FOSKX vs. FXAIX
Compare and contrast key facts about Fidelity Overseas Fund Class K (FOSKX) and Fidelity 500 Index Fund (FXAIX).
FOSKX is managed by Fidelity. It was launched on May 9, 2008. FXAIX is a passively managed fund by Fidelity that tracks the performance of the S&P 500 Index. It was launched on Feb 17, 1988.
Performance
FOSKX vs. FXAIX - Performance Comparison
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FOSKX vs. FXAIX - 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% |
FXAIX Fidelity 500 Index Fund | -7.05% | 17.84% | 25.01% | 26.29% | -18.14% | 28.71% | 18.42% | 31.48% | -4.43% | 21.82% |
Returns By Period
In the year-to-date period, FOSKX achieves a -5.82% return, which is significantly higher than FXAIX's -7.05% return. Over the past 10 years, FOSKX has underperformed FXAIX with an annualized return of 7.98%, while FXAIX has yielded a comparatively higher 13.75% 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%
FXAIX
- 1D
- -0.39%
- 1M
- -7.68%
- YTD
- -7.05%
- 6M
- -4.59%
- 1Y
- 14.42%
- 3Y*
- 17.17%
- 5Y*
- 11.40%
- 10Y*
- 13.75%
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FOSKX vs. FXAIX - Expense Ratio Comparison
FOSKX has a 0.89% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Return for Risk
FOSKX vs. FXAIX — Risk / Return Rank
FOSKX
FXAIX
FOSKX vs. FXAIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Overseas Fund Class K (FOSKX) and Fidelity 500 Index Fund (FXAIX). 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 | FXAIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.32 | 0.84 | -0.52 |
Sortino ratioReturn per unit of downside risk | 0.56 | 1.30 | -0.73 |
Omega ratioGain probability vs. loss probability | 1.08 | 1.20 | -0.12 |
Calmar ratioReturn relative to maximum drawdown | 0.41 | 1.05 | -0.65 |
Martin ratioReturn relative to average drawdown | 1.49 | 5.13 | -3.64 |
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 | FXAIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.32 | 0.84 | -0.52 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.29 | 0.68 | -0.39 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.47 | 0.77 | -0.29 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.22 | 0.75 | -0.53 |
Correlation
The correlation between FOSKX and FXAIX is 0.76, 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. FXAIX - Dividend Comparison
FOSKX's dividend yield for the trailing twelve months is around 5.26%, more than FXAIX's 1.20% 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% |
FXAIX Fidelity 500 Index Fund | 1.20% | 1.11% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 2.06% | 2.72% | 1.97% | 2.52% | 2.83% |
Drawdowns
FOSKX vs. FXAIX - Drawdown Comparison
The maximum FOSKX drawdown since its inception was -59.28%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for FOSKX and FXAIX.
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Drawdown Indicators
| FOSKX | FXAIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.28% | -33.79% | -25.49% |
Max Drawdown (1Y)Largest decline over 1 year | -12.35% | -12.13% | -0.22% |
Max Drawdown (5Y)Largest decline over 5 years | -36.45% | -24.50% | -11.95% |
Max Drawdown (10Y)Largest decline over 10 years | -36.45% | -33.79% | -2.66% |
Current DrawdownCurrent decline from peak | -11.88% | -8.89% | -2.99% |
Average DrawdownAverage peak-to-trough decline | -14.48% | -3.83% | -10.65% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.37% | 2.50% | +0.87% |
Volatility
FOSKX vs. FXAIX - Volatility Comparison
Fidelity Overseas Fund Class K (FOSKX) has a higher volatility of 8.24% compared to Fidelity 500 Index Fund (FXAIX) at 4.24%. This indicates that FOSKX's price experiences larger fluctuations and is considered to be riskier than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FOSKX | FXAIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.24% | 4.24% | +4.00% |
Volatility (6M)Calculated over the trailing 6-month period | 11.93% | 9.08% | +2.85% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.09% | 18.13% | -0.04% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.41% | 16.88% | +0.53% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.03% | 18.03% | -1.00% |