FTIEX vs. FEQIX
Compare and contrast key facts about Fidelity Total International Equity Fund (FTIEX) and Fidelity Equity-Income Fund (FEQIX).
FTIEX is managed by Fidelity. It was launched on Nov 1, 2007. FEQIX is managed by Fidelity. It was launched on May 16, 1966.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FTIEX or FEQIX.
Correlation
The correlation between FTIEX and FEQIX is 0.80, 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
FTIEX vs. FEQIX - Performance Comparison
Key characteristics
FTIEX:
0.59
FEQIX:
0.28
FTIEX:
0.93
FEQIX:
0.49
FTIEX:
1.13
FEQIX:
1.07
FTIEX:
0.72
FEQIX:
0.26
FTIEX:
2.50
FEQIX:
0.88
FTIEX:
4.09%
FEQIX:
4.74%
FTIEX:
17.33%
FEQIX:
14.99%
FTIEX:
-61.67%
FEQIX:
-62.07%
FTIEX:
-2.61%
FEQIX:
-9.25%
Returns By Period
In the year-to-date period, FTIEX achieves a 8.00% return, which is significantly higher than FEQIX's -0.07% return. Over the past 10 years, FTIEX has outperformed FEQIX with an annualized return of 5.29%, while FEQIX has yielded a comparatively lower 4.35% annualized return.
FTIEX
8.00%
-0.97%
3.37%
10.61%
10.42%
5.29%
FEQIX
-0.07%
-3.56%
-5.80%
4.08%
9.82%
4.35%
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FTIEX vs. FEQIX - Expense Ratio Comparison
FTIEX has a 1.05% expense ratio, which is higher than FEQIX's 0.57% expense ratio.
Risk-Adjusted Performance
FTIEX vs. FEQIX — Risk-Adjusted Performance Rank
FTIEX
FEQIX
FTIEX vs. FEQIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Total International Equity Fund (FTIEX) and Fidelity Equity-Income Fund (FEQIX). 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
FTIEX vs. FEQIX - Dividend Comparison
FTIEX's dividend yield for the trailing twelve months is around 1.46%, less than FEQIX's 1.75% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FTIEX Fidelity Total International Equity Fund | 1.46% | 1.57% | 1.33% | 1.07% | 1.95% | 0.72% | 1.66% | 1.00% | 1.60% | 1.47% | 1.25% | 3.92% |
FEQIX Fidelity Equity-Income Fund | 1.75% | 1.73% | 1.78% | 1.93% | 1.55% | 1.50% | 1.82% | 2.73% | 2.03% | 2.37% | 7.35% | 8.14% |
Drawdowns
FTIEX vs. FEQIX - Drawdown Comparison
The maximum FTIEX drawdown since its inception was -61.67%, roughly equal to the maximum FEQIX drawdown of -62.07%. Use the drawdown chart below to compare losses from any high point for FTIEX and FEQIX. For additional features, visit the drawdowns tool.
Volatility
FTIEX vs. FEQIX - Volatility Comparison
Fidelity Total International Equity Fund (FTIEX) and Fidelity Equity-Income Fund (FEQIX) have volatilities of 11.24% and 11.03%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.