FPJAX vs. EWJV
Compare and contrast key facts about Fidelity Advisor Japan Fund Class A (FPJAX) and iShares MSCI Japan Value ETF (EWJV).
FPJAX is managed by Fidelity. It was launched on Dec 14, 2010. EWJV is a passively managed fund by iShares that tracks the performance of the MSCI Japan Value Index. It was launched on Mar 5, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FPJAX or EWJV.
Correlation
The correlation between FPJAX and EWJV is 0.73, 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
FPJAX vs. EWJV - Performance Comparison
Key characteristics
FPJAX:
0.42
EWJV:
0.58
FPJAX:
0.69
EWJV:
0.88
FPJAX:
1.09
EWJV:
1.11
FPJAX:
0.30
EWJV:
0.86
FPJAX:
1.42
EWJV:
2.58
FPJAX:
5.90%
EWJV:
4.01%
FPJAX:
19.84%
EWJV:
17.90%
FPJAX:
-41.33%
EWJV:
-30.05%
FPJAX:
-19.38%
EWJV:
-0.51%
Returns By Period
In the year-to-date period, FPJAX achieves a 4.15% return, which is significantly lower than EWJV's 5.05% return.
FPJAX
4.15%
4.03%
-2.21%
8.18%
3.14%
4.63%
EWJV
5.05%
5.08%
3.73%
9.32%
9.09%
N/A
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FPJAX vs. EWJV - Expense Ratio Comparison
FPJAX has a 1.38% expense ratio, which is higher than EWJV's 0.15% expense ratio.
Risk-Adjusted Performance
FPJAX vs. EWJV — Risk-Adjusted Performance Rank
FPJAX
EWJV
FPJAX vs. EWJV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Japan Fund Class A (FPJAX) and iShares MSCI Japan Value ETF (EWJV). 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
FPJAX vs. EWJV - Dividend Comparison
FPJAX's dividend yield for the trailing twelve months is around 2.21%, less than EWJV's 3.90% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FPJAX Fidelity Advisor Japan Fund Class A | 2.21% | 2.30% | 0.58% | 0.00% | 3.01% | 0.33% | 0.44% | 0.00% | 0.51% | 0.50% | 0.88% | 0.43% |
EWJV iShares MSCI Japan Value ETF | 3.90% | 4.10% | 3.32% | 2.71% | 2.47% | 1.97% | 4.29% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FPJAX vs. EWJV - Drawdown Comparison
The maximum FPJAX drawdown since its inception was -41.33%, which is greater than EWJV's maximum drawdown of -30.05%. Use the drawdown chart below to compare losses from any high point for FPJAX and EWJV. For additional features, visit the drawdowns tool.
Volatility
FPJAX vs. EWJV - Volatility Comparison
The current volatility for Fidelity Advisor Japan Fund Class A (FPJAX) is 4.10%, while iShares MSCI Japan Value ETF (EWJV) has a volatility of 4.62%. This indicates that FPJAX experiences smaller price fluctuations and is considered to be less risky than EWJV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.