FZAEX vs. VEMAX
Compare and contrast key facts about Fidelity Advisor Focused Emerging Markets Fund Class Z (FZAEX) and Vanguard Emerging Markets Stock Index Fund Admiral Shares (VEMAX).
FZAEX is managed by Fidelity. It was launched on Aug 13, 2013. VEMAX is managed by Vanguard. It was launched on Jun 23, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FZAEX or VEMAX.
Correlation
The correlation between FZAEX and VEMAX is 0.64, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
FZAEX vs. VEMAX - Performance Comparison
Key characteristics
FZAEX:
0.31
VEMAX:
0.65
FZAEX:
0.60
VEMAX:
1.00
FZAEX:
1.08
VEMAX:
1.13
FZAEX:
0.24
VEMAX:
0.56
FZAEX:
0.87
VEMAX:
1.93
FZAEX:
7.38%
VEMAX:
5.32%
FZAEX:
19.69%
VEMAX:
15.74%
FZAEX:
-43.60%
VEMAX:
-66.45%
FZAEX:
-15.32%
VEMAX:
-6.38%
Returns By Period
In the year-to-date period, FZAEX achieves a 6.51% return, which is significantly higher than VEMAX's 4.60% return. Over the past 10 years, FZAEX has outperformed VEMAX with an annualized return of 4.53%, while VEMAX has yielded a comparatively lower 3.58% annualized return.
FZAEX
6.51%
9.32%
0.39%
6.14%
7.23%
4.53%
VEMAX
4.60%
9.93%
0.67%
10.20%
8.10%
3.58%
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FZAEX vs. VEMAX - Expense Ratio Comparison
FZAEX has a 0.90% expense ratio, which is higher than VEMAX's 0.14% expense ratio.
Risk-Adjusted Performance
FZAEX vs. VEMAX — Risk-Adjusted Performance Rank
FZAEX
VEMAX
FZAEX vs. VEMAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Focused Emerging Markets Fund Class Z (FZAEX) and Vanguard Emerging Markets Stock Index Fund Admiral Shares (VEMAX). 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
FZAEX vs. VEMAX - Dividend Comparison
FZAEX's dividend yield for the trailing twelve months is around 1.28%, less than VEMAX's 3.01% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FZAEX Fidelity Advisor Focused Emerging Markets Fund Class Z | 1.28% | 1.36% | 1.69% | 1.23% | 2.03% | 0.54% | 0.77% | 0.75% | 0.51% | 0.63% | 0.34% | 1.42% |
VEMAX Vanguard Emerging Markets Stock Index Fund Admiral Shares | 3.01% | 3.12% | 3.46% | 4.05% | 2.57% | 1.87% | 3.19% | 2.85% | 2.30% | 2.51% | 3.25% | 2.86% |
Drawdowns
FZAEX vs. VEMAX - Drawdown Comparison
The maximum FZAEX drawdown since its inception was -43.60%, smaller than the maximum VEMAX drawdown of -66.45%. Use the drawdown chart below to compare losses from any high point for FZAEX and VEMAX. For additional features, visit the drawdowns tool.
Volatility
FZAEX vs. VEMAX - Volatility Comparison
Fidelity Advisor Focused Emerging Markets Fund Class Z (FZAEX) has a higher volatility of 4.68% compared to Vanguard Emerging Markets Stock Index Fund Admiral Shares (VEMAX) at 4.16%. This indicates that FZAEX's price experiences larger fluctuations and is considered to be riskier than VEMAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.