FSCOX vs. ISCAX

In the year-to-date period, FSCOX achieves a 13.23% return, which is significantly lower than ISCAX's 18.84% return. Over the past 10 years, FSCOX has outperformed ISCAX with an annualized return of 4.37%, while ISCAX has yielded a comparatively lower 1.29% annualized return.

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FSCOX has a 1.23% expense ratio, which is lower than ISCAX's 1.24% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity International Small Cap Opportunities Fund (FSCOX) and Federated Hermes International Small-Mid Company Fund (ISCAX). 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.

The current FSCOX Sharpe Ratio is 0.62, which is lower than the ISCAX Sharpe Ratio of 1.05. The chart below compares the historical Sharpe Ratios of FSCOX and ISCAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FSCOX's dividend yield for the trailing twelve months is around 1.37%, less than ISCAX's 1.48% yield.

The maximum FSCOX drawdown since its inception was -72.13%, roughly equal to the maximum ISCAX drawdown of -71.36%. Use the drawdown chart below to compare losses from any high point for FSCOX and ISCAX. For additional features, visit the drawdowns tool.

The current volatility for Fidelity International Small Cap Opportunities Fund (FSCOX) is 1.85%, while Federated Hermes International Small-Mid Company Fund (ISCAX) has a volatility of 2.16%. This indicates that FSCOX experiences smaller price fluctuations and is considered to be less risky than ISCAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.