FMIJX vs. FIENX
Compare and contrast key facts about FMI International Fund (FMIJX) and Fidelity International Enhanced Index Fund (FIENX).
FMIJX is managed by FMI Funds. It was launched on Dec 31, 2010. FIENX is managed by Fidelity. 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: FMIJX or FIENX.
Performance
FMIJX vs. FIENX - Performance Comparison
Returns By Period
FMIJX
8.08%
-1.40%
-0.79%
14.25%
4.55%
5.49%
FIENX
N/A
N/A
N/A
N/A
N/A
N/A
Key characteristics
| FMIJX | FIENX |
|---|
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FMIJX vs. FIENX - Expense Ratio Comparison
FMIJX has a 0.94% expense ratio, which is higher than FIENX's 0.55% expense ratio.
Correlation
The correlation between FMIJX and FIENX is 0.80, 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.
Risk-Adjusted Performance
FMIJX vs. FIENX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for FMI International Fund (FMIJX) and Fidelity International Enhanced Index Fund (FIENX). 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
FMIJX vs. FIENX - Dividend Comparison
Neither FMIJX nor FIENX has paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FMIJX FMI International Fund | 0.00% | 0.00% | 15.23% | 3.46% | 0.00% | 3.55% | 4.60% | 0.28% | 3.05% | 1.82% | 2.10% | 0.71% |
FIENX Fidelity International Enhanced Index Fund | 0.00% | 7.66% | 2.41% | 2.72% | 1.64% | 3.00% | 2.37% | 1.64% | 2.44% | 1.03% | 3.00% | 2.63% |
Drawdowns
FMIJX vs. FIENX - Drawdown Comparison
Volatility
FMIJX vs. FIENX - Volatility Comparison
FMI International Fund (FMIJX) has a higher volatility of 3.19% compared to Fidelity International Enhanced Index Fund (FIENX) at 0.00%. This indicates that FMIJX's price experiences larger fluctuations and is considered to be riskier than FIENX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.