FIXIX vs. PCBIX
Compare and contrast key facts about Fidelity Advisor International Small Cap Fund Class I (FIXIX) and Principal MidCap Fund Institutional Class (PCBIX).
FIXIX is managed by Fidelity. It was launched on May 27, 2003. PCBIX is managed by Principal. It was launched on Dec 6, 2000.
Performance
FIXIX vs. PCBIX - Performance Comparison
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FIXIX vs. PCBIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FIXIX Fidelity Advisor International Small Cap Fund Class I | -2.51% | 24.65% | 0.02% | 19.63% | -16.66% | 13.44% | 9.97% | 21.45% | -16.09% | 31.49% |
PCBIX Principal MidCap Fund Institutional Class | -12.96% | 1.62% | 23.63% | 25.92% | -23.16% | 25.22% | 18.25% | 49.40% | -6.86% | 25.32% |
Returns By Period
In the year-to-date period, FIXIX achieves a -2.51% return, which is significantly higher than PCBIX's -12.96% return. Over the past 10 years, FIXIX has underperformed PCBIX with an annualized return of 8.01%, while PCBIX has yielded a comparatively higher 11.48% annualized return.
FIXIX
- 1D
- -0.30%
- 1M
- -10.41%
- YTD
- -2.51%
- 6M
- -0.82%
- 1Y
- 15.85%
- 3Y*
- 10.25%
- 5Y*
- 5.07%
- 10Y*
- 8.01%
PCBIX
- 1D
- 0.78%
- 1M
- -9.56%
- YTD
- -12.96%
- 6M
- -16.52%
- 1Y
- -11.19%
- 3Y*
- 9.26%
- 5Y*
- 5.06%
- 10Y*
- 11.48%
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FIXIX vs. PCBIX - Expense Ratio Comparison
FIXIX has a 1.02% expense ratio, which is higher than PCBIX's 0.67% expense ratio.
Return for Risk
FIXIX vs. PCBIX — Risk / Return Rank
FIXIX
PCBIX
FIXIX vs. PCBIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor International Small Cap Fund Class I (FIXIX) and Principal MidCap Fund Institutional Class (PCBIX). 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.
| FIXIX | PCBIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.10 | -0.58 | +1.67 |
Sortino ratioReturn per unit of downside risk | 1.46 | -0.71 | +2.17 |
Omega ratioGain probability vs. loss probability | 1.22 | 0.91 | +0.32 |
Calmar ratioReturn relative to maximum drawdown | 1.26 | -0.60 | +1.87 |
Martin ratioReturn relative to average drawdown | 4.62 | -1.81 | +6.43 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FIXIX | PCBIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.10 | -0.58 | +1.67 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.38 | 0.27 | +0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.58 | 0.60 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.71 | 0.58 | +0.12 |
Correlation
The correlation between FIXIX and PCBIX is 0.62, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
FIXIX vs. PCBIX - Dividend Comparison
FIXIX's dividend yield for the trailing twelve months is around 3.63%, less than PCBIX's 6.68% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIXIX Fidelity Advisor International Small Cap Fund Class I | 3.63% | 3.54% | 2.59% | 1.88% | 0.68% | 7.25% | 0.81% | 2.32% | 6.13% | 2.45% | 2.81% | 2.78% |
PCBIX Principal MidCap Fund Institutional Class | 6.68% | 5.81% | 6.40% | 2.51% | 3.18% | 7.96% | 1.08% | 9.02% | 12.24% | 3.31% | 2.49% | 6.30% |
Drawdowns
FIXIX vs. PCBIX - Drawdown Comparison
The maximum FIXIX drawdown since its inception was -60.85%, which is greater than PCBIX's maximum drawdown of -50.25%. Use the drawdown chart below to compare losses from any high point for FIXIX and PCBIX.
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Drawdown Indicators
| FIXIX | PCBIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.85% | -50.25% | -10.60% |
Max Drawdown (1Y)Largest decline over 1 year | -10.73% | -19.29% | +8.56% |
Max Drawdown (5Y)Largest decline over 5 years | -31.05% | -31.17% | +0.12% |
Max Drawdown (10Y)Largest decline over 10 years | -38.82% | -40.56% | +1.74% |
Current DrawdownCurrent decline from peak | -10.41% | -18.65% | +8.24% |
Average DrawdownAverage peak-to-trough decline | -10.63% | -6.50% | -4.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.94% | 6.44% | -3.50% |
Volatility
FIXIX vs. PCBIX - Volatility Comparison
Fidelity Advisor International Small Cap Fund Class I (FIXIX) has a higher volatility of 5.71% compared to Principal MidCap Fund Institutional Class (PCBIX) at 4.56%. This indicates that FIXIX's price experiences larger fluctuations and is considered to be riskier than PCBIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FIXIX | PCBIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.71% | 4.56% | +1.15% |
Volatility (6M)Calculated over the trailing 6-month period | 8.69% | 10.34% | -1.65% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.30% | 18.28% | -4.98% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.34% | 18.53% | -5.19% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.93% | 19.09% | -5.16% |