FMIJX vs. FIVLX

In the year-to-date period, FMIJX achieves a -2.78% return, which is significantly lower than FIVLX's 16.20% return. Over the past 10 years, FMIJX has underperformed FIVLX with an annualized return of 3.94%, while FIVLX has yielded a comparatively higher 5.35% annualized return.

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FMIJX has a 0.94% expense ratio, which is lower than FIVLX's 1.01% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for FMI International Fund (FMIJX) and Fidelity International Value Fund (FIVLX). 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.

The current FMIJX Sharpe Ratio is 0.03, which is lower than the FIVLX Sharpe Ratio of 0.95. The chart below compares the historical Sharpe Ratios of FMIJX and FIVLX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FMIJX has not paid dividends to shareholders, while FIVLX's dividend yield for the trailing twelve months is around 2.50%.

The maximum FMIJX drawdown since its inception was -37.45%, smaller than the maximum FIVLX drawdown of -64.54%. Use the drawdown chart below to compare losses from any high point for FMIJX and FIVLX. For additional features, visit the drawdowns tool.

FMI International Fund (FMIJX) and Fidelity International Value Fund (FIVLX) have volatilities of 11.56% and 11.73%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.