ISCAX vs. FIEUX
Compare and contrast key facts about Federated Hermes International Small-Mid Company Fund (ISCAX) and Fidelity Europe Fund (FIEUX).
ISCAX is managed by Federated. It was launched on Feb 27, 1996. FIEUX is managed by Fidelity. It was launched on Oct 1, 1986.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ISCAX or FIEUX.
Correlation
The correlation between ISCAX and FIEUX is 0.81, 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
ISCAX vs. FIEUX - Performance Comparison
Key characteristics
ISCAX:
0.85
FIEUX:
0.70
ISCAX:
1.23
FIEUX:
1.06
ISCAX:
1.17
FIEUX:
1.14
ISCAX:
0.42
FIEUX:
0.52
ISCAX:
3.80
FIEUX:
2.57
ISCAX:
3.66%
FIEUX:
4.66%
ISCAX:
16.33%
FIEUX:
17.10%
ISCAX:
-71.36%
FIEUX:
-59.38%
ISCAX:
-23.12%
FIEUX:
-13.69%
Returns By Period
In the year-to-date period, ISCAX achieves a 8.95% return, which is significantly lower than FIEUX's 11.30% return. Over the past 10 years, ISCAX has underperformed FIEUX with an annualized return of 0.74%, while FIEUX has yielded a comparatively higher 1.98% annualized return.
ISCAX
8.95%
-2.56%
4.52%
14.71%
8.33%
0.74%
FIEUX
11.30%
-2.75%
4.59%
12.45%
7.56%
1.98%
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ISCAX vs. FIEUX - Expense Ratio Comparison
ISCAX has a 1.24% expense ratio, which is higher than FIEUX's 1.06% expense ratio.
Risk-Adjusted Performance
ISCAX vs. FIEUX — Risk-Adjusted Performance Rank
ISCAX
FIEUX
ISCAX vs. FIEUX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Federated Hermes International Small-Mid Company Fund (ISCAX) and Fidelity Europe Fund (FIEUX). 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
ISCAX vs. FIEUX - Dividend Comparison
ISCAX's dividend yield for the trailing twelve months is around 1.61%, less than FIEUX's 2.95% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ISCAX Federated Hermes International Small-Mid Company Fund | 1.61% | 1.76% | 0.84% | 0.80% | 0.39% | 0.00% | 0.20% | 1.16% | 0.00% | 0.00% | 0.45% | 0.00% |
FIEUX Fidelity Europe Fund | 2.95% | 3.28% | 1.62% | 0.00% | 2.87% | 1.15% | 4.44% | 1.01% | 0.97% | 1.14% | 2.78% | 2.59% |
Drawdowns
ISCAX vs. FIEUX - Drawdown Comparison
The maximum ISCAX drawdown since its inception was -71.36%, which is greater than FIEUX's maximum drawdown of -59.38%. Use the drawdown chart below to compare losses from any high point for ISCAX and FIEUX. For additional features, visit the drawdowns tool.
Volatility
ISCAX vs. FIEUX - Volatility Comparison
The current volatility for Federated Hermes International Small-Mid Company Fund (ISCAX) is 9.36%, while Fidelity Europe Fund (FIEUX) has a volatility of 11.11%. This indicates that ISCAX experiences smaller price fluctuations and is considered to be less risky than FIEUX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.