FOPCX vs. HLMSX
Compare and contrast key facts about Fidelity Advisor International Small Cap Opportunities Fund Class C (FOPCX) and Harding Loevner International Small Companies Portfolio (HLMSX).
FOPCX is managed by Fidelity. It was launched on Aug 2, 2005. HLMSX is managed by Harding Loevner. It was launched on Mar 25, 2007.
Performance
FOPCX vs. HLMSX - Performance Comparison
Loading graphics...
FOPCX vs. HLMSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FOPCX Fidelity Advisor International Small Cap Opportunities Fund Class C | -2.49% | 23.76% | 3.01% | 15.76% | -29.71% | 16.46% | 18.29% | 27.68% | -14.96% | 34.17% |
HLMSX Harding Loevner International Small Companies Portfolio | -3.25% | 14.87% | -6.92% | 11.78% | -24.50% | 12.82% | 18.51% | 29.45% | -17.65% | 34.42% |
Returns By Period
In the year-to-date period, FOPCX achieves a -2.49% return, which is significantly higher than HLMSX's -3.25% return. Over the past 10 years, FOPCX has outperformed HLMSX with an annualized return of 7.23%, while HLMSX has yielded a comparatively lower 5.40% annualized return.
FOPCX
- 1D
- 2.73%
- 1M
- -6.98%
- YTD
- -2.49%
- 6M
- -1.08%
- 1Y
- 17.33%
- 3Y*
- 10.27%
- 5Y*
- 3.12%
- 10Y*
- 7.23%
HLMSX
- 1D
- 2.21%
- 1M
- -5.44%
- YTD
- -3.25%
- 6M
- -5.18%
- 1Y
- 8.56%
- 3Y*
- 3.59%
- 5Y*
- -0.47%
- 10Y*
- 5.40%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FOPCX vs. HLMSX - Expense Ratio Comparison
FOPCX has a 2.28% expense ratio, which is higher than HLMSX's 1.37% expense ratio.
Return for Risk
FOPCX vs. HLMSX — Risk / Return Rank
FOPCX
HLMSX
FOPCX vs. HLMSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor International Small Cap Opportunities Fund Class C (FOPCX) and Harding Loevner International Small Companies Portfolio (HLMSX). 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.
| FOPCX | HLMSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.21 | 0.67 | +0.54 |
Sortino ratioReturn per unit of downside risk | 1.71 | 0.96 | +0.76 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.13 | +0.11 |
Calmar ratioReturn relative to maximum drawdown | 1.48 | 0.72 | +0.76 |
Martin ratioReturn relative to average drawdown | 5.04 | 1.83 | +3.21 |
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
| FOPCX | HLMSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.21 | 0.67 | +0.54 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.19 | -0.03 | +0.22 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.45 | 0.36 | +0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.30 | 0.33 | -0.03 |
Correlation
The correlation between FOPCX and HLMSX is 0.87, 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
FOPCX vs. HLMSX - Dividend Comparison
FOPCX's dividend yield for the trailing twelve months is around 12.52%, more than HLMSX's 4.17% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FOPCX Fidelity Advisor International Small Cap Opportunities Fund Class C | 12.52% | 12.21% | 5.97% | 3.05% | 6.93% | 9.29% | 0.00% | 0.00% | 1.89% | 1.31% | 0.00% | 0.37% |
HLMSX Harding Loevner International Small Companies Portfolio | 4.17% | 4.04% | 1.17% | 1.00% | 1.83% | 2.82% | 0.03% | 0.52% | 7.56% | 1.13% | 4.37% | 1.54% |
Drawdowns
FOPCX vs. HLMSX - Drawdown Comparison
The maximum FOPCX drawdown since its inception was -72.97%, which is greater than HLMSX's maximum drawdown of -60.77%. Use the drawdown chart below to compare losses from any high point for FOPCX and HLMSX.
Loading graphics...
Drawdown Indicators
| FOPCX | HLMSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -72.97% | -60.77% | -12.20% |
Max Drawdown (1Y)Largest decline over 1 year | -11.05% | -10.59% | -0.46% |
Max Drawdown (5Y)Largest decline over 5 years | -41.41% | -38.22% | -3.19% |
Max Drawdown (10Y)Largest decline over 10 years | -41.41% | -38.22% | -3.19% |
Current DrawdownCurrent decline from peak | -8.62% | -17.42% | +8.80% |
Average DrawdownAverage peak-to-trough decline | -20.52% | -13.24% | -7.28% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.25% | 4.19% | -0.94% |
Volatility
FOPCX vs. HLMSX - Volatility Comparison
Fidelity Advisor International Small Cap Opportunities Fund Class C (FOPCX) has a higher volatility of 6.61% compared to Harding Loevner International Small Companies Portfolio (HLMSX) at 5.45%. This indicates that FOPCX's price experiences larger fluctuations and is considered to be riskier than HLMSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| FOPCX | HLMSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.61% | 5.45% | +1.16% |
Volatility (6M)Calculated over the trailing 6-month period | 9.93% | 8.63% | +1.30% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.07% | 13.41% | +1.66% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.65% | 14.94% | +1.71% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.00% | 14.88% | +1.12% |