FPBFX vs. VDADX
Compare and contrast key facts about Fidelity Pacific Basin Fund (FPBFX) and Vanguard Dividend Appreciation Index Fund Admiral Shares (VDADX).
FPBFX is managed by Fidelity. It was launched on Oct 1, 1986. VDADX is managed by Vanguard. It was launched on Dec 19, 2013.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FPBFX or VDADX.
Correlation
The correlation between FPBFX and VDADX is 0.68, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
FPBFX vs. VDADX - Performance Comparison
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Key characteristics
FPBFX:
0.83
VDADX:
0.67
FPBFX:
1.30
VDADX:
1.09
FPBFX:
1.17
VDADX:
1.15
FPBFX:
0.46
VDADX:
0.73
FPBFX:
2.80
VDADX:
3.02
FPBFX:
6.31%
VDADX:
3.61%
FPBFX:
21.01%
VDADX:
15.81%
FPBFX:
-68.30%
VDADX:
-31.70%
FPBFX:
-24.45%
VDADX:
-3.76%
Returns By Period
In the year-to-date period, FPBFX achieves a 10.01% return, which is significantly higher than VDADX's 0.84% return. Over the past 10 years, FPBFX has underperformed VDADX with an annualized return of 3.30%, while VDADX has yielded a comparatively higher 11.28% annualized return.
FPBFX
10.01%
13.81%
6.08%
17.27%
3.21%
3.30%
VDADX
0.84%
6.28%
-1.63%
10.59%
14.42%
11.28%
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FPBFX vs. VDADX - Expense Ratio Comparison
FPBFX has a 1.04% expense ratio, which is higher than VDADX's 0.08% expense ratio.
Risk-Adjusted Performance
FPBFX vs. VDADX — Risk-Adjusted Performance Rank
FPBFX
VDADX
FPBFX vs. VDADX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Pacific Basin Fund (FPBFX) and Vanguard Dividend Appreciation Index Fund Admiral Shares (VDADX). 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
FPBFX vs. VDADX - Dividend Comparison
FPBFX's dividend yield for the trailing twelve months is around 5.44%, more than VDADX's 1.79% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FPBFX Fidelity Pacific Basin Fund | 5.44% | 5.99% | 0.84% | 0.00% | 3.04% | 0.22% | 0.75% | 0.74% | 0.65% | 0.65% | 6.36% | 7.55% |
VDADX Vanguard Dividend Appreciation Index Fund Admiral Shares | 1.79% | 1.71% | 1.86% | 1.94% | 1.53% | 1.61% | 1.69% | 2.07% | 1.88% | 2.14% | 2.34% | 1.95% |
Drawdowns
FPBFX vs. VDADX - Drawdown Comparison
The maximum FPBFX drawdown since its inception was -68.30%, which is greater than VDADX's maximum drawdown of -31.70%. Use the drawdown chart below to compare losses from any high point for FPBFX and VDADX. For additional features, visit the drawdowns tool.
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Volatility
FPBFX vs. VDADX - Volatility Comparison
The current volatility for Fidelity Pacific Basin Fund (FPBFX) is 4.35%, while Vanguard Dividend Appreciation Index Fund Admiral Shares (VDADX) has a volatility of 5.05%. This indicates that FPBFX experiences smaller price fluctuations and is considered to be less risky than VDADX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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