FSOSX vs. FIVLX
Compare and contrast key facts about Fidelity Series Overseas Fund (FSOSX) and Fidelity International Value Fund (FIVLX).
FSOSX is managed by Fidelity. It was launched on Jun 21, 2019. FIVLX is managed by Fidelity. It was launched on May 18, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSOSX or FIVLX.
Key characteristics
| FSOSX | FIVLX | |
|---|---|---|
| YTD Return | 12.34% | 11.81% |
| 1Y Return | 23.20% | 18.93% |
| 3Y Return (Ann) | 2.04% | 7.94% |
| 5Y Return (Ann) | 9.59% | 9.29% |
| Sharpe Ratio | 1.71 | 1.47 |
| Daily Std Dev | 13.54% | 13.12% |
| Max Drawdown | -35.36% | -64.54% |
| Current Drawdown | -2.35% | -2.14% |
Correlation
The correlation between FSOSX and FIVLX is 0.87, 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
FSOSX vs. FIVLX - Performance Comparison
The year-to-date returns for both stocks are quite close, with FSOSX having a 12.34% return and FIVLX slightly lower at 11.81%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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FSOSX vs. FIVLX - Expense Ratio Comparison
FSOSX has a 0.01% expense ratio, which is lower than FIVLX's 1.01% expense ratio.
Risk-Adjusted Performance
FSOSX vs. FIVLX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Series Overseas Fund (FSOSX) and Fidelity International Value Fund (FIVLX). 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
FSOSX vs. FIVLX - Dividend Comparison
FSOSX's dividend yield for the trailing twelve months is around 1.46%, less than FIVLX's 1.84% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSOSX Fidelity Series Overseas Fund | 1.46% | 1.63% | 1.80% | 2.92% | 1.12% | 0.37% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FIVLX Fidelity International Value Fund | 1.84% | 2.06% | 1.85% | 4.35% | 1.74% | 3.54% | 3.33% | 1.66% | 2.71% | 1.44% | 3.94% | 4.51% |
Drawdowns
FSOSX vs. FIVLX - Drawdown Comparison
The maximum FSOSX drawdown since its inception was -35.36%, smaller than the maximum FIVLX drawdown of -64.54%. Use the drawdown chart below to compare losses from any high point for FSOSX and FIVLX. For additional features, visit the drawdowns tool.
Volatility
FSOSX vs. FIVLX - Volatility Comparison
The current volatility for Fidelity Series Overseas Fund (FSOSX) is 4.04%, while Fidelity International Value Fund (FIVLX) has a volatility of 4.38%. This indicates that FSOSX experiences smaller price fluctuations and is considered to be less risky than FIVLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.