FMIJX vs. FOSFX
Compare and contrast key facts about FMI International Fund (FMIJX) and Fidelity Overseas Fund (FOSFX).
FMIJX is managed by FMI Funds. It was launched on Dec 31, 2010. FOSFX is managed by Fidelity. It was launched on Dec 4, 1984.
Performance
FMIJX vs. FOSFX - Performance Comparison
Loading graphics...
FMIJX vs. FOSFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FMIJX FMI International Fund | -5.74% | 8.57% | 6.99% | 21.81% | -18.67% | 13.82% | 0.06% | 17.11% | -9.54% | 13.90% |
FOSFX Fidelity Overseas Fund | -5.84% | 20.81% | 5.20% | 20.56% | -24.79% | 19.32% | 15.42% | 28.43% | -14.73% | 28.31% |
Returns By Period
The year-to-date returns for both stocks are quite close, with FMIJX having a -5.74% return and FOSFX slightly lower at -5.84%. Over the past 10 years, FMIJX has underperformed FOSFX with an annualized return of 4.96%, while FOSFX has yielded a comparatively higher 7.89% annualized return.
FMIJX
- 1D
- 0.46%
- 1M
- -11.22%
- YTD
- -5.74%
- 6M
- -4.29%
- 1Y
- 3.53%
- 3Y*
- 6.54%
- 5Y*
- 2.89%
- 10Y*
- 4.96%
FOSFX
- 1D
- 0.43%
- 1M
- -11.40%
- YTD
- -5.84%
- 6M
- -5.53%
- 1Y
- 6.82%
- 3Y*
- 9.40%
- 5Y*
- 4.94%
- 10Y*
- 7.89%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FMIJX vs. FOSFX - Expense Ratio Comparison
FMIJX has a 0.94% expense ratio, which is lower than FOSFX's 0.99% expense ratio.
Return for Risk
FMIJX vs. FOSFX — Risk / Return Rank
FMIJX
FOSFX
FMIJX vs. FOSFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for FMI International Fund (FMIJX) and Fidelity Overseas Fund (FOSFX). 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.
| FMIJX | FOSFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.15 | 0.32 | -0.16 |
Sortino ratioReturn per unit of downside risk | 0.35 | 0.56 | -0.21 |
Omega ratioGain probability vs. loss probability | 1.05 | 1.08 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 0.13 | 0.37 | -0.24 |
Martin ratioReturn relative to average drawdown | 0.50 | 1.40 | -0.90 |
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
| FMIJX | FOSFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.15 | 0.32 | -0.16 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.21 | 0.29 | -0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.33 | 0.46 | -0.13 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.45 | 0.00 |
Correlation
The correlation between FMIJX and FOSFX 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
FMIJX vs. FOSFX - Dividend Comparison
FMIJX's dividend yield for the trailing twelve months is around 13.89%, more than FOSFX's 5.17% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FMIJX FMI International Fund | 13.89% | 13.09% | 0.00% | 0.00% | 4.43% | 3.46% | 0.00% | 3.55% | 7.43% | 0.28% | 3.76% | 1.84% |
FOSFX Fidelity Overseas Fund | 5.17% | 4.87% | 1.38% | 1.02% | 0.77% | 4.54% | 0.53% | 1.35% | 5.92% | 0.06% | 1.96% | 1.06% |
Drawdowns
FMIJX vs. FOSFX - Drawdown Comparison
The maximum FMIJX drawdown since its inception was -37.45%, smaller than the maximum FOSFX drawdown of -63.51%. Use the drawdown chart below to compare losses from any high point for FMIJX and FOSFX.
Loading graphics...
Drawdown Indicators
| FMIJX | FOSFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.45% | -63.51% | +26.06% |
Max Drawdown (1Y)Largest decline over 1 year | -13.46% | -12.36% | -1.10% |
Max Drawdown (5Y)Largest decline over 5 years | -21.77% | -36.51% | +14.74% |
Max Drawdown (10Y)Largest decline over 10 years | -37.45% | -36.51% | -0.94% |
Current DrawdownCurrent decline from peak | -11.60% | -11.89% | +0.29% |
Average DrawdownAverage peak-to-trough decline | -4.65% | -17.02% | +12.37% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.52% | 3.31% | +0.21% |
Volatility
FMIJX vs. FOSFX - Volatility Comparison
The current volatility for FMI International Fund (FMIJX) is 5.73%, while Fidelity Overseas Fund (FOSFX) has a volatility of 8.23%. This indicates that FMIJX experiences smaller price fluctuations and is considered to be less risky than FOSFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| FMIJX | FOSFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.73% | 8.23% | -2.50% |
Volatility (6M)Calculated over the trailing 6-month period | 10.25% | 11.88% | -1.63% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.09% | 18.05% | -0.96% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.13% | 17.39% | -3.26% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.05% | 17.02% | -1.97% |