GSAGX vs. FHKIX
Compare and contrast key facts about Goldman Sachs China Equity Fund (GSAGX) and Fidelity Advisor China Region Fund Class I (FHKIX).
GSAGX is managed by Goldman Sachs. It was launched on Jul 7, 1994. FHKIX is managed by Fidelity. It was launched on May 9, 2008.
Performance
GSAGX vs. FHKIX - Performance Comparison
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GSAGX vs. FHKIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
GSAGX Goldman Sachs China Equity Fund | -4.85% | 32.36% | 13.00% | -18.78% | -30.71% | -14.26% | 48.21% | 26.22% | -18.45% | 51.62% |
FHKIX Fidelity Advisor China Region Fund Class I | 5.50% | 42.60% | 23.15% | -0.28% | -23.85% | -13.71% | 47.80% | 35.11% | -17.43% | 51.93% |
Returns By Period
In the year-to-date period, GSAGX achieves a -4.85% return, which is significantly lower than FHKIX's 5.50% return. Over the past 10 years, GSAGX has underperformed FHKIX with an annualized return of 4.63%, while FHKIX has yielded a comparatively higher 12.16% annualized return.
GSAGX
- 1D
- 0.41%
- 1M
- -8.08%
- YTD
- -4.85%
- 6M
- -9.33%
- 1Y
- 13.18%
- 3Y*
- 4.82%
- 5Y*
- -6.70%
- 10Y*
- 4.63%
FHKIX
- 1D
- -0.66%
- 1M
- -9.04%
- YTD
- 5.50%
- 6M
- 6.28%
- 1Y
- 43.84%
- 3Y*
- 19.88%
- 5Y*
- 2.81%
- 10Y*
- 12.16%
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GSAGX vs. FHKIX - Expense Ratio Comparison
GSAGX has a 1.47% expense ratio, which is higher than FHKIX's 0.93% expense ratio.
Return for Risk
GSAGX vs. FHKIX — Risk / Return Rank
GSAGX
FHKIX
GSAGX vs. FHKIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Goldman Sachs China Equity Fund (GSAGX) and Fidelity Advisor China Region Fund Class I (FHKIX). 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.
| GSAGX | FHKIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.65 | 1.87 | -1.21 |
Sortino ratioReturn per unit of downside risk | 0.97 | 2.41 | -1.44 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.35 | -0.21 |
Calmar ratioReturn relative to maximum drawdown | 0.82 | 2.51 | -1.69 |
Martin ratioReturn relative to average drawdown | 2.77 | 9.74 | -6.97 |
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
| GSAGX | FHKIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.65 | 1.87 | -1.21 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.27 | 0.12 | -0.38 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.21 | 0.55 | -0.35 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.14 | 0.33 | -0.19 |
Correlation
The correlation between GSAGX and FHKIX is 0.89, 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
GSAGX vs. FHKIX - Dividend Comparison
GSAGX's dividend yield for the trailing twelve months is around 1.41%, less than FHKIX's 1.74% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GSAGX Goldman Sachs China Equity Fund | 1.41% | 1.34% | 1.40% | 0.89% | 0.00% | 6.78% | 5.02% | 0.57% | 6.92% | 1.35% | 0.00% | 0.00% |
FHKIX Fidelity Advisor China Region Fund Class I | 1.74% | 1.84% | 1.44% | 1.89% | 1.04% | 10.81% | 4.90% | 0.65% | 0.79% | 0.44% | 1.40% | 15.62% |
Drawdowns
GSAGX vs. FHKIX - Drawdown Comparison
The maximum GSAGX drawdown since its inception was -70.73%, which is greater than FHKIX's maximum drawdown of -58.42%. Use the drawdown chart below to compare losses from any high point for GSAGX and FHKIX.
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Drawdown Indicators
| GSAGX | FHKIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -70.73% | -58.42% | -12.31% |
Max Drawdown (1Y)Largest decline over 1 year | -13.89% | -15.94% | +2.05% |
Max Drawdown (5Y)Largest decline over 5 years | -58.97% | -53.83% | -5.14% |
Max Drawdown (10Y)Largest decline over 10 years | -63.98% | -58.42% | -5.56% |
Current DrawdownCurrent decline from peak | -42.86% | -10.80% | -32.06% |
Average DrawdownAverage peak-to-trough decline | -28.55% | -18.84% | -9.71% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.61% | 4.11% | +0.50% |
Volatility
GSAGX vs. FHKIX - Volatility Comparison
The current volatility for Goldman Sachs China Equity Fund (GSAGX) is 6.15%, while Fidelity Advisor China Region Fund Class I (FHKIX) has a volatility of 9.27%. This indicates that GSAGX experiences smaller price fluctuations and is considered to be less risky than FHKIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| GSAGX | FHKIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.15% | 9.27% | -3.12% |
Volatility (6M)Calculated over the trailing 6-month period | 12.75% | 16.45% | -3.70% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.72% | 23.16% | -3.44% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.37% | 23.95% | +1.42% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.52% | 22.09% | +0.43% |