FJSCX vs. SPY
Compare and contrast key facts about Fidelity Japan Smaller Companies Fund (FJSCX) and SPDR S&P 500 ETF (SPY).
FJSCX is managed by Fidelity. It was launched on Nov 1, 1995. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FJSCX or SPY.
Correlation
The correlation between FJSCX and SPY is 0.38, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
FJSCX vs. SPY - Performance Comparison
Key characteristics
FJSCX:
0.35
SPY:
1.97
FJSCX:
0.59
SPY:
2.64
FJSCX:
1.08
SPY:
1.36
FJSCX:
0.31
SPY:
2.97
FJSCX:
1.12
SPY:
12.34
FJSCX:
5.69%
SPY:
2.03%
FJSCX:
18.50%
SPY:
12.68%
FJSCX:
-66.21%
SPY:
-55.19%
FJSCX:
-12.66%
SPY:
-0.01%
Returns By Period
In the year-to-date period, FJSCX achieves a 1.15% return, which is significantly lower than SPY's 4.03% return. Over the past 10 years, FJSCX has underperformed SPY with an annualized return of 3.36%, while SPY has yielded a comparatively higher 13.18% annualized return.
FJSCX
1.15%
4.09%
-2.09%
5.82%
1.45%
3.36%
SPY
4.03%
2.03%
9.65%
23.63%
14.28%
13.18%
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FJSCX vs. SPY - Expense Ratio Comparison
FJSCX has a 0.91% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
FJSCX vs. SPY — Risk-Adjusted Performance Rank
FJSCX
SPY
FJSCX vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Japan Smaller Companies Fund (FJSCX) and SPDR S&P 500 ETF (SPY). 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. SPY - Dividend Comparison
FJSCX's dividend yield for the trailing twelve months is around 2.31%, more than SPY's 1.16% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FJSCX Fidelity Japan Smaller Companies Fund | 2.31% | 2.33% | 2.16% | 0.05% | 3.26% | 1.05% | 1.31% | 0.74% | 0.85% | 1.15% | 2.09% | 2.06% |
SPY SPDR S&P 500 ETF | 1.16% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
FJSCX vs. SPY - Drawdown Comparison
The maximum FJSCX drawdown since its inception was -66.21%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for FJSCX and SPY. For additional features, visit the drawdowns tool.
Volatility
FJSCX vs. SPY - Volatility Comparison
Fidelity Japan Smaller Companies Fund (FJSCX) has a higher volatility of 4.10% compared to SPDR S&P 500 ETF (SPY) at 3.15%. This indicates that FJSCX's price experiences larger fluctuations and is considered to be riskier than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.