FZAJX vs. FINVX
Compare and contrast key facts about Fidelity Advisor International Growth Fund Class Z (FZAJX) and Fidelity Series International Value Fund (FINVX).
FZAJX is managed by Fidelity. It was launched on Aug 13, 2013. FINVX is managed by Fidelity. It was launched on Dec 3, 2009.
Performance
FZAJX vs. FINVX - Performance Comparison
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FZAJX vs. FINVX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FZAJX Fidelity Advisor International Growth Fund Class Z | -2.21% | 18.02% | 5.02% | 21.03% | -23.11% | 15.55% | 17.11% | 34.21% | -11.40% | 28.88% |
FINVX Fidelity Series International Value Fund | 1.28% | 45.75% | 6.20% | 20.35% | -7.21% | 16.39% | 4.87% | 19.85% | -16.40% | 20.41% |
Returns By Period
In the year-to-date period, FZAJX achieves a -2.21% return, which is significantly lower than FINVX's 1.28% return. Over the past 10 years, FZAJX has underperformed FINVX with an annualized return of 8.82%, while FINVX has yielded a comparatively higher 10.36% annualized return.
FZAJX
- 1D
- 3.84%
- 1M
- -8.74%
- YTD
- -2.21%
- 6M
- -2.02%
- 1Y
- 12.59%
- 3Y*
- 9.93%
- 5Y*
- 4.96%
- 10Y*
- 8.82%
FINVX
- 1D
- 2.66%
- 1M
- -5.05%
- YTD
- 1.28%
- 6M
- 7.30%
- 1Y
- 29.10%
- 3Y*
- 21.23%
- 5Y*
- 13.43%
- 10Y*
- 10.36%
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FZAJX vs. FINVX - Expense Ratio Comparison
FZAJX has a 0.87% expense ratio, which is higher than FINVX's 0.01% expense ratio.
Return for Risk
FZAJX vs. FINVX — Risk / Return Rank
FZAJX
FINVX
FZAJX vs. FINVX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor International Growth Fund Class Z (FZAJX) and Fidelity Series International Value Fund (FINVX). 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.
| FZAJX | FINVX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.69 | 1.68 | -0.99 |
Sortino ratioReturn per unit of downside risk | 1.08 | 2.23 | -1.15 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.34 | -0.19 |
Calmar ratioReturn relative to maximum drawdown | 0.90 | 2.41 | -1.51 |
Martin ratioReturn relative to average drawdown | 3.52 | 9.65 | -6.13 |
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
| FZAJX | FINVX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.69 | 1.68 | -0.99 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.28 | 0.81 | -0.53 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.50 | 0.58 | -0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.35 | +0.11 |
Correlation
The correlation between FZAJX and FINVX is 0.87, 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
FZAJX vs. FINVX - Dividend Comparison
FZAJX's dividend yield for the trailing twelve months is around 3.73%, less than FINVX's 11.06% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FZAJX Fidelity Advisor International Growth Fund Class Z | 3.73% | 3.65% | 1.00% | 0.61% | 1.81% | 2.03% | 0.22% | 1.11% | 1.04% | 0.12% | 1.40% | 0.92% |
FINVX Fidelity Series International Value Fund | 11.06% | 11.20% | 4.14% | 3.29% | 3.33% | 5.01% | 2.83% | 4.05% | 4.05% | 3.14% | 2.62% | 2.14% |
Drawdowns
FZAJX vs. FINVX - Drawdown Comparison
The maximum FZAJX drawdown since its inception was -34.84%, smaller than the maximum FINVX drawdown of -42.48%. Use the drawdown chart below to compare losses from any high point for FZAJX and FINVX.
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Drawdown Indicators
| FZAJX | FINVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.84% | -42.48% | +7.64% |
Max Drawdown (1Y)Largest decline over 1 year | -13.96% | -11.66% | -2.30% |
Max Drawdown (5Y)Largest decline over 5 years | -34.84% | -27.13% | -7.71% |
Max Drawdown (10Y)Largest decline over 10 years | -34.84% | -42.48% | +7.64% |
Current DrawdownCurrent decline from peak | -10.65% | -6.84% | -3.81% |
Average DrawdownAverage peak-to-trough decline | -6.68% | -9.11% | +2.43% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.58% | 2.91% | +0.67% |
Volatility
FZAJX vs. FINVX - Volatility Comparison
Fidelity Advisor International Growth Fund Class Z (FZAJX) has a higher volatility of 9.11% compared to Fidelity Series International Value Fund (FINVX) at 7.58%. This indicates that FZAJX's price experiences larger fluctuations and is considered to be riskier than FINVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FZAJX | FINVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.11% | 7.58% | +1.53% |
Volatility (6M)Calculated over the trailing 6-month period | 13.20% | 10.99% | +2.21% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.32% | 17.67% | +1.65% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.65% | 16.62% | +1.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.56% | 18.01% | -0.45% |