FSCOX vs. FIVFX
Compare and contrast key facts about Fidelity International Small Cap Opportunities Fund (FSCOX) and Fidelity International Capital Appreciation Fund (FIVFX).
FSCOX is managed by Fidelity. It was launched on Aug 2, 2005. FIVFX is managed by Fidelity. It was launched on Nov 1, 1994.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSCOX or FIVFX.
Correlation
The correlation between FSCOX and FIVFX is 0.89, 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
FSCOX vs. FIVFX - Performance Comparison
Key characteristics
FSCOX:
0.08
FIVFX:
0.47
FSCOX:
0.20
FIVFX:
0.74
FSCOX:
1.03
FIVFX:
1.09
FSCOX:
0.05
FIVFX:
0.37
FSCOX:
0.38
FIVFX:
2.04
FSCOX:
3.16%
FIVFX:
3.34%
FSCOX:
14.42%
FIVFX:
14.60%
FSCOX:
-72.13%
FIVFX:
-66.32%
FSCOX:
-20.98%
FIVFX:
-12.34%
Returns By Period
In the year-to-date period, FSCOX achieves a -1.85% return, which is significantly lower than FIVFX's 4.45% return. Over the past 10 years, FSCOX has outperformed FIVFX with an annualized return of 6.62%, while FIVFX has yielded a comparatively lower 5.86% annualized return.
FSCOX
-1.85%
-4.62%
-2.49%
-0.31%
3.07%
6.62%
FIVFX
4.45%
-3.89%
-3.42%
5.40%
4.08%
5.86%
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FSCOX vs. FIVFX - Expense Ratio Comparison
FSCOX has a 1.23% expense ratio, which is higher than FIVFX's 1.00% expense ratio.
Risk-Adjusted Performance
FSCOX vs. FIVFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity International Small Cap Opportunities Fund (FSCOX) and Fidelity International Capital Appreciation Fund (FIVFX). 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
FSCOX vs. FIVFX - Dividend Comparison
Neither FSCOX nor FIVFX has paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSCOX Fidelity International Small Cap Opportunities Fund | 0.00% | 0.93% | 0.02% | 0.13% | 0.00% | 0.84% | 1.05% | 0.77% | 1.15% | 1.47% | 1.47% | 1.87% |
FIVFX Fidelity International Capital Appreciation Fund | 0.00% | 0.38% | 0.05% | 0.00% | 0.17% | 0.58% | 0.47% | 0.33% | 0.68% | 1.98% | 6.09% | 0.71% |
Drawdowns
FSCOX vs. FIVFX - Drawdown Comparison
The maximum FSCOX drawdown since its inception was -72.13%, which is greater than FIVFX's maximum drawdown of -66.32%. Use the drawdown chart below to compare losses from any high point for FSCOX and FIVFX. For additional features, visit the drawdowns tool.
Volatility
FSCOX vs. FIVFX - Volatility Comparison
Fidelity International Small Cap Opportunities Fund (FSCOX) has a higher volatility of 7.38% compared to Fidelity International Capital Appreciation Fund (FIVFX) at 5.30%. This indicates that FSCOX's price experiences larger fluctuations and is considered to be riskier than FIVFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.