSX's 0.04% expense ratio.
Risk-Adjusted Performance
FIVLX vs. FSPSX — Risk-Adjusted Performance Rank
FIVLX
FSPSX
FIVLX vs. FSPSX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity International Value Fund (FIVLX) and Fidelity International Index Fund (FSPSX). 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. FSPSX - Dividend Comparison
FIVLX's dividend yield for the trailing twelve months is around 2.34%, less than FSPSX's 2.46% 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% |
FSPSX Fidelity International Index Fund | 2.46% | 3.27% | 2.79% | 2.66% | 3.07% | 1.84% | 3.18% | 2.79% | 2.50% | 3.08% | 2.79% | 3.53% |
Drawdowns
FIVLX vs. FSPSX - Drawdown Comparison
The maximum FIVLX drawdown since its inception was -65.06%, which is greater than FSPSX's maximum drawdown of -33.69%. Use the drawdown chart below to compare losses from any high point for FIVLX and FSPSX.
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Volatility
FIVLX vs. FSPSX - Volatility Comparison
The current volatility for Fidelity International Value Fund (FIVLX) is 2.87%, while Fidelity International Index Fund (FSPSX) has a volatility of 3.06%. This indicates that FIVLX experiences smaller price fluctuations and is considered to be less risky than FSPSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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