Correlation
The correlation between FJSCX and DXJS is 0.51, 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. DXJS
Compare and contrast key facts about Fidelity Japan Smaller Companies Fund (FJSCX) and WisdomTree Japan Hedged SmallCap Equity Fund (DXJS).
FJSCX is managed by Fidelity. It was launched on Nov 1, 1995. DXJS is a passively managed fund by WisdomTree that tracks the performance of the WisdomTree Japan Hedged SmallCap Equity Index. It was launched on Jun 28, 2013.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FJSCX or DXJS.
Performance
FJSCX vs. DXJS - Performance Comparison
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Key characteristics
FJSCX:
0.96
DXJS:
0.45
FJSCX:
1.25
DXJS:
0.60
FJSCX:
1.17
DXJS:
1.08
FJSCX:
1.13
DXJS:
0.46
FJSCX:
3.09
DXJS:
1.64
FJSCX:
5.53%
DXJS:
4.59%
FJSCX:
20.05%
DXJS:
20.62%
FJSCX:
-66.21%
DXJS:
-39.29%
FJSCX:
0.00%
DXJS:
-1.86%
Returns By Period
In the year-to-date period, FJSCX achieves a 11.41% return, which is significantly higher than DXJS's 2.28% return. Over the past 10 years, FJSCX has underperformed DXJS with an annualized return of 6.63%, while DXJS has yielded a comparatively higher 9.98% annualized return.
FJSCX
11.41%
5.53%
11.07%
18.47%
11.29%
7.39%
6.63%
DXJS
2.28%
2.11%
5.82%
8.21%
23.07%
18.02%
9.98%
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FJSCX vs. DXJS - Expense Ratio Comparison
FJSCX has a 0.91% expense ratio, which is higher than DXJS's 0.58% expense ratio.
Risk-Adjusted Performance
FJSCX vs. DXJS — Risk-Adjusted Performance Rank
FJSCX
DXJS
FJSCX vs. DXJS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Japan Smaller Companies Fund (FJSCX) and WisdomTree Japan Hedged SmallCap Equity Fund (DXJS). 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. DXJS - Dividend Comparison
FJSCX's dividend yield for the trailing twelve months is around 4.07%, more than DXJS's 3.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FJSCX Fidelity Japan Smaller Companies Fund | 4.07% | 4.54% | 2.82% | 0.05% | 12.01% | 1.59% | 7.13% | 5.55% | 4.77% | 2.83% | 1.43% | 1.80% |
DXJS WisdomTree Japan Hedged SmallCap Equity Fund | 3.22% | 4.02% | 2.71% | 2.63% | 2.96% | 3.04% | 2.16% | 2.06% | 1.53% | 1.66% | 3.99% | 8.65% |
Drawdowns
FJSCX vs. DXJS - Drawdown Comparison
The maximum FJSCX drawdown since its inception was -66.21%, which is greater than DXJS's maximum drawdown of -39.29%. Use the drawdown chart below to compare losses from any high point for FJSCX and DXJS.
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Volatility
FJSCX vs. DXJS - Volatility Comparison
Fidelity Japan Smaller Companies Fund (FJSCX) and WisdomTree Japan Hedged SmallCap Equity Fund (DXJS) have volatilities of 3.57% and 3.62%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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