FKEMX vs. GICIX
Compare and contrast key facts about Fidelity Emerging Markets K (FKEMX) and Goldman Sachs International Small Cap Insights Fund (GICIX).
FKEMX is managed by Fidelity. It was launched on May 9, 2008. GICIX is managed by Goldman Sachs. It was launched on Sep 27, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FKEMX or GICIX.
Key characteristics
| FKEMX | GICIX | |
|---|---|---|
| YTD Return | 11.41% | 8.46% |
| 1Y Return | 19.25% | 20.53% |
| 3Y Return (Ann) | -4.12% | 0.05% |
| 5Y Return (Ann) | 6.17% | 5.40% |
| 10Y Return (Ann) | 6.42% | 5.51% |
| Sharpe Ratio | 1.23 | 1.49 |
| Sortino Ratio | 1.83 | 2.10 |
| Omega Ratio | 1.22 | 1.26 |
| Calmar Ratio | 0.65 | 1.02 |
| Martin Ratio | 6.14 | 8.01 |
| Ulcer Index | 3.12% | 2.62% |
| Daily Std Dev | 15.54% | 14.06% |
| Max Drawdown | -69.07% | -61.70% |
| Current Drawdown | -15.99% | -6.52% |
Correlation
The correlation between FKEMX and GICIX is 0.76, 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
FKEMX vs. GICIX - Performance Comparison
In the year-to-date period, FKEMX achieves a 11.41% return, which is significantly higher than GICIX's 8.46% return. Over the past 10 years, FKEMX has outperformed GICIX with an annualized return of 6.42%, while GICIX has yielded a comparatively lower 5.51% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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FKEMX vs. GICIX - Expense Ratio Comparison
FKEMX has a 0.77% expense ratio, which is lower than GICIX's 0.87% expense ratio.
Risk-Adjusted Performance
FKEMX vs. GICIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Emerging Markets K (FKEMX) and Goldman Sachs International Small Cap Insights Fund (GICIX). 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
FKEMX vs. GICIX - Dividend Comparison
FKEMX's dividend yield for the trailing twelve months is around 1.11%, less than GICIX's 2.80% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FKEMX Fidelity Emerging Markets K | 1.11% | 1.24% | 0.89% | 1.23% | 0.27% | 1.85% | 0.99% | 0.61% | 0.84% | 0.70% | 1.67% | 0.16% |
GICIX Goldman Sachs International Small Cap Insights Fund | 2.80% | 3.04% | 3.10% | 3.39% | 1.87% | 3.47% | 1.69% | 1.77% | 2.79% | 1.68% | 2.10% | 3.25% |
Drawdowns
FKEMX vs. GICIX - Drawdown Comparison
The maximum FKEMX drawdown since its inception was -69.07%, which is greater than GICIX's maximum drawdown of -61.70%. Use the drawdown chart below to compare losses from any high point for FKEMX and GICIX. For additional features, visit the drawdowns tool.
Volatility
FKEMX vs. GICIX - Volatility Comparison
Fidelity Emerging Markets K (FKEMX) has a higher volatility of 4.98% compared to Goldman Sachs International Small Cap Insights Fund (GICIX) at 3.57%. This indicates that FKEMX's price experiences larger fluctuations and is considered to be riskier than GICIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.