FJPCX vs. EWJ
Compare and contrast key facts about Fidelity Advisor Japan Fund Class C (FJPCX) and iShares MSCI Japan ETF (EWJ).
FJPCX is managed by Fidelity. It was launched on Dec 14, 2010. EWJ is a passively managed fund by iShares that tracks the performance of the MSCI Japan Index. It was launched on Mar 12, 1996.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FJPCX or EWJ.
Correlation
The correlation between FJPCX and EWJ is 0.91, 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.
Performance
FJPCX vs. EWJ - Performance Comparison
Key characteristics
FJPCX:
0.38
EWJ:
0.30
FJPCX:
0.64
EWJ:
0.53
FJPCX:
1.08
EWJ:
1.07
FJPCX:
0.26
EWJ:
0.45
FJPCX:
1.24
EWJ:
1.12
FJPCX:
6.01%
EWJ:
4.88%
FJPCX:
19.86%
EWJ:
17.97%
FJPCX:
-41.87%
EWJ:
-58.89%
FJPCX:
-21.58%
EWJ:
-3.00%
Returns By Period
The year-to-date returns for both stocks are quite close, with FJPCX having a 4.01% return and EWJ slightly lower at 3.89%. Over the past 10 years, FJPCX has underperformed EWJ with an annualized return of 3.89%, while EWJ has yielded a comparatively higher 5.36% annualized return.
FJPCX
4.01%
3.94%
-2.63%
7.34%
2.35%
3.89%
EWJ
3.89%
3.53%
0.70%
5.21%
6.11%
5.36%
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FJPCX vs. EWJ - Expense Ratio Comparison
FJPCX has a 2.09% expense ratio, which is higher than EWJ's 0.49% expense ratio.
Risk-Adjusted Performance
FJPCX vs. EWJ — Risk-Adjusted Performance Rank
FJPCX
EWJ
FJPCX vs. EWJ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Japan Fund Class C (FJPCX) and iShares MSCI Japan ETF (EWJ). 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
FJPCX vs. EWJ - Dividend Comparison
FJPCX's dividend yield for the trailing twelve months is around 1.57%, less than EWJ's 2.26% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FJPCX Fidelity Advisor Japan Fund Class C | 1.57% | 1.63% | 0.00% | 0.00% | 1.82% | 0.00% | 0.00% | 0.00% | 0.02% | 0.00% | 0.00% | 0.00% |
EWJ iShares MSCI Japan ETF | 2.26% | 2.34% | 2.03% | 1.23% | 2.08% | 1.04% | 2.03% | 1.71% | 1.25% | 1.95% | 1.27% | 1.32% |
Drawdowns
FJPCX vs. EWJ - Drawdown Comparison
The maximum FJPCX drawdown since its inception was -41.87%, smaller than the maximum EWJ drawdown of -58.89%. Use the drawdown chart below to compare losses from any high point for FJPCX and EWJ. For additional features, visit the drawdowns tool.
Volatility
FJPCX vs. EWJ - Volatility Comparison
The current volatility for Fidelity Advisor Japan Fund Class C (FJPCX) is 4.03%, while iShares MSCI Japan ETF (EWJ) has a volatility of 4.35%. This indicates that FJPCX experiences smaller price fluctuations and is considered to be less risky than EWJ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.