FSTSX vs. OPGIX
Compare and contrast key facts about Fidelity Series International Small Cap Fund (FSTSX) and Invesco Global Opportunities Fund Class A (OPGIX).
FSTSX is managed by Fidelity. It was launched on Dec 3, 2009. OPGIX is managed by Invesco. It was launched on Oct 22, 1990.
Performance
FSTSX vs. OPGIX - Performance Comparison
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FSTSX vs. OPGIX - 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% |
OPGIX Invesco Global Opportunities Fund Class A | -2.76% | 7.12% | -7.47% | 17.34% | -41.63% | 0.02% | 39.82% | 27.74% | -18.26% | 52.59% |
Returns By Period
In the year-to-date period, FSTSX achieves a -4.92% return, which is significantly lower than OPGIX's -2.76% return. Over the past 10 years, FSTSX has outperformed OPGIX with an annualized return of 8.86%, while OPGIX has yielded a comparatively lower 5.38% 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%
OPGIX
- 1D
- -1.29%
- 1M
- -10.08%
- YTD
- -2.76%
- 6M
- -3.84%
- 1Y
- 11.97%
- 3Y*
- 0.49%
- 5Y*
- -8.12%
- 10Y*
- 5.38%
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FSTSX vs. OPGIX - Expense Ratio Comparison
FSTSX has a 0.03% expense ratio, which is lower than OPGIX's 1.04% expense ratio.
Return for Risk
FSTSX vs. OPGIX — Risk / Return Rank
FSTSX
OPGIX
FSTSX vs. OPGIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Series International Small Cap Fund (FSTSX) and Invesco Global Opportunities Fund Class A (OPGIX). 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 | OPGIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.05 | 0.66 | +0.39 |
Sortino ratioReturn per unit of downside risk | 1.48 | 1.08 | +0.39 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.14 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.30 | 0.17 | +1.13 |
Martin ratioReturn relative to average drawdown | 4.56 | 0.66 | +3.90 |
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
| FSTSX | OPGIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.05 | 0.66 | +0.39 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.33 | -0.37 | +0.70 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | 0.24 | +0.32 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.58 | 0.47 | +0.11 |
Correlation
The correlation between FSTSX and OPGIX is 0.76, 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. OPGIX - Dividend Comparison
FSTSX's dividend yield for the trailing twelve months is around 16.03%, more than OPGIX's 0.11% 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% |
OPGIX Invesco Global Opportunities Fund Class A | 0.11% | 0.11% | 0.01% | 0.00% | 0.00% | 5.29% | 8.95% | 6.16% | 10.87% | 2.32% | 7.86% | 0.66% |
Drawdowns
FSTSX vs. OPGIX - Drawdown Comparison
The maximum FSTSX drawdown since its inception was -38.91%, smaller than the maximum OPGIX drawdown of -62.57%. Use the drawdown chart below to compare losses from any high point for FSTSX and OPGIX.
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Drawdown Indicators
| FSTSX | OPGIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.91% | -62.57% | +23.66% |
Max Drawdown (1Y)Largest decline over 1 year | -11.22% | -10.97% | -0.25% |
Max Drawdown (5Y)Largest decline over 5 years | -38.91% | -52.49% | +13.58% |
Max Drawdown (10Y)Largest decline over 10 years | -38.91% | -54.65% | +15.74% |
Current DrawdownCurrent decline from peak | -11.22% | -42.42% | +31.20% |
Average DrawdownAverage peak-to-trough decline | -7.95% | -15.63% | +7.68% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.19% | 4.32% | -1.13% |
Volatility
FSTSX vs. OPGIX - Volatility Comparison
The current volatility for Fidelity Series International Small Cap Fund (FSTSX) is 6.05%, while Invesco Global Opportunities Fund Class A (OPGIX) has a volatility of 6.40%. This indicates that FSTSX experiences smaller price fluctuations and is considered to be less risky than OPGIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FSTSX | OPGIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.05% | 6.40% | -0.35% |
Volatility (6M)Calculated over the trailing 6-month period | 9.68% | 12.53% | -2.85% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.21% | 19.32% | -4.11% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.26% | 22.56% | -6.30% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.80% | 22.50% | -6.70% |