Correlation
The correlation between FJSCX and EWJV 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. EWJV
Compare and contrast key facts about Fidelity Japan Smaller Companies Fund (FJSCX) and iShares MSCI Japan Value ETF (EWJV).
FJSCX is managed by Fidelity. It was launched on Nov 1, 1995. EWJV is a passively managed fund by iShares that tracks the performance of the MSCI Japan Value Index. It was launched on Mar 5, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FJSCX or EWJV.
Performance
FJSCX vs. EWJV - Performance Comparison
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Key characteristics
FJSCX:
0.96
EWJV:
0.68
FJSCX:
1.25
EWJV:
0.92
FJSCX:
1.17
EWJV:
1.12
FJSCX:
1.13
EWJV:
0.83
FJSCX:
3.09
EWJV:
2.85
FJSCX:
5.53%
EWJV:
4.27%
FJSCX:
20.05%
EWJV:
21.25%
FJSCX:
-66.21%
EWJV:
-30.05%
FJSCX:
0.00%
EWJV:
0.00%
Returns By Period
The year-to-date returns for both investments are quite close, with FJSCX having a 11.41% return and EWJV slightly higher at 11.76%.
FJSCX
11.41%
5.53%
11.07%
18.47%
11.29%
7.39%
6.63%
EWJV
11.76%
3.31%
12.40%
13.09%
14.57%
13.40%
N/A
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FJSCX vs. EWJV - Expense Ratio Comparison
FJSCX has a 0.91% expense ratio, which is higher than EWJV's 0.15% expense ratio.
Risk-Adjusted Performance
FJSCX vs. EWJV — Risk-Adjusted Performance Rank
FJSCX
EWJV
FJSCX vs. EWJV - 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 Value ETF (EWJV). 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. EWJV - Dividend Comparison
FJSCX's dividend yield for the trailing twelve months is around 4.07%, more than EWJV's 3.67% 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% |
EWJV iShares MSCI Japan Value ETF | 3.67% | 4.10% | 3.32% | 2.71% | 2.47% | 1.97% | 4.29% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FJSCX vs. EWJV - Drawdown Comparison
The maximum FJSCX drawdown since its inception was -66.21%, which is greater than EWJV's maximum drawdown of -30.05%. Use the drawdown chart below to compare losses from any high point for FJSCX and EWJV.
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Volatility
FJSCX vs. EWJV - Volatility Comparison
The current volatility for Fidelity Japan Smaller Companies Fund (FJSCX) is 3.57%, while iShares MSCI Japan Value ETF (EWJV) has a volatility of 3.91%. This indicates that FJSCX experiences smaller price fluctuations and is considered to be less risky than EWJV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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