FJSCX vs. SCJ
Compare and contrast key facts about Fidelity Japan Smaller Companies Fund (FJSCX) and iShares MSCI Japan Small Cap ETF (SCJ).
FJSCX is managed by Fidelity. It was launched on Nov 1, 1995. SCJ is a passively managed fund by iShares that tracks the performance of the MSCI Japan Small Cap Index. It was launched on Dec 20, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FJSCX or SCJ.
Correlation
The correlation between FJSCX and SCJ 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.
Performance
FJSCX vs. SCJ - Performance Comparison
Key characteristics
FJSCX:
0.67
SCJ:
0.81
FJSCX:
1.02
SCJ:
1.25
FJSCX:
1.14
SCJ:
1.16
FJSCX:
0.65
SCJ:
0.85
FJSCX:
2.11
SCJ:
2.96
FJSCX:
6.44%
SCJ:
4.90%
FJSCX:
20.29%
SCJ:
17.85%
FJSCX:
-66.21%
SCJ:
-43.52%
FJSCX:
-7.46%
SCJ:
-2.02%
Returns By Period
In the year-to-date period, FJSCX achieves a 7.18% return, which is significantly lower than SCJ's 9.83% return. Over the past 10 years, FJSCX has underperformed SCJ with an annualized return of 3.39%, while SCJ has yielded a comparatively higher 5.20% annualized return.
FJSCX
7.18%
13.05%
6.06%
10.31%
4.72%
3.39%
SCJ
9.83%
13.81%
9.87%
10.90%
7.06%
5.20%
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FJSCX vs. SCJ - Expense Ratio Comparison
FJSCX has a 0.91% expense ratio, which is higher than SCJ's 0.49% expense ratio.
Risk-Adjusted Performance
FJSCX vs. SCJ — Risk-Adjusted Performance Rank
FJSCX
SCJ
FJSCX vs. SCJ - 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 Small Cap ETF (SCJ). 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. SCJ - Dividend Comparison
FJSCX's dividend yield for the trailing twelve months is around 2.18%, more than SCJ's 1.63% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FJSCX Fidelity Japan Smaller Companies Fund | 2.18% | 2.33% | 2.16% | 0.05% | 3.26% | 1.05% | 1.31% | 0.74% | 0.85% | 1.15% | 2.09% | 2.06% |
SCJ iShares MSCI Japan Small Cap ETF | 1.63% | 1.79% | 1.99% | 1.18% | 1.87% | 0.89% | 4.46% | 1.44% | 1.45% | 2.73% | 1.53% | 2.31% |
Drawdowns
FJSCX vs. SCJ - Drawdown Comparison
The maximum FJSCX drawdown since its inception was -66.21%, which is greater than SCJ's maximum drawdown of -43.52%. Use the drawdown chart below to compare losses from any high point for FJSCX and SCJ. For additional features, visit the drawdowns tool.
Volatility
FJSCX vs. SCJ - Volatility Comparison
The current volatility for Fidelity Japan Smaller Companies Fund (FJSCX) is 8.92%, while iShares MSCI Japan Small Cap ETF (SCJ) has a volatility of 9.69%. This indicates that FJSCX experiences smaller price fluctuations and is considered to be less risky than SCJ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.