FSOAX vs. FSPSX
Compare and contrast key facts about Fidelity Advisor Value Strategies Fund Class A (FSOAX) and Fidelity International Index Fund (FSPSX).
FSOAX is managed by Fidelity. It was launched on Sep 3, 1996. FSPSX is a passively managed fund by Fidelity that tracks the performance of the MSCI ACWI ex USA IMI Index. It was launched on Nov 5, 1997.
Performance
FSOAX vs. FSPSX - Performance Comparison
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FSOAX vs. FSPSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FSOAX Fidelity Advisor Value Strategies Fund Class A | 3.38% | -2.17% | -3.64% | 20.24% | -7.61% | 32.95% | 7.95% | 34.16% | -17.02% | 17.21% |
FSPSX Fidelity International Index Fund | -1.94% | 31.98% | 3.70% | 18.31% | -14.23% | 11.45% | 8.16% | 22.03% | -13.55% | 25.37% |
Returns By Period
In the year-to-date period, FSOAX achieves a 3.38% return, which is significantly higher than FSPSX's -1.94% return. Both investments have delivered pretty close results over the past 10 years, with FSOAX having a 8.30% annualized return and FSPSX not far ahead at 8.65%.
FSOAX
- 1D
- -0.87%
- 1M
- -8.93%
- YTD
- 3.38%
- 6M
- -2.14%
- 1Y
- 9.87%
- 3Y*
- 5.02%
- 5Y*
- 4.27%
- 10Y*
- 8.30%
FSPSX
- 1D
- 0.42%
- 1M
- -10.86%
- YTD
- -1.94%
- 6M
- 2.58%
- 1Y
- 19.89%
- 3Y*
- 13.50%
- 5Y*
- 7.96%
- 10Y*
- 8.65%
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FSOAX vs. FSPSX - Expense Ratio Comparison
FSOAX has a 1.13% expense ratio, which is higher than FSPSX's 0.04% expense ratio.
Return for Risk
FSOAX vs. FSPSX — Risk / Return Rank
FSOAX
FSPSX
FSOAX vs. FSPSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Value Strategies Fund Class A (FSOAX) and Fidelity International Index Fund (FSPSX). 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.
| FSOAX | FSPSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.41 | 1.11 | -0.71 |
Sortino ratioReturn per unit of downside risk | 0.71 | 1.56 | -0.85 |
Omega ratioGain probability vs. loss probability | 1.10 | 1.23 | -0.12 |
Calmar ratioReturn relative to maximum drawdown | 0.50 | 1.54 | -1.04 |
Martin ratioReturn relative to average drawdown | 1.81 | 5.93 | -4.12 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FSOAX | FSPSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.41 | 1.11 | -0.71 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.20 | 0.51 | -0.30 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.37 | 0.53 | -0.15 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.46 | -0.08 |
Correlation
The correlation between FSOAX and FSPSX 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.
Dividends
FSOAX vs. FSPSX - Dividend Comparison
FSOAX has not paid dividends to shareholders, while FSPSX's dividend yield for the trailing twelve months is around 3.22%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSOAX Fidelity Advisor Value Strategies Fund Class A | 0.00% | 0.00% | 0.00% | 2.90% | 2.43% | 8.70% | 0.82% | 5.59% | 17.03% | 7.64% | 22.64% | 1.10% |
FSPSX Fidelity International Index Fund | 3.22% | 3.15% | 3.27% | 2.79% | 2.66% | 3.07% | 1.84% | 3.18% | 2.79% | 2.50% | 3.08% | 2.79% |
Drawdowns
FSOAX vs. FSPSX - Drawdown Comparison
The maximum FSOAX drawdown since its inception was -70.02%, which is greater than FSPSX's maximum drawdown of -33.69%. Use the drawdown chart below to compare losses from any high point for FSOAX and FSPSX.
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Drawdown Indicators
| FSOAX | FSPSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -70.02% | -33.69% | -36.33% |
Max Drawdown (1Y)Largest decline over 1 year | -15.26% | -11.39% | -3.87% |
Max Drawdown (5Y)Largest decline over 5 years | -35.33% | -29.41% | -5.92% |
Max Drawdown (10Y)Largest decline over 10 years | -47.99% | -33.69% | -14.30% |
Current DrawdownCurrent decline from peak | -17.87% | -10.86% | -7.01% |
Average DrawdownAverage peak-to-trough decline | -10.00% | -6.59% | -3.41% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.24% | 2.96% | +1.28% |
Volatility
FSOAX vs. FSPSX - Volatility Comparison
The current volatility for Fidelity Advisor Value Strategies Fund Class A (FSOAX) is 5.24%, while Fidelity International Index Fund (FSPSX) has a volatility of 7.04%. This indicates that FSOAX experiences smaller price fluctuations and is considered to be less risky than FSPSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FSOAX | FSPSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.24% | 7.04% | -1.80% |
Volatility (6M)Calculated over the trailing 6-month period | 16.23% | 10.63% | +5.60% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.58% | 16.79% | +7.79% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.20% | 15.77% | +5.43% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.24% | 16.47% | +5.77% |