FOPIX vs. FSCOX
Compare and contrast key facts about Fidelity Advisor International Small Cap Opportunities Fund Class I (FOPIX) and Fidelity International Small Cap Opportunities Fund (FSCOX).
FOPIX is managed by Fidelity. It was launched on Aug 2, 2005. FSCOX is managed by Fidelity. It was launched on Aug 2, 2005.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FOPIX or FSCOX.
Key characteristics
| FOPIX | FSCOX | |
|---|---|---|
| YTD Return | 4.37% | 4.36% |
| 1Y Return | 16.78% | 16.82% |
| 3Y Return (Ann) | -4.97% | -4.96% |
| 5Y Return (Ann) | 5.16% | 5.17% |
| 10Y Return (Ann) | 7.51% | 7.50% |
| Sharpe Ratio | 1.14 | 1.26 |
| Sortino Ratio | 1.71 | 1.82 |
| Omega Ratio | 1.22 | 1.23 |
| Calmar Ratio | 0.58 | 0.59 |
| Martin Ratio | 6.58 | 6.69 |
| Ulcer Index | 2.53% | 2.49% |
| Daily Std Dev | 14.55% | 13.15% |
| Max Drawdown | -72.15% | -72.13% |
| Current Drawdown | -16.02% | -15.98% |
Correlation
The correlation between FOPIX and FSCOX is 1.00, 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.
Performance
FOPIX vs. FSCOX - Performance Comparison
The year-to-date returns for both stocks are quite close, with FOPIX having a 4.37% return and FSCOX slightly lower at 4.36%. Both investments have delivered pretty close results over the past 10 years, with FOPIX having a 7.51% annualized return and FSCOX not far behind at 7.50%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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FOPIX vs. FSCOX - Expense Ratio Comparison
FOPIX has a 1.24% expense ratio, which is higher than FSCOX's 1.23% expense ratio.
Risk-Adjusted Performance
FOPIX vs. FSCOX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor International Small Cap Opportunities Fund Class I (FOPIX) and Fidelity International Small Cap Opportunities Fund (FSCOX). 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
FOPIX vs. FSCOX - Dividend Comparison
FOPIX's dividend yield for the trailing twelve months is around 0.88%, less than FSCOX's 0.89% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FOPIX Fidelity Advisor International Small Cap Opportunities Fund Class I | 0.88% | 0.92% | 0.04% | 0.14% | 0.00% | 0.80% | 1.00% | 0.77% | 1.21% | 1.58% | 1.72% | 1.88% |
FSCOX Fidelity International Small Cap Opportunities Fund | 0.89% | 0.93% | 0.02% | 0.13% | 0.00% | 0.84% | 1.05% | 0.77% | 1.15% | 1.47% | 1.47% | 1.87% |
Drawdowns
FOPIX vs. FSCOX - Drawdown Comparison
The maximum FOPIX drawdown since its inception was -72.15%, roughly equal to the maximum FSCOX drawdown of -72.13%. Use the drawdown chart below to compare losses from any high point for FOPIX and FSCOX. For additional features, visit the drawdowns tool.
Volatility
FOPIX vs. FSCOX - Volatility Comparison
Fidelity Advisor International Small Cap Opportunities Fund Class I (FOPIX) and Fidelity International Small Cap Opportunities Fund (FSCOX) have volatilities of 3.64% and 3.69%, 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.