FSOPX vs. DFISX
Compare and contrast key facts about Fidelity Series Small Cap Opportunities Fund (FSOPX) and DFA International Small Company Portfolio (DFISX).
FSOPX is managed by Fidelity. It was launched on Mar 22, 2007. DFISX is managed by Dimensional. It was launched on Sep 30, 1996.
Performance
FSOPX vs. DFISX - Performance Comparison
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FSOPX vs. DFISX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FSOPX Fidelity Series Small Cap Opportunities Fund | 0.86% | 15.81% | 15.31% | 20.38% | -17.82% | 23.39% | 17.03% | 29.92% | -8.12% | 11.10% |
DFISX DFA International Small Company Portfolio | -1.97% | 36.35% | 3.76% | 14.46% | -17.13% | 10.71% | 9.27% | 24.18% | -19.42% | 24.78% |
Returns By Period
In the year-to-date period, FSOPX achieves a 0.86% return, which is significantly higher than DFISX's -1.97% return. Over the past 10 years, FSOPX has outperformed DFISX with an annualized return of 11.50%, while DFISX has yielded a comparatively lower 7.66% annualized return.
FSOPX
- 1D
- -1.74%
- 1M
- -8.30%
- YTD
- 0.86%
- 6M
- 6.56%
- 1Y
- 28.20%
- 3Y*
- 15.63%
- 5Y*
- 8.26%
- 10Y*
- 11.50%
DFISX
- 1D
- -0.34%
- 1M
- -11.77%
- YTD
- -1.97%
- 6M
- 2.11%
- 1Y
- 26.89%
- 3Y*
- 14.28%
- 5Y*
- 6.58%
- 10Y*
- 7.66%
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FSOPX vs. DFISX - Expense Ratio Comparison
FSOPX has a 0.00% expense ratio, which is lower than DFISX's 0.39% expense ratio.
Return for Risk
FSOPX vs. DFISX — Risk / Return Rank
FSOPX
DFISX
FSOPX vs. DFISX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Series Small Cap Opportunities Fund (FSOPX) and DFA International Small Company Portfolio (DFISX). 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.
| FSOPX | DFISX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.26 | 1.66 | -0.41 |
Sortino ratioReturn per unit of downside risk | 1.84 | 2.15 | -0.31 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.33 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.84 | 2.04 | -0.21 |
Martin ratioReturn relative to average drawdown | 7.90 | 7.97 | -0.07 |
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
| FSOPX | DFISX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.26 | 1.66 | -0.41 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.38 | 0.42 | -0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.53 | 0.48 | +0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.36 | 0.44 | -0.09 |
Correlation
The correlation between FSOPX and DFISX is 0.71, 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
FSOPX vs. DFISX - Dividend Comparison
FSOPX's dividend yield for the trailing twelve months is around 4.38%, more than DFISX's 3.21% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSOPX Fidelity Series Small Cap Opportunities Fund | 4.38% | 4.41% | 9.41% | 0.98% | 5.16% | 30.85% | 2.01% | 6.67% | 13.99% | 10.31% | 0.69% | 5.93% |
DFISX DFA International Small Company Portfolio | 3.21% | 3.19% | 3.39% | 3.01% | 3.51% | 3.06% | 1.71% | 4.54% | 7.74% | 1.27% | 4.44% | 4.47% |
Drawdowns
FSOPX vs. DFISX - Drawdown Comparison
The maximum FSOPX drawdown since its inception was -61.75%, roughly equal to the maximum DFISX drawdown of -60.66%. Use the drawdown chart below to compare losses from any high point for FSOPX and DFISX.
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Drawdown Indicators
| FSOPX | DFISX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.75% | -60.66% | -1.09% |
Max Drawdown (1Y)Largest decline over 1 year | -13.87% | -11.96% | -1.91% |
Max Drawdown (5Y)Largest decline over 5 years | -30.06% | -35.06% | +5.00% |
Max Drawdown (10Y)Largest decline over 10 years | -39.15% | -43.00% | +3.85% |
Current DrawdownCurrent decline from peak | -9.71% | -11.77% | +2.06% |
Average DrawdownAverage peak-to-trough decline | -10.45% | -11.69% | +1.24% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.22% | 3.06% | +0.16% |
Volatility
FSOPX vs. DFISX - Volatility Comparison
Fidelity Series Small Cap Opportunities Fund (FSOPX) has a higher volatility of 6.88% compared to DFA International Small Company Portfolio (DFISX) at 5.90%. This indicates that FSOPX's price experiences larger fluctuations and is considered to be riskier than DFISX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FSOPX | DFISX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.88% | 5.90% | +0.98% |
Volatility (6M)Calculated over the trailing 6-month period | 13.05% | 10.04% | +3.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.21% | 15.38% | +6.83% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.63% | 15.75% | +5.88% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.90% | 16.11% | +5.79% |