Correlation
The correlation between FOSKX and CAIBX is 0.77, 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.
FOSKX vs. CAIBX
Compare and contrast key facts about Fidelity Overseas Fund Class K (FOSKX) and American Funds Capital Income Builder Class A (CAIBX).
FOSKX is managed by Fidelity. It was launched on May 9, 2008. CAIBX is managed by American Funds. It was launched on Jul 30, 1987.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FOSKX or CAIBX.
Performance
FOSKX vs. CAIBX - Performance Comparison
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Key characteristics
FOSKX:
0.85
CAIBX:
1.55
FOSKX:
1.38
CAIBX:
2.24
FOSKX:
1.19
CAIBX:
1.35
FOSKX:
1.20
CAIBX:
1.98
FOSKX:
3.54
CAIBX:
9.79
FOSKX:
4.69%
CAIBX:
1.80%
FOSKX:
17.87%
CAIBX:
10.56%
FOSKX:
-59.28%
CAIBX:
-41.42%
FOSKX:
-0.08%
CAIBX:
0.00%
Returns By Period
In the year-to-date period, FOSKX achieves a 18.08% return, which is significantly higher than CAIBX's 9.38% return. Over the past 10 years, FOSKX has outperformed CAIBX with an annualized return of 7.85%, while CAIBX has yielded a comparatively lower 6.35% annualized return.
FOSKX
18.08%
3.99%
13.25%
15.01%
12.67%
10.14%
7.85%
CAIBX
9.38%
2.81%
6.97%
16.18%
8.40%
9.13%
6.35%
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FOSKX vs. CAIBX - Expense Ratio Comparison
FOSKX has a 0.89% expense ratio, which is higher than CAIBX's 0.59% expense ratio.
Risk-Adjusted Performance
FOSKX vs. CAIBX — Risk-Adjusted Performance Rank
FOSKX
CAIBX
FOSKX vs. CAIBX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Overseas Fund Class K (FOSKX) and American Funds Capital Income Builder Class A (CAIBX). 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.
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Dividends
FOSKX vs. CAIBX - Dividend Comparison
FOSKX's dividend yield for the trailing twelve months is around 1.55%, less than CAIBX's 5.32% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FOSKX Fidelity Overseas Fund Class K | 1.55% | 1.84% | 1.13% | 0.88% | 4.64% | 0.62% | 1.44% | 6.08% | 1.19% | 2.09% | 1.17% | 1.90% |
CAIBX American Funds Capital Income Builder Class A | 5.32% | 5.76% | 3.47% | 3.43% | 3.14% | 3.38% | 4.24% | 3.80% | 4.68% | 3.52% | 3.62% | 4.67% |
Drawdowns
FOSKX vs. CAIBX - Drawdown Comparison
The maximum FOSKX drawdown since its inception was -59.28%, which is greater than CAIBX's maximum drawdown of -41.42%. Use the drawdown chart below to compare losses from any high point for FOSKX and CAIBX.
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Volatility
FOSKX vs. CAIBX - Volatility Comparison
Fidelity Overseas Fund Class K (FOSKX) has a higher volatility of 3.28% compared to American Funds Capital Income Builder Class A (CAIBX) at 2.33%. This indicates that FOSKX's price experiences larger fluctuations and is considered to be riskier than CAIBX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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