FJPNX vs. JPXN
Compare and contrast key facts about Fidelity Japan Fund (FJPNX) and iShares JPX-Nikkei 400 ETF (JPXN).
FJPNX is managed by Fidelity. It was launched on Sep 15, 1992. JPXN is a passively managed fund by iShares that tracks the performance of the JPX-Nikkei Index 400. It was launched on Oct 26, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FJPNX or JPXN.
Correlation
The correlation between FJPNX and JPXN is 0.86, 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
FJPNX vs. JPXN - Performance Comparison
Key characteristics
FJPNX:
-0.11
JPXN:
-0.15
FJPNX:
-0.01
JPXN:
-0.08
FJPNX:
1.00
JPXN:
0.99
FJPNX:
-0.08
JPXN:
-0.23
FJPNX:
-0.35
JPXN:
-0.55
FJPNX:
6.29%
JPXN:
4.88%
FJPNX:
20.64%
JPXN:
18.00%
FJPNX:
-61.98%
JPXN:
-54.98%
FJPNX:
-24.22%
JPXN:
-8.80%
Returns By Period
In the year-to-date period, FJPNX achieves a -3.03% return, which is significantly lower than JPXN's -1.14% return. Over the past 10 years, FJPNX has underperformed JPXN with an annualized return of 3.76%, while JPXN has yielded a comparatively higher 4.42% annualized return.
FJPNX
-3.03%
-4.99%
-10.72%
-2.83%
6.48%
3.76%
JPXN
-1.14%
-3.94%
-6.49%
-3.42%
9.16%
4.42%
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FJPNX vs. JPXN - Expense Ratio Comparison
FJPNX has a 1.09% expense ratio, which is higher than JPXN's 0.48% expense ratio.
Risk-Adjusted Performance
FJPNX vs. JPXN — Risk-Adjusted Performance Rank
FJPNX
JPXN
FJPNX vs. JPXN - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Japan Fund (FJPNX) and iShares JPX-Nikkei 400 ETF (JPXN). 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
FJPNX vs. JPXN - Dividend Comparison
FJPNX's dividend yield for the trailing twelve months is around 2.71%, more than JPXN's 2.32% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FJPNX Fidelity Japan Fund | 2.71% | 2.63% | 0.84% | 0.00% | 3.23% | 0.53% | 0.64% | 0.38% | 0.69% | 0.93% | 1.22% | 0.80% |
JPXN iShares JPX-Nikkei 400 ETF | 2.32% | 2.29% | 2.58% | 1.47% | 2.63% | 1.27% | 1.92% | 1.60% | 1.50% | 2.07% | 1.32% | 1.42% |
Drawdowns
FJPNX vs. JPXN - Drawdown Comparison
The maximum FJPNX drawdown since its inception was -61.98%, which is greater than JPXN's maximum drawdown of -54.98%. Use the drawdown chart below to compare losses from any high point for FJPNX and JPXN. For additional features, visit the drawdowns tool.
Volatility
FJPNX vs. JPXN - Volatility Comparison
Fidelity Japan Fund (FJPNX) has a higher volatility of 6.71% compared to iShares JPX-Nikkei 400 ETF (JPXN) at 5.76%. This indicates that FJPNX's price experiences larger fluctuations and is considered to be riskier than JPXN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.