FOSFX vs. MDIJX
Compare and contrast key facts about Fidelity Overseas Fund (FOSFX) and MFS International Diversification Fund (MDIJX).
FOSFX is managed by Fidelity. It was launched on Dec 4, 1984. MDIJX is managed by MFS. It was launched on Sep 30, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FOSFX or MDIJX.
Correlation
The correlation between FOSFX and MDIJX is 0.94, 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. MDIJX - Performance Comparison
Key characteristics
FOSFX:
0.51
MDIJX:
0.36
FOSFX:
0.80
MDIJX:
0.55
FOSFX:
1.09
MDIJX:
1.07
FOSFX:
0.42
MDIJX:
0.33
FOSFX:
1.64
MDIJX:
1.07
FOSFX:
4.22%
MDIJX:
3.99%
FOSFX:
13.41%
MDIJX:
11.92%
FOSFX:
-62.54%
MDIJX:
-54.94%
FOSFX:
-8.95%
MDIJX:
-11.48%
Returns By Period
In the year-to-date period, FOSFX achieves a 0.86% return, which is significantly higher than MDIJX's -0.04% return. Both investments have delivered pretty close results over the past 10 years, with FOSFX having a 6.33% annualized return and MDIJX not far behind at 6.13%.
FOSFX
0.86%
-2.64%
-4.61%
8.29%
4.47%
6.33%
MDIJX
-0.04%
-5.86%
-5.97%
5.65%
3.50%
6.13%
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FOSFX vs. MDIJX - Expense Ratio Comparison
FOSFX has a 0.99% expense ratio, which is higher than MDIJX's 0.82% expense ratio.
Risk-Adjusted Performance
FOSFX vs. MDIJX — Risk-Adjusted Performance Rank
FOSFX
MDIJX
FOSFX vs. MDIJX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Overseas Fund (FOSFX) and MFS International Diversification Fund (MDIJX). 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. MDIJX - Dividend Comparison
FOSFX's dividend yield for the trailing twelve months is around 1.37%, while MDIJX has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FOSFX Fidelity Overseas Fund | 1.37% | 1.38% | 1.02% | 0.77% | 0.30% | 0.18% | 1.35% | 1.66% | 1.02% | 1.83% | 1.06% | 1.76% |
MDIJX MFS International Diversification Fund | 0.00% | 0.00% | 2.58% | 0.66% | 1.88% | 0.69% | 1.43% | 2.45% | 1.63% | 2.19% | 1.69% | 1.48% |
Drawdowns
FOSFX vs. MDIJX - Drawdown Comparison
The maximum FOSFX drawdown since its inception was -62.54%, which is greater than MDIJX's maximum drawdown of -54.94%. Use the drawdown chart below to compare losses from any high point for FOSFX and MDIJX. For additional features, visit the drawdowns tool.
Volatility
FOSFX vs. MDIJX - Volatility Comparison
The current volatility for Fidelity Overseas Fund (FOSFX) is 3.53%, while MFS International Diversification Fund (MDIJX) has a volatility of 4.60%. This indicates that FOSFX experiences smaller price fluctuations and is considered to be less risky than MDIJX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.