FOPCX vs. KGGAX
Compare and contrast key facts about Fidelity Advisor International Small Cap Opportunities Fund Class C (FOPCX) and Kopernik Global All-Cap Fund Class A (KGGAX).
FOPCX is managed by Fidelity. It was launched on Aug 2, 2005. KGGAX is managed by Kopernik. It was launched on Nov 1, 2013.
Performance
FOPCX vs. KGGAX - Performance Comparison
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FOPCX vs. KGGAX - 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% |
KGGAX Kopernik Global All-Cap Fund Class A | 7.29% | 64.46% | -4.79% | 13.08% | -9.24% | 16.59% | 36.89% | 9.76% | -11.34% | 8.77% |
Returns By Period
In the year-to-date period, FOPCX achieves a -2.49% return, which is significantly lower than KGGAX's 7.29% return. Over the past 10 years, FOPCX has underperformed KGGAX with an annualized return of 7.23%, while KGGAX has yielded a comparatively higher 14.57% 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%
KGGAX
- 1D
- 2.57%
- 1M
- -7.09%
- YTD
- 7.29%
- 6M
- 14.89%
- 1Y
- 54.61%
- 3Y*
- 22.34%
- 5Y*
- 12.91%
- 10Y*
- 14.57%
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FOPCX vs. KGGAX - Expense Ratio Comparison
FOPCX has a 2.28% expense ratio, which is higher than KGGAX's 1.26% expense ratio.
Return for Risk
FOPCX vs. KGGAX — Risk / Return Rank
FOPCX
KGGAX
FOPCX vs. KGGAX - 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 Kopernik Global All-Cap Fund Class A (KGGAX). 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 | KGGAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.21 | 3.54 | -2.33 |
Sortino ratioReturn per unit of downside risk | 1.71 | 4.19 | -2.48 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.63 | -0.39 |
Calmar ratioReturn relative to maximum drawdown | 1.48 | 5.00 | -3.52 |
Martin ratioReturn relative to average drawdown | 5.04 | 18.23 | -13.19 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FOPCX | KGGAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.21 | 3.54 | -2.33 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.19 | 0.86 | -0.67 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.45 | 0.97 | -0.52 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.30 | 0.61 | -0.31 |
Correlation
The correlation between FOPCX and KGGAX is 0.53, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
FOPCX vs. KGGAX - Dividend Comparison
FOPCX's dividend yield for the trailing twelve months is around 12.52%, less than KGGAX's 15.02% 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% |
KGGAX Kopernik Global All-Cap Fund Class A | 15.02% | 16.11% | 1.04% | 8.29% | 13.22% | 9.00% | 4.59% | 2.72% | 0.00% | 4.12% | 3.09% | 0.40% |
Drawdowns
FOPCX vs. KGGAX - Drawdown Comparison
The maximum FOPCX drawdown since its inception was -72.97%, which is greater than KGGAX's maximum drawdown of -45.27%. Use the drawdown chart below to compare losses from any high point for FOPCX and KGGAX.
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Drawdown Indicators
| FOPCX | KGGAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -72.97% | -45.27% | -27.70% |
Max Drawdown (1Y)Largest decline over 1 year | -11.05% | -10.63% | -0.42% |
Max Drawdown (5Y)Largest decline over 5 years | -41.41% | -26.59% | -14.82% |
Max Drawdown (10Y)Largest decline over 10 years | -41.41% | -31.90% | -9.51% |
Current DrawdownCurrent decline from peak | -8.62% | -7.14% | -1.48% |
Average DrawdownAverage peak-to-trough decline | -20.52% | -9.76% | -10.76% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.25% | 2.92% | +0.33% |
Volatility
FOPCX vs. KGGAX - Volatility Comparison
Fidelity Advisor International Small Cap Opportunities Fund Class C (FOPCX) and Kopernik Global All-Cap Fund Class A (KGGAX) have volatilities of 6.61% and 6.36%, 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.
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Volatility by Period
| FOPCX | KGGAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.61% | 6.36% | +0.25% |
Volatility (6M)Calculated over the trailing 6-month period | 9.93% | 12.51% | -2.58% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.07% | 15.41% | -0.34% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.65% | 15.10% | +1.55% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.00% | 15.08% | +0.92% |