FJSCX vs. EWJ
Compare and contrast key facts about Fidelity Japan Smaller Companies Fund (FJSCX) and iShares MSCI Japan ETF (EWJ).
FJSCX is managed by Fidelity. It was launched on Nov 1, 1995. 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: FJSCX or EWJ.
Correlation
The correlation between FJSCX and EWJ is 0.71, 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
FJSCX vs. EWJ - Performance Comparison
Key characteristics
FJSCX:
0.32
EWJ:
0.51
FJSCX:
0.55
EWJ:
0.80
FJSCX:
1.08
EWJ:
1.10
FJSCX:
0.44
EWJ:
0.72
FJSCX:
1.44
EWJ:
2.09
FJSCX:
4.21%
EWJ:
4.26%
FJSCX:
18.87%
EWJ:
17.63%
FJSCX:
-66.21%
EWJ:
-58.89%
FJSCX:
-12.44%
EWJ:
-7.62%
Returns By Period
In the year-to-date period, FJSCX achieves a 2.32% return, which is significantly lower than EWJ's 5.90% return. Over the past 10 years, FJSCX has outperformed EWJ with an annualized return of 6.19%, while EWJ has yielded a comparatively lower 5.53% annualized return.
FJSCX
2.32%
-4.93%
-0.90%
6.93%
1.05%
6.19%
EWJ
5.90%
-0.52%
1.43%
9.47%
3.92%
5.53%
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FJSCX vs. EWJ - Expense Ratio Comparison
FJSCX has a 0.91% expense ratio, which is higher than EWJ's 0.49% expense ratio.
Risk-Adjusted Performance
FJSCX vs. EWJ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Japan Smaller Companies Fund (FJSCX) 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
FJSCX vs. EWJ - Dividend Comparison
FJSCX has not paid dividends to shareholders, while EWJ's dividend yield for the trailing twelve months is around 2.37%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FJSCX Fidelity Japan Smaller Companies Fund | 0.00% | 2.16% | 0.05% | 3.26% | 1.05% | 1.31% | 0.74% | 0.85% | 1.15% | 2.09% | 2.06% | 2.57% |
EWJ iShares MSCI Japan ETF | 2.37% | 2.03% | 1.23% | 2.08% | 1.04% | 2.03% | 1.71% | 1.25% | 1.95% | 1.27% | 1.32% | 1.11% |
Drawdowns
FJSCX vs. EWJ - Drawdown Comparison
The maximum FJSCX drawdown since its inception was -66.21%, which is greater than EWJ's maximum drawdown of -58.89%. Use the drawdown chart below to compare losses from any high point for FJSCX and EWJ. For additional features, visit the drawdowns tool.
Volatility
FJSCX vs. EWJ - Volatility Comparison
Fidelity Japan Smaller Companies Fund (FJSCX) has a higher volatility of 7.61% compared to iShares MSCI Japan ETF (EWJ) at 5.13%. This indicates that FJSCX's price experiences larger fluctuations and is considered to be riskier than EWJ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.