Correlation
The correlation between FSAMX and FGOMX is 0.67, 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.
FSAMX vs. FGOMX
Compare and contrast key facts about Strategic Advisers Emerging Markets Fund (FSAMX) and Strategic Advisers Fidelity Emerging Markets Fund (FGOMX).
FSAMX is managed by Fidelity. It was launched on Sep 29, 2010. FGOMX is managed by Fidelity. It was launched on Oct 29, 2018.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSAMX or FGOMX.
Performance
FSAMX vs. FGOMX - Performance Comparison
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Key characteristics
FSAMX:
0.61
FGOMX:
0.52
FSAMX:
0.78
FGOMX:
0.65
FSAMX:
1.10
FGOMX:
1.08
FSAMX:
0.32
FGOMX:
0.28
FSAMX:
1.45
FGOMX:
1.16
FSAMX:
5.73%
FGOMX:
5.77%
FSAMX:
17.51%
FGOMX:
17.75%
FSAMX:
-41.49%
FGOMX:
-40.14%
FSAMX:
-11.73%
FGOMX:
-10.38%
Returns By Period
In the year-to-date period, FSAMX achieves a 8.99% return, which is significantly higher than FGOMX's 8.09% return.
FSAMX
8.99%
5.63%
8.00%
11.64%
6.33%
6.99%
4.26%
FGOMX
8.09%
4.38%
6.92%
10.09%
6.15%
7.59%
N/A
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FSAMX vs. FGOMX - Expense Ratio Comparison
FSAMX has a 0.33% expense ratio, which is higher than FGOMX's 0.25% expense ratio.
Risk-Adjusted Performance
FSAMX vs. FGOMX — Risk-Adjusted Performance Rank
FSAMX
FGOMX
FSAMX vs. FGOMX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Strategic Advisers Emerging Markets Fund (FSAMX) and Strategic Advisers Fidelity Emerging Markets Fund (FGOMX). 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
FSAMX vs. FGOMX - Dividend Comparison
FSAMX's dividend yield for the trailing twelve months is around 1.99%, less than FGOMX's 2.22% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
FSAMX Strategic Advisers Emerging Markets Fund | 1.99% | 2.53% | 2.57% | 2.64% | 3.04% | 0.99% | 2.09% | 1.67% | 1.30% | 1.22% | 1.35% | 1.60% |
FGOMX Strategic Advisers Fidelity Emerging Markets Fund | 2.22% | 2.40% | 2.83% | 2.42% | 4.63% | 0.73% | 2.13% | 1.42% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FSAMX vs. FGOMX - Drawdown Comparison
The maximum FSAMX drawdown since its inception was -41.49%, roughly equal to the maximum FGOMX drawdown of -40.14%. Use the drawdown chart below to compare losses from any high point for FSAMX and FGOMX.
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Volatility
FSAMX vs. FGOMX - Volatility Comparison
The current volatility for Strategic Advisers Emerging Markets Fund (FSAMX) is 3.48%, while Strategic Advisers Fidelity Emerging Markets Fund (FGOMX) has a volatility of 3.78%. This indicates that FSAMX experiences smaller price fluctuations and is considered to be less risky than FGOMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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