FSTSX vs. GISOX
Compare and contrast key facts about Fidelity Series International Small Cap Fund (FSTSX) and Grandeur Peak International Stalwarts Fund (GISOX).
FSTSX is managed by Fidelity. It was launched on Dec 3, 2009. GISOX is managed by Grandeur Peak Funds. It was launched on Aug 31, 2015.
Performance
FSTSX vs. GISOX - Performance Comparison
Loading graphics...
FSTSX vs. GISOX - 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% |
GISOX Grandeur Peak International Stalwarts Fund | -4.04% | 9.82% | -10.00% | 14.58% | -37.61% | 24.41% | 38.16% | 31.57% | -17.66% | 36.78% |
Returns By Period
In the year-to-date period, FSTSX achieves a -4.92% return, which is significantly lower than GISOX's -4.04% return. Over the past 10 years, FSTSX has outperformed GISOX with an annualized return of 8.86%, while GISOX has yielded a comparatively lower 5.95% 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%
GISOX
- 1D
- -0.35%
- 1M
- -9.25%
- YTD
- -4.04%
- 6M
- -3.60%
- 1Y
- 10.46%
- 3Y*
- 1.48%
- 5Y*
- -3.52%
- 10Y*
- 5.95%
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. GISOX - Expense Ratio Comparison
FSTSX has a 0.03% expense ratio, which is lower than GISOX's 1.15% expense ratio.
Return for Risk
FSTSX vs. GISOX — Risk / Return Rank
FSTSX
GISOX
FSTSX vs. GISOX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Series International Small Cap Fund (FSTSX) and Grandeur Peak International Stalwarts Fund (GISOX). 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 | GISOX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.05 | 0.46 | +0.58 |
Sortino ratioReturn per unit of downside risk | 1.48 | 0.79 | +0.68 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.10 | +0.10 |
Calmar ratioReturn relative to maximum drawdown | 1.30 | 0.60 | +0.70 |
Martin ratioReturn relative to average drawdown | 4.56 | 1.50 | +3.07 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| FSTSX | GISOX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.05 | 0.46 | +0.58 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.33 | -0.18 | +0.51 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | 0.32 | +0.24 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.58 | 0.33 | +0.24 |
Correlation
The correlation between FSTSX and GISOX is 0.86, 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. GISOX - Dividend Comparison
FSTSX's dividend yield for the trailing twelve months is around 16.03%, more than GISOX's 0.53% 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% |
GISOX Grandeur Peak International Stalwarts Fund | 0.53% | 0.50% | 0.45% | 0.54% | 0.10% | 8.61% | 0.21% | 0.14% | 2.76% | 1.38% | 0.29% | 0.00% |
Drawdowns
FSTSX vs. GISOX - Drawdown Comparison
The maximum FSTSX drawdown since its inception was -38.91%, smaller than the maximum GISOX drawdown of -47.98%. Use the drawdown chart below to compare losses from any high point for FSTSX and GISOX.
Loading graphics...
Drawdown Indicators
| FSTSX | GISOX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.91% | -47.98% | +9.07% |
Max Drawdown (1Y)Largest decline over 1 year | -11.22% | -10.42% | -0.80% |
Max Drawdown (5Y)Largest decline over 5 years | -38.91% | -47.98% | +9.07% |
Max Drawdown (10Y)Largest decline over 10 years | -38.91% | -47.98% | +9.07% |
Current DrawdownCurrent decline from peak | -11.22% | -34.86% | +23.64% |
Average DrawdownAverage peak-to-trough decline | -7.95% | -17.40% | +9.45% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.19% | 4.17% | -0.98% |
Volatility
FSTSX vs. GISOX - Volatility Comparison
The current volatility for Fidelity Series International Small Cap Fund (FSTSX) is 6.05%, while Grandeur Peak International Stalwarts Fund (GISOX) has a volatility of 7.57%. This indicates that FSTSX experiences smaller price fluctuations and is considered to be less risky than GISOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| FSTSX | GISOX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.05% | 7.57% | -1.52% |
Volatility (6M)Calculated over the trailing 6-month period | 9.68% | 11.70% | -2.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.21% | 18.22% | -3.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.26% | 19.77% | -3.51% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.80% | 18.59% | -2.79% |