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 0.69, 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
FSCOX vs. FIVFX - Performance Comparison
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Key characteristics
FSCOX:
0.62
FIVFX:
0.49
FSCOX:
0.96
FIVFX:
0.89
FSCOX:
1.14
FIVFX:
1.12
FSCOX:
0.29
FIVFX:
0.55
FSCOX:
2.05
FIVFX:
2.01
FSCOX:
5.14%
FIVFX:
5.39%
FSCOX:
16.35%
FIVFX:
20.15%
FSCOX:
-72.13%
FIVFX:
-66.30%
FSCOX:
-24.09%
FIVFX:
-0.70%
Returns By Period
The year-to-date returns for both stocks are quite close, with FSCOX having a 13.23% return and FIVFX slightly lower at 13.11%. Over the past 10 years, FSCOX has underperformed FIVFX with an annualized return of 4.37%, while FIVFX has yielded a comparatively higher 6.34% annualized return.
FSCOX
13.23%
8.15%
8.54%
9.54%
4.68%
4.37%
FIVFX
13.11%
11.33%
9.33%
9.71%
8.76%
6.34%
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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 Rank
FSCOX
FIVFX
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.
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Dividends
FSCOX vs. FIVFX - Dividend Comparison
FSCOX's dividend yield for the trailing twelve months is around 1.37%, more than FIVFX's 0.69% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSCOX Fidelity International Small Cap Opportunities Fund | 1.37% | 1.55% | 0.93% | 0.02% | 0.13% | 0.00% | 0.84% | 1.05% | 0.77% | 1.15% | 1.47% | 1.47% |
FIVFX Fidelity International Capital Appreciation Fund | 0.69% | 0.78% | 0.38% | 0.05% | 0.00% | 0.17% | 0.58% | 0.47% | 0.33% | 0.68% | 1.98% | 6.09% |
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 -66.30%. Use the drawdown chart below to compare losses from any high point for FSCOX and FIVFX. For additional features, visit the drawdowns tool.
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Volatility
FSCOX vs. FIVFX - Volatility Comparison
The current volatility for Fidelity International Small Cap Opportunities Fund (FSCOX) is 1.85%, while Fidelity International Capital Appreciation Fund (FIVFX) has a volatility of 3.29%. This indicates that FSCOX experiences smaller price fluctuations and is considered to be less risky than FIVFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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