Correlation
The correlation between FJSCX and DFJ is 0.52, 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.
FJSCX vs. DFJ
Compare and contrast key facts about Fidelity Japan Smaller Companies Fund (FJSCX) and WisdomTree Japan SmallCap Dividend Fund (DFJ).
FJSCX is managed by Fidelity. It was launched on Nov 1, 1995. DFJ is a passively managed fund by WisdomTree that tracks the performance of the WisdomTree Japan SmallCap Dividend Index. It was launched on Jun 16, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FJSCX or DFJ.
Performance
FJSCX vs. DFJ - Performance Comparison
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Key characteristics
FJSCX:
1.01
DFJ:
0.88
FJSCX:
1.44
DFJ:
1.29
FJSCX:
1.20
DFJ:
1.17
FJSCX:
1.34
DFJ:
1.25
FJSCX:
3.65
DFJ:
3.40
FJSCX:
5.53%
DFJ:
4.63%
FJSCX:
20.12%
DFJ:
17.73%
FJSCX:
-66.21%
DFJ:
-46.00%
FJSCX:
0.00%
DFJ:
0.00%
Returns By Period
The year-to-date returns for both stocks are quite close, with FJSCX having a 13.01% return and DFJ slightly lower at 12.84%. Both investments have delivered pretty close results over the past 10 years, with FJSCX having a 6.83% annualized return and DFJ not far behind at 6.51%.
FJSCX
13.01%
7.04%
13.01%
20.17%
11.28%
6.59%
6.83%
DFJ
12.84%
3.84%
12.80%
15.38%
13.09%
7.65%
6.51%
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FJSCX vs. DFJ - Expense Ratio Comparison
FJSCX has a 0.91% expense ratio, which is higher than DFJ's 0.58% expense ratio.
Risk-Adjusted Performance
FJSCX vs. DFJ — Risk-Adjusted Performance Rank
FJSCX
DFJ
FJSCX vs. DFJ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Japan Smaller Companies Fund (FJSCX) and WisdomTree Japan SmallCap Dividend Fund (DFJ). 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.
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Dividends
FJSCX vs. DFJ - Dividend Comparison
FJSCX's dividend yield for the trailing twelve months is around 4.02%, more than DFJ's 1.48% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FJSCX Fidelity Japan Smaller Companies Fund | 4.02% | 4.54% | 2.82% | 0.05% | 12.01% | 1.59% | 7.13% | 5.55% | 4.77% | 2.83% | 1.43% | 1.80% |
DFJ WisdomTree Japan SmallCap Dividend Fund | 1.48% | 2.46% | 2.43% | 2.62% | 2.07% | 2.59% | 2.24% | 1.89% | 1.60% | 1.76% | 1.23% | 1.63% |
Drawdowns
FJSCX vs. DFJ - Drawdown Comparison
The maximum FJSCX drawdown since its inception was -66.21%, which is greater than DFJ's maximum drawdown of -46.00%. Use the drawdown chart below to compare losses from any high point for FJSCX and DFJ.
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Volatility
FJSCX vs. DFJ - Volatility Comparison
The current volatility for Fidelity Japan Smaller Companies Fund (FJSCX) is 3.62%, while WisdomTree Japan SmallCap Dividend Fund (DFJ) has a volatility of 4.08%. This indicates that FJSCX experiences smaller price fluctuations and is considered to be less risky than DFJ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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