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.
Performance
FJSCX vs. SCJ - Performance Comparison
Loading graphics...
FJSCX vs. SCJ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FJSCX Fidelity Japan Smaller Companies Fund | 2.44% | 26.43% | 8.03% | 15.15% | -14.49% | -0.36% | 4.80% | 22.00% | -15.98% | 34.56% |
SCJ iShares MSCI Japan Small Cap ETF | 5.74% | 29.58% | 3.41% | 13.22% | -12.75% | -2.95% | 7.46% | 16.16% | -17.17% | 31.61% |
Returns By Period
In the year-to-date period, FJSCX achieves a 2.44% return, which is significantly lower than SCJ's 5.74% return. Over the past 10 years, FJSCX has outperformed SCJ with an annualized return of 7.96%, while SCJ has yielded a comparatively lower 7.50% annualized return.
FJSCX
- 1D
- -0.75%
- 1M
- -12.79%
- YTD
- 2.44%
- 6M
- 3.83%
- 1Y
- 25.97%
- 3Y*
- 15.13%
- 5Y*
- 6.63%
- 10Y*
- 7.96%
SCJ
- 1D
- 2.63%
- 1M
- -9.21%
- YTD
- 5.74%
- 6M
- 7.75%
- 1Y
- 30.63%
- 3Y*
- 15.14%
- 5Y*
- 5.57%
- 10Y*
- 7.50%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FJSCX vs. SCJ - Expense Ratio Comparison
FJSCX has a 0.91% expense ratio, which is higher than SCJ's 0.49% expense ratio.
Return for Risk
FJSCX vs. SCJ — Risk / Return Rank
FJSCX
SCJ
FJSCX vs. SCJ - Risk-Adjusted Trends 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.
| FJSCX | SCJ | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.32 | 1.77 | -0.45 |
Sortino ratioReturn per unit of downside risk | 1.81 | 2.48 | -0.67 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.33 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 1.80 | 2.41 | -0.60 |
Martin ratioReturn relative to average drawdown | 6.91 | 9.17 | -2.26 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| FJSCX | SCJ | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.32 | 1.77 | -0.45 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.39 | 0.36 | +0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.51 | 0.46 | +0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.29 | 0.28 | +0.01 |
Correlation
The correlation between FJSCX and SCJ is 0.81, 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.
Dividends
FJSCX vs. SCJ - Dividend Comparison
FJSCX's dividend yield for the trailing twelve months is around 17.20%, more than SCJ's 2.97% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FJSCX Fidelity Japan Smaller Companies Fund | 17.20% | 17.62% | 4.54% | 2.82% | 0.05% | 12.01% | 1.59% | 7.13% | 5.55% | 3.91% | 2.83% | 1.43% |
SCJ iShares MSCI Japan Small Cap ETF | 2.97% | 3.14% | 1.79% | 1.99% | 1.18% | 1.87% | 0.89% | 1.85% | 1.44% | 1.45% | 2.73% | 1.53% |
Drawdowns
FJSCX vs. SCJ - Drawdown Comparison
The maximum FJSCX drawdown since its inception was -71.42%, 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.
Loading graphics...
Drawdown Indicators
| FJSCX | SCJ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -71.42% | -43.52% | -27.90% |
Max Drawdown (1Y)Largest decline over 1 year | -12.79% | -12.17% | -0.62% |
Max Drawdown (5Y)Largest decline over 5 years | -29.74% | -33.25% | +3.51% |
Max Drawdown (10Y)Largest decline over 10 years | -32.10% | -38.87% | +6.77% |
Current DrawdownCurrent decline from peak | -12.79% | -9.21% | -3.58% |
Average DrawdownAverage peak-to-trough decline | -26.78% | -10.44% | -16.34% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.34% | 3.19% | +0.15% |
Volatility
FJSCX vs. SCJ - Volatility Comparison
Fidelity Japan Smaller Companies Fund (FJSCX) has a higher volatility of 8.06% compared to iShares MSCI Japan Small Cap ETF (SCJ) at 7.26%. This indicates that FJSCX's price experiences larger fluctuations and is considered to be riskier than SCJ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| FJSCX | SCJ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.06% | 7.26% | +0.80% |
Volatility (6M)Calculated over the trailing 6-month period | 13.93% | 12.11% | +1.82% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.78% | 17.40% | +1.38% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.97% | 15.64% | +1.33% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.81% | 16.23% | -0.42% |