FOSFX vs. FIGFX
Compare and contrast key facts about Fidelity Overseas Fund (FOSFX) and Fidelity International Growth Fund (FIGFX).
FOSFX is managed by Fidelity. It was launched on Dec 4, 1984. FIGFX is managed by Fidelity. It was launched on Nov 1, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FOSFX or FIGFX.
Performance
FOSFX vs. FIGFX - Performance Comparison
Returns By Period
In the year-to-date period, FOSFX achieves a 6.05% return, which is significantly higher than FIGFX's 5.48% return. Both investments have delivered pretty close results over the past 10 years, with FOSFX having a 7.12% annualized return and FIGFX not far ahead at 7.25%.
FOSFX
6.05%
-5.47%
-2.16%
15.04%
6.76%
7.12%
FIGFX
5.48%
-3.40%
-2.27%
14.31%
6.62%
7.25%
Key characteristics
| FOSFX | FIGFX | |
|---|---|---|
| Sharpe Ratio | 1.14 | 1.09 |
| Sortino Ratio | 1.65 | 1.57 |
| Omega Ratio | 1.20 | 1.19 |
| Calmar Ratio | 0.89 | 0.95 |
| Martin Ratio | 5.40 | 5.08 |
| Ulcer Index | 2.83% | 2.90% |
| Daily Std Dev | 13.37% | 13.57% |
| Max Drawdown | -62.54% | -55.48% |
| Current Drawdown | -8.99% | -6.83% |
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FOSFX vs. FIGFX - Expense Ratio Comparison
Both FOSFX and FIGFX have an expense ratio of 0.99%.
Correlation
The correlation between FOSFX and FIGFX is 0.96, 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.
Risk-Adjusted Performance
FOSFX vs. FIGFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Overseas Fund (FOSFX) and Fidelity International Growth Fund (FIGFX). 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
FOSFX vs. FIGFX - Dividend Comparison
FOSFX's dividend yield for the trailing twelve months is around 0.96%, more than FIGFX's 0.45% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FOSFX Fidelity Overseas Fund | 0.96% | 1.02% | 0.77% | 0.30% | 0.18% | 1.35% | 1.66% | 1.02% | 1.83% | 1.06% | 1.76% | 2.98% |
FIGFX Fidelity International Growth Fund | 0.45% | 0.48% | 0.22% | 0.43% | 0.11% | 0.97% | 0.88% | 0.58% | 1.24% | 1.47% | 0.84% | 0.97% |
Drawdowns
FOSFX vs. FIGFX - Drawdown Comparison
The maximum FOSFX drawdown since its inception was -62.54%, which is greater than FIGFX's maximum drawdown of -55.48%. Use the drawdown chart below to compare losses from any high point for FOSFX and FIGFX. For additional features, visit the drawdowns tool.
Volatility
FOSFX vs. FIGFX - Volatility Comparison
Fidelity Overseas Fund (FOSFX) and Fidelity International Growth Fund (FIGFX) have volatilities of 3.77% and 3.74%, 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.