FSTSX vs. BISAX
Compare and contrast key facts about Fidelity Series International Small Cap Fund (FSTSX) and Brandes International Small Cap Equity Fund (BISAX).
FSTSX is managed by Fidelity. It was launched on Dec 3, 2009. BISAX is managed by Brandes. It was launched on Jan 30, 2012.
Performance
FSTSX vs. BISAX - Performance Comparison
Loading graphics...
FSTSX vs. BISAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FSTSX Fidelity Series International Small Cap Fund | -4.92% | 27.49% | 4.97% | 18.36% | -26.25% | 18.29% | 19.61% | 28.24% | -13.19% | 34.44% |
BISAX Brandes International Small Cap Equity Fund | -3.38% | 45.50% | 23.18% | 39.03% | -8.68% | 18.39% | 4.62% | 6.80% | -20.13% | 11.52% |
Returns By Period
In the year-to-date period, FSTSX achieves a -4.92% return, which is significantly lower than BISAX's -3.38% return. Over the past 10 years, FSTSX has underperformed BISAX with an annualized return of 8.86%, while BISAX has yielded a comparatively higher 10.46% annualized return.
FSTSX
- 1D
- -0.18%
- 1M
- -11.22%
- YTD
- -4.92%
- 6M
- -3.31%
- 1Y
- 17.66%
- 3Y*
- 11.76%
- 5Y*
- 5.42%
- 10Y*
- 8.86%
BISAX
- 1D
- -0.32%
- 1M
- -10.63%
- YTD
- -3.38%
- 6M
- -0.50%
- 1Y
- 27.29%
- 3Y*
- 28.48%
- 5Y*
- 18.25%
- 10Y*
- 10.46%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FSTSX vs. BISAX - Expense Ratio Comparison
FSTSX has a 0.03% expense ratio, which is lower than BISAX's 1.36% expense ratio.
Return for Risk
FSTSX vs. BISAX — Risk / Return Rank
FSTSX
BISAX
FSTSX vs. BISAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Series International Small Cap Fund (FSTSX) and Brandes International Small Cap Equity Fund (BISAX). 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.
| FSTSX | BISAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.05 | 1.91 | -0.86 |
Sortino ratioReturn per unit of downside risk | 1.48 | 2.48 | -1.01 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.36 | -0.15 |
Calmar ratioReturn relative to maximum drawdown | 1.30 | 2.12 | -0.82 |
Martin ratioReturn relative to average drawdown | 4.56 | 8.40 | -3.84 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| FSTSX | BISAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.05 | 1.91 | -0.86 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.33 | 1.34 | -1.00 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | 0.74 | -0.18 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.58 | 0.81 | -0.23 |
Correlation
The correlation between FSTSX and BISAX is 0.79, 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
FSTSX vs. BISAX - Dividend Comparison
FSTSX's dividend yield for the trailing twelve months is around 16.03%, more than BISAX's 3.34% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSTSX Fidelity Series International Small Cap Fund | 16.03% | 15.24% | 10.22% | 3.34% | 6.38% | 13.22% | 0.81% | 4.27% | 10.99% | 6.30% | 4.01% | 7.32% |
BISAX Brandes International Small Cap Equity Fund | 3.34% | 3.23% | 3.06% | 2.81% | 3.87% | 3.46% | 0.81% | 0.66% | 3.88% | 8.33% | 4.00% | 3.44% |
Drawdowns
FSTSX vs. BISAX - Drawdown Comparison
The maximum FSTSX drawdown since its inception was -38.91%, smaller than the maximum BISAX drawdown of -47.30%. Use the drawdown chart below to compare losses from any high point for FSTSX and BISAX.
Loading graphics...
Drawdown Indicators
| FSTSX | BISAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.91% | -47.30% | +8.39% |
Max Drawdown (1Y)Largest decline over 1 year | -11.22% | -11.63% | +0.41% |
Max Drawdown (5Y)Largest decline over 5 years | -38.91% | -31.44% | -7.47% |
Max Drawdown (10Y)Largest decline over 10 years | -38.91% | -47.30% | +8.39% |
Current DrawdownCurrent decline from peak | -11.22% | -11.35% | +0.13% |
Average DrawdownAverage peak-to-trough decline | -7.95% | -8.06% | +0.11% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.19% | 2.94% | +0.25% |
Volatility
FSTSX vs. BISAX - Volatility Comparison
Fidelity Series International Small Cap Fund (FSTSX) has a higher volatility of 6.05% compared to Brandes International Small Cap Equity Fund (BISAX) at 5.26%. This indicates that FSTSX's price experiences larger fluctuations and is considered to be riskier than BISAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| FSTSX | BISAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.05% | 5.26% | +0.79% |
Volatility (6M)Calculated over the trailing 6-month period | 9.68% | 9.06% | +0.62% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.21% | 13.38% | +1.83% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.26% | 13.74% | +2.52% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.80% | 14.19% | +1.61% |