FOSFX vs. FISMX
Compare and contrast key facts about Fidelity Overseas Fund (FOSFX) and Fidelity International Small Cap Fund (FISMX).
FOSFX is managed by Fidelity. It was launched on Dec 4, 1984. FISMX is managed by Fidelity. It was launched on Sep 18, 2002.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FOSFX or FISMX.
Key characteristics
| FOSFX | FISMX | |
|---|---|---|
| YTD Return | 12.19% | 5.77% |
| 1Y Return | 27.08% | 20.32% |
| 3Y Return (Ann) | 1.64% | 1.72% |
| 5Y Return (Ann) | 8.63% | 7.42% |
| 10Y Return (Ann) | 8.32% | 8.35% |
| Sharpe Ratio | 1.99 | 1.75 |
| Sortino Ratio | 2.80 | 2.53 |
| Omega Ratio | 1.35 | 1.32 |
| Calmar Ratio | 1.11 | 1.12 |
| Martin Ratio | 11.89 | 10.91 |
| Ulcer Index | 2.27% | 1.85% |
| Daily Std Dev | 13.56% | 11.50% |
| Max Drawdown | -62.54% | -58.76% |
| Current Drawdown | -3.73% | -3.60% |
Correlation
The correlation between FOSFX and FISMX 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.
Performance
FOSFX vs. FISMX - Performance Comparison
In the year-to-date period, FOSFX achieves a 12.19% return, which is significantly higher than FISMX's 5.77% return. Both investments have delivered pretty close results over the past 10 years, with FOSFX having a 8.32% annualized return and FISMX not far ahead at 8.35%. 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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FOSFX vs. FISMX - Expense Ratio Comparison
FOSFX has a 0.99% expense ratio, which is lower than FISMX's 1.01% expense ratio.
Risk-Adjusted Performance
FOSFX vs. FISMX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Overseas Fund (FOSFX) and Fidelity International Small Cap Fund (FISMX). 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. FISMX - Dividend Comparison
FOSFX's dividend yield for the trailing twelve months is around 0.91%, less than FISMX's 1.76% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FOSFX Fidelity Overseas Fund | 0.91% | 1.02% | 0.77% | 4.54% | 0.53% | 1.35% | 5.92% | 1.09% | 1.96% | 1.06% | 1.76% | 2.98% |
FISMX Fidelity International Small Cap Fund | 1.76% | 1.87% | 0.70% | 7.28% | 0.83% | 2.32% | 6.14% | 3.44% | 2.70% | 5.45% | 18.12% | 2.92% |
Drawdowns
FOSFX vs. FISMX - Drawdown Comparison
The maximum FOSFX drawdown since its inception was -62.54%, which is greater than FISMX's maximum drawdown of -58.76%. Use the drawdown chart below to compare losses from any high point for FOSFX and FISMX. For additional features, visit the drawdowns tool.
Volatility
FOSFX vs. FISMX - Volatility Comparison
Fidelity Overseas Fund (FOSFX) has a higher volatility of 4.77% compared to Fidelity International Small Cap Fund (FISMX) at 3.46%. This indicates that FOSFX's price experiences larger fluctuations and is considered to be riskier than FISMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.