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.
Performance
FOSKX vs. CAIBX - Performance Comparison
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FOSKX vs. CAIBX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FOSKX Fidelity Overseas Fund Class K | -5.82% | 20.90% | 5.28% | 20.70% | -24.71% | 19.43% | 15.55% | 28.58% | -14.64% | 28.33% |
CAIBX American Funds Capital Income Builder Class A | 0.14% | 20.39% | 10.24% | 8.95% | -7.14% | 14.99% | 3.20% | 17.23% | -7.28% | 13.99% |
Returns By Period
In the year-to-date period, FOSKX achieves a -5.82% return, which is significantly lower than CAIBX's 0.14% return. Over the past 10 years, FOSKX has outperformed CAIBX with an annualized return of 7.98%, while CAIBX has yielded a comparatively lower 7.38% annualized return.
FOSKX
- 1D
- 0.43%
- 1M
- -11.39%
- YTD
- -5.82%
- 6M
- -5.49%
- 1Y
- 6.91%
- 3Y*
- 9.50%
- 5Y*
- 5.04%
- 10Y*
- 7.98%
CAIBX
- 1D
- 0.24%
- 1M
- -6.25%
- YTD
- 0.14%
- 6M
- 3.24%
- 1Y
- 14.72%
- 3Y*
- 12.37%
- 5Y*
- 8.06%
- 10Y*
- 7.38%
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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.
Return for Risk
FOSKX vs. CAIBX — Risk / Return Rank
FOSKX
CAIBX
FOSKX vs. CAIBX - Risk-Adjusted Trends 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.
| FOSKX | CAIBX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.32 | 1.50 | -1.18 |
Sortino ratioReturn per unit of downside risk | 0.56 | 2.04 | -1.47 |
Omega ratioGain probability vs. loss probability | 1.08 | 1.31 | -0.23 |
Calmar ratioReturn relative to maximum drawdown | 0.41 | 1.74 | -1.33 |
Martin ratioReturn relative to average drawdown | 1.49 | 8.07 | -6.58 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FOSKX | CAIBX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.32 | 1.50 | -1.18 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.29 | 0.82 | -0.52 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.47 | 0.68 | -0.21 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.22 | 0.91 | -0.69 |
Correlation
The correlation between FOSKX and CAIBX 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.
Dividends
FOSKX vs. CAIBX - Dividend Comparison
FOSKX's dividend yield for the trailing twelve months is around 5.26%, less than CAIBX's 7.77% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FOSKX Fidelity Overseas Fund Class K | 5.26% | 4.96% | 1.84% | 1.13% | 0.88% | 4.64% | 0.62% | 1.44% | 6.08% | 0.06% | 2.09% | 1.17% |
CAIBX American Funds Capital Income Builder Class A | 7.77% | 7.71% | 5.76% | 3.47% | 3.43% | 3.14% | 3.38% | 4.10% | 3.55% | 4.44% | 3.52% | 3.62% |
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 -43.68%. Use the drawdown chart below to compare losses from any high point for FOSKX and CAIBX.
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Drawdown Indicators
| FOSKX | CAIBX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.28% | -43.68% | -15.60% |
Max Drawdown (1Y)Largest decline over 1 year | -12.35% | -8.37% | -3.98% |
Max Drawdown (5Y)Largest decline over 5 years | -36.45% | -17.65% | -18.80% |
Max Drawdown (10Y)Largest decline over 10 years | -36.45% | -25.28% | -11.17% |
Current DrawdownCurrent decline from peak | -11.88% | -6.25% | -5.63% |
Average DrawdownAverage peak-to-trough decline | -14.48% | -3.82% | -10.66% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.37% | 1.80% | +1.57% |
Volatility
FOSKX vs. CAIBX - Volatility Comparison
Fidelity Overseas Fund Class K (FOSKX) has a higher volatility of 8.24% compared to American Funds Capital Income Builder Class A (CAIBX) at 3.30%. 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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Volatility by Period
| FOSKX | CAIBX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.24% | 3.30% | +4.94% |
Volatility (6M)Calculated over the trailing 6-month period | 11.93% | 5.94% | +5.99% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.09% | 10.10% | +7.99% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.41% | 9.93% | +7.48% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.03% | 10.86% | +6.17% |