FJACX vs. FISMX
Compare and contrast key facts about Fidelity Series Small Cap Discovery Fund (FJACX) and Fidelity International Small Cap Fund (FISMX).
FJACX is managed by Fidelity. It was launched on Nov 7, 2013. FISMX is managed by Fidelity. It was launched on Sep 18, 2002.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FJACX or FISMX.
Key characteristics
| FJACX | FISMX | |
|---|---|---|
| YTD Return | 8.98% | 1.08% |
| 1Y Return | 22.18% | 10.24% |
| 3Y Return (Ann) | 4.46% | -0.40% |
| 5Y Return (Ann) | 12.01% | 5.70% |
| 10Y Return (Ann) | 9.54% | 7.59% |
| Sharpe Ratio | 1.50 | 1.20 |
| Sortino Ratio | 2.19 | 1.76 |
| Omega Ratio | 1.27 | 1.22 |
| Calmar Ratio | 2.74 | 1.16 |
| Martin Ratio | 6.61 | 5.59 |
| Ulcer Index | 4.15% | 2.44% |
| Daily Std Dev | 18.26% | 11.41% |
| Max Drawdown | -45.60% | -58.76% |
| Current Drawdown | -2.44% | -7.88% |
Correlation
The correlation between FJACX and FISMX is 0.66, 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.
Performance
FJACX vs. FISMX - Performance Comparison
In the year-to-date period, FJACX achieves a 8.98% return, which is significantly higher than FISMX's 1.08% return. Over the past 10 years, FJACX has outperformed FISMX with an annualized return of 9.54%, while FISMX has yielded a comparatively lower 7.59% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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FJACX vs. FISMX - Expense Ratio Comparison
FJACX has a 0.00% expense ratio, which is lower than FISMX's 1.01% expense ratio.
Risk-Adjusted Performance
FJACX vs. FISMX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Series Small Cap Discovery Fund (FJACX) and Fidelity International Small Cap Fund (FISMX). 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.
Dividends
FJACX vs. FISMX - Dividend Comparison
FJACX's dividend yield for the trailing twelve months is around 1.19%, less than FISMX's 1.85% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FJACX Fidelity Series Small Cap Discovery Fund | 1.19% | 1.10% | 1.47% | 0.98% | 0.98% | 1.37% | 1.97% | 1.15% | 0.45% | 5.89% | 0.19% | 0.00% |
FISMX Fidelity International Small Cap Fund | 1.85% | 1.87% | 0.70% | 2.57% | 0.83% | 1.83% | 1.91% | 0.98% | 1.46% | 5.45% | 18.12% | 2.92% |
Drawdowns
FJACX vs. FISMX - Drawdown Comparison
The maximum FJACX drawdown since its inception was -45.60%, smaller than the maximum FISMX drawdown of -58.76%. Use the drawdown chart below to compare losses from any high point for FJACX and FISMX. For additional features, visit the drawdowns tool.
Volatility
FJACX vs. FISMX - Volatility Comparison
Fidelity Series Small Cap Discovery Fund (FJACX) has a higher volatility of 6.47% compared to Fidelity International Small Cap Fund (FISMX) at 2.95%. This indicates that FJACX's price experiences larger fluctuations and is considered to be riskier than FISMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.