FTIEX vs. FOCPX
Compare and contrast key facts about Fidelity Total International Equity Fund (FTIEX) and Fidelity OTC Portfolio (FOCPX).
FTIEX is managed by Fidelity. It was launched on Nov 1, 2007. FOCPX is managed by Fidelity. It was launched on Dec 31, 1984.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FTIEX or FOCPX.
Correlation
The correlation between FTIEX and FOCPX is 0.73, 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. FOCPX - Performance Comparison
Key characteristics
FTIEX:
1.30
FOCPX:
1.48
FTIEX:
1.85
FOCPX:
1.98
FTIEX:
1.23
FOCPX:
1.27
FTIEX:
1.57
FOCPX:
1.97
FTIEX:
4.70
FOCPX:
6.18
FTIEX:
3.58%
FOCPX:
4.62%
FTIEX:
12.98%
FOCPX:
19.37%
FTIEX:
-61.67%
FOCPX:
-69.01%
FTIEX:
0.00%
FOCPX:
-1.20%
Returns By Period
In the year-to-date period, FTIEX achieves a 9.31% return, which is significantly higher than FOCPX's 3.45% return. Over the past 10 years, FTIEX has underperformed FOCPX with an annualized return of 5.79%, while FOCPX has yielded a comparatively higher 17.47% annualized return.
FTIEX
9.31%
7.24%
5.77%
15.44%
6.27%
5.79%
FOCPX
3.45%
1.51%
13.66%
29.81%
17.87%
17.47%
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FTIEX vs. FOCPX - Expense Ratio Comparison
FTIEX has a 1.05% expense ratio, which is higher than FOCPX's 0.80% expense ratio.
Risk-Adjusted Performance
FTIEX vs. FOCPX — Risk-Adjusted Performance Rank
FTIEX
FOCPX
FTIEX vs. FOCPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Total International Equity Fund (FTIEX) and Fidelity OTC Portfolio (FOCPX). 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. FOCPX - Dividend Comparison
FTIEX's dividend yield for the trailing twelve months is around 1.44%, less than FOCPX's 13.16% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FTIEX Fidelity Total International Equity Fund | 1.44% | 1.57% | 1.33% | 1.07% | 1.95% | 0.72% | 1.66% | 1.00% | 1.60% | 1.47% | 1.25% | 3.92% |
FOCPX Fidelity OTC Portfolio | 13.16% | 13.61% | 0.05% | 4.06% | 11.53% | 6.23% | 7.58% | 7.93% | 4.86% | 3.24% | 5.41% | 12.91% |
Drawdowns
FTIEX vs. FOCPX - Drawdown Comparison
The maximum FTIEX drawdown since its inception was -61.67%, smaller than the maximum FOCPX drawdown of -69.01%. Use the drawdown chart below to compare losses from any high point for FTIEX and FOCPX. For additional features, visit the drawdowns tool.
Volatility
FTIEX vs. FOCPX - Volatility Comparison
The current volatility for Fidelity Total International Equity Fund (FTIEX) is 3.63%, while Fidelity OTC Portfolio (FOCPX) has a volatility of 6.48%. This indicates that FTIEX experiences smaller price fluctuations and is considered to be less risky than FOCPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.