FIVLX vs. SLMCX

In the year-to-date period, FIVLX achieves a 8.15% return, which is significantly lower than SLMCX's 23.08% return. Over the past 10 years, FIVLX has underperformed SLMCX with an annualized return of 4.82%, while SLMCX has yielded a comparatively higher 8.60% annualized return.

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FIVLX has a 1.01% expense ratio, which is lower than SLMCX's 1.17% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity International Value Fund (FIVLX) and Columbia Seligman Technology and Information Fund (SLMCX). 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 1.10, which is comparable to the SLMCX Sharpe Ratio of 1.34. The chart below compares the historical Sharpe Ratios of FIVLX and SLMCX, 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 1.90%, while SLMCX has not paid dividends to shareholders.

The maximum FIVLX drawdown since its inception was -64.54%, smaller than the maximum SLMCX drawdown of -86.89%. Use the drawdown chart below to compare losses from any high point for FIVLX and SLMCX. For additional features, visit the drawdowns tool.

The current volatility for Fidelity International Value Fund (FIVLX) is 3.76%, while Columbia Seligman Technology and Information Fund (SLMCX) has a volatility of 5.29%. This indicates that FIVLX experiences smaller price fluctuations and is considered to be less risky than SLMCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.