FPAG vs. FMIJX
Compare and contrast key facts about FPA Global Equity ETF (FPAG) and FMI International Fund (FMIJX).
FPAG is an actively managed fund by FPA. It was launched on Dec 16, 2021. FMIJX is managed by FMI Funds. It was launched on Dec 31, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FPAG or FMIJX.
Correlation
The correlation between FPAG and FMIJX is 0.79, 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
FPAG vs. FMIJX - Performance Comparison
Key characteristics
FPAG:
1.63
FMIJX:
0.86
FPAG:
2.22
FMIJX:
1.25
FPAG:
1.29
FMIJX:
1.15
FPAG:
2.57
FMIJX:
1.34
FPAG:
9.51
FMIJX:
3.49
FPAG:
2.23%
FMIJX:
2.53%
FPAG:
13.04%
FMIJX:
10.34%
FPAG:
-28.43%
FMIJX:
-37.45%
FPAG:
-0.37%
FMIJX:
-0.98%
Returns By Period
In the year-to-date period, FPAG achieves a 7.43% return, which is significantly higher than FMIJX's 3.47% return.
FPAG
7.43%
3.37%
9.33%
20.90%
N/A
N/A
FMIJX
3.47%
2.54%
2.71%
8.81%
4.69%
4.99%
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FPAG vs. FMIJX - Expense Ratio Comparison
FPAG has a 0.49% expense ratio, which is lower than FMIJX's 0.94% expense ratio.
Risk-Adjusted Performance
FPAG vs. FMIJX — Risk-Adjusted Performance Rank
FPAG
FMIJX
FPAG vs. FMIJX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for FPA Global Equity ETF (FPAG) and FMI International Fund (FMIJX). 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
FPAG vs. FMIJX - Dividend Comparison
FPAG's dividend yield for the trailing twelve months is around 1.32%, while FMIJX has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FPAG FPA Global Equity ETF | 1.32% | 1.42% | 1.50% | 1.22% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FMIJX FMI International Fund | 0.00% | 0.00% | 0.00% | 15.23% | 3.46% | 0.00% | 3.55% | 4.60% | 0.28% | 3.05% | 1.82% | 2.10% |
Drawdowns
FPAG vs. FMIJX - Drawdown Comparison
The maximum FPAG drawdown since its inception was -28.43%, smaller than the maximum FMIJX drawdown of -37.45%. Use the drawdown chart below to compare losses from any high point for FPAG and FMIJX. For additional features, visit the drawdowns tool.
Volatility
FPAG vs. FMIJX - Volatility Comparison
FPA Global Equity ETF (FPAG) has a higher volatility of 2.75% compared to FMI International Fund (FMIJX) at 2.37%. This indicates that FPAG's price experiences larger fluctuations and is considered to be riskier than FMIJX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.