FOPIX vs. YASLX
Compare and contrast key facts about Fidelity Advisor International Small Cap Opportunities Fund Class I (FOPIX) and AMG Yacktman Special Opportunities Fund (YASLX).
FOPIX is managed by Fidelity. It was launched on Aug 2, 2005. YASLX is managed by AMG. It was launched on Jun 29, 2014.
Performance
FOPIX vs. YASLX - Performance Comparison
Loading graphics...
FOPIX vs. YASLX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FOPIX Fidelity Advisor International Small Cap Opportunities Fund Class I | -2.24% | 25.00% | 4.06% | 16.88% | -28.91% | 17.64% | 19.57% | 29.11% | -14.14% | 34.68% |
YASLX AMG Yacktman Special Opportunities Fund | 9.59% | 6.27% | 11.23% | 3.65% | -13.59% | 24.45% | 12.82% | 17.07% | -10.15% | 34.85% |
Returns By Period
In the year-to-date period, FOPIX achieves a -2.24% return, which is significantly lower than YASLX's 9.59% return. Over the past 10 years, FOPIX has underperformed YASLX with an annualized return of 8.27%, while YASLX has yielded a comparatively higher 10.88% annualized return.
FOPIX
- 1D
- 2.74%
- 1M
- -6.93%
- YTD
- -2.24%
- 6M
- -0.64%
- 1Y
- 18.49%
- 3Y*
- 11.36%
- 5Y*
- 4.18%
- 10Y*
- 8.27%
YASLX
- 1D
- 1.89%
- 1M
- -2.78%
- YTD
- 9.59%
- 6M
- 4.21%
- 1Y
- 16.11%
- 3Y*
- 10.42%
- 5Y*
- 4.82%
- 10Y*
- 10.88%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FOPIX vs. YASLX - Expense Ratio Comparison
FOPIX has a 1.24% expense ratio, which is lower than YASLX's 1.86% expense ratio.
Return for Risk
FOPIX vs. YASLX — Risk / Return Rank
FOPIX
YASLX
FOPIX vs. YASLX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor International Small Cap Opportunities Fund Class I (FOPIX) and AMG Yacktman Special Opportunities Fund (YASLX). 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.
| FOPIX | YASLX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.29 | 1.36 | -0.06 |
Sortino ratioReturn per unit of downside risk | 1.81 | 1.75 | +0.06 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.27 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.60 | 1.64 | -0.04 |
Martin ratioReturn relative to average drawdown | 5.50 | 4.40 | +1.10 |
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
| FOPIX | YASLX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.29 | 1.36 | -0.06 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.25 | 0.30 | -0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.52 | 0.73 | -0.21 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.35 | 0.58 | -0.23 |
Correlation
The correlation between FOPIX and YASLX is 0.64, 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
FOPIX vs. YASLX - Dividend Comparison
FOPIX's dividend yield for the trailing twelve months is around 11.89%, while YASLX has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FOPIX Fidelity Advisor International Small Cap Opportunities Fund Class I | 11.89% | 11.62% | 6.34% | 3.73% | 6.43% | 8.85% | 0.00% | 1.04% | 2.95% | 1.31% | 1.49% | 0.47% |
YASLX AMG Yacktman Special Opportunities Fund | 0.00% | 0.00% | 15.82% | 8.97% | 0.94% | 3.85% | 2.62% | 12.95% | 9.89% | 4.86% | 3.28% | 4.59% |
Drawdowns
FOPIX vs. YASLX - Drawdown Comparison
The maximum FOPIX drawdown since its inception was -72.69%, which is greater than YASLX's maximum drawdown of -38.91%. Use the drawdown chart below to compare losses from any high point for FOPIX and YASLX.
Loading graphics...
Drawdown Indicators
| FOPIX | YASLX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -72.69% | -38.91% | -33.78% |
Max Drawdown (1Y)Largest decline over 1 year | -11.00% | -10.18% | -0.82% |
Max Drawdown (5Y)Largest decline over 5 years | -40.75% | -27.74% | -13.01% |
Max Drawdown (10Y)Largest decline over 10 years | -40.75% | -38.91% | -1.84% |
Current DrawdownCurrent decline from peak | -8.56% | -3.10% | -5.46% |
Average DrawdownAverage peak-to-trough decline | -18.61% | -8.33% | -10.28% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.19% | 3.79% | -0.60% |
Volatility
FOPIX vs. YASLX - Volatility Comparison
Fidelity Advisor International Small Cap Opportunities Fund Class I (FOPIX) has a higher volatility of 6.62% compared to AMG Yacktman Special Opportunities Fund (YASLX) at 3.81%. This indicates that FOPIX's price experiences larger fluctuations and is considered to be riskier than YASLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| FOPIX | YASLX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.62% | 3.81% | +2.81% |
Volatility (6M)Calculated over the trailing 6-month period | 9.96% | 8.82% | +1.14% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.06% | 13.09% | +1.97% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.65% | 16.34% | +0.31% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.00% | 15.01% | +0.99% |