FIXIX vs. VFINX

In the year-to-date period, FIXIX achieves a 14.93% return, which is significantly higher than VFINX's 1.00% return. Over the past 10 years, FIXIX has underperformed VFINX with an annualized return of 7.11%, while VFINX has yielded a comparatively higher 12.74% annualized return.

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FIXIX has a 1.02% expense ratio, which is higher than VFINX's 0.14% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor International Small Cap Fund Class I (FIXIX) and Vanguard 500 Index Fund Investor Shares (VFINX). 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 FIXIX Sharpe Ratio is 0.79, which is comparable to the VFINX Sharpe Ratio of 0.73. The chart below compares the historical Sharpe Ratios of FIXIX and VFINX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FIXIX's dividend yield for the trailing twelve months is around 2.25%, more than VFINX's 1.18% yield.

The maximum FIXIX drawdown since its inception was -58.82%, which is greater than VFINX's maximum drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for FIXIX and VFINX.

The current volatility for Fidelity Advisor International Small Cap Fund Class I (FIXIX) is 2.35%, while Vanguard 500 Index Fund Investor Shares (VFINX) has a volatility of 4.83%. This indicates that FIXIX experiences smaller price fluctuations and is considered to be less risky than VFINX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.