FJPCX vs. DFJSX
Compare and contrast key facts about Fidelity Advisor Japan Fund Class C (FJPCX) and DFA Japanese Small Company Portfolio (DFJSX).
FJPCX is managed by Fidelity. It was launched on Dec 14, 2010. DFJSX is managed by Dimensional. It was launched on Jan 30, 1986.
Performance
FJPCX vs. DFJSX - Performance Comparison
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FJPCX vs. DFJSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FJPCX Fidelity Advisor Japan Fund Class C | 5.92% | 30.33% | 6.28% | 14.73% | -23.02% | 2.12% | 24.21% | 24.42% | -15.61% | 28.87% |
DFJSX DFA Japanese Small Company Portfolio | 6.46% | 31.65% | 4.35% | 17.08% | -11.36% | -0.39% | 3.78% | 18.23% | -19.56% | 35.69% |
Returns By Period
In the year-to-date period, FJPCX achieves a 5.92% return, which is significantly lower than DFJSX's 6.46% return. Both investments have delivered pretty close results over the past 10 years, with FJPCX having a 9.23% annualized return and DFJSX not far behind at 8.78%.
FJPCX
- 1D
- 3.53%
- 1M
- -8.63%
- YTD
- 5.92%
- 6M
- 10.17%
- 1Y
- 36.67%
- 3Y*
- 16.25%
- 5Y*
- 5.46%
- 10Y*
- 9.23%
DFJSX
- 1D
- 2.94%
- 1M
- -7.97%
- YTD
- 6.46%
- 6M
- 9.98%
- 1Y
- 33.62%
- 3Y*
- 17.25%
- 5Y*
- 7.97%
- 10Y*
- 8.78%
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FJPCX vs. DFJSX - Expense Ratio Comparison
FJPCX has a 2.09% expense ratio, which is higher than DFJSX's 0.42% expense ratio.
Return for Risk
FJPCX vs. DFJSX — Risk / Return Rank
FJPCX
DFJSX
FJPCX vs. DFJSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Japan Fund Class C (FJPCX) and DFA Japanese Small Company Portfolio (DFJSX). 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.
| FJPCX | DFJSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.57 | 1.89 | -0.32 |
Sortino ratioReturn per unit of downside risk | 2.12 | 2.51 | -0.40 |
Omega ratioGain probability vs. loss probability | 1.29 | 1.35 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 2.67 | 2.46 | +0.21 |
Martin ratioReturn relative to average drawdown | 9.85 | 8.90 | +0.95 |
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
| FJPCX | DFJSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.57 | 1.89 | -0.32 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.28 | 0.50 | -0.22 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.51 | 0.53 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.35 | 0.29 | +0.05 |
Correlation
The correlation between FJPCX and DFJSX is 0.83, 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.
Dividends
FJPCX vs. DFJSX - Dividend Comparison
FJPCX's dividend yield for the trailing twelve months is around 8.65%, more than DFJSX's 3.28% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FJPCX Fidelity Advisor Japan Fund Class C | 8.65% | 9.16% | 3.93% | 2.96% | 0.00% | 10.33% | 1.25% | 0.22% | 0.00% | 0.25% | 0.00% | 0.00% |
DFJSX DFA Japanese Small Company Portfolio | 3.28% | 3.49% | 3.16% | 6.45% | 5.44% | 5.26% | 2.14% | 3.98% | 7.50% | 2.41% | 1.97% | 1.38% |
Drawdowns
FJPCX vs. DFJSX - Drawdown Comparison
The maximum FJPCX drawdown since its inception was -36.91%, smaller than the maximum DFJSX drawdown of -76.17%. Use the drawdown chart below to compare losses from any high point for FJPCX and DFJSX.
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Drawdown Indicators
| FJPCX | DFJSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.91% | -76.17% | +39.26% |
Max Drawdown (1Y)Largest decline over 1 year | -12.81% | -12.53% | -0.28% |
Max Drawdown (5Y)Largest decline over 5 years | -36.91% | -31.39% | -5.52% |
Max Drawdown (10Y)Largest decline over 10 years | -36.91% | -40.32% | +3.41% |
Current DrawdownCurrent decline from peak | -9.73% | -9.44% | -0.29% |
Average DrawdownAverage peak-to-trough decline | -10.61% | -30.20% | +19.59% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.49% | 3.49% | 0.00% |
Volatility
FJPCX vs. DFJSX - Volatility Comparison
Fidelity Advisor Japan Fund Class C (FJPCX) has a higher volatility of 10.57% compared to DFA Japanese Small Company Portfolio (DFJSX) at 7.68%. This indicates that FJPCX's price experiences larger fluctuations and is considered to be riskier than DFJSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FJPCX | DFJSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.57% | 7.68% | +2.89% |
Volatility (6M)Calculated over the trailing 6-month period | 16.49% | 12.59% | +3.90% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.00% | 17.66% | +5.34% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.71% | 16.11% | +3.60% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.19% | 16.54% | +1.65% |