ISCAX vs. FSCOX
Compare and contrast key facts about Federated Hermes International Small-Mid Company Fund (ISCAX) and Fidelity International Small Cap Opportunities Fund (FSCOX).
ISCAX is managed by Federated. It was launched on Feb 27, 1996. FSCOX is managed by Fidelity. It was launched on Aug 2, 2005.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ISCAX or FSCOX.
Key characteristics
| ISCAX | FSCOX | |
|---|---|---|
| YTD Return | 7.65% | 4.36% |
| 1Y Return | 15.17% | 16.82% |
| 3Y Return (Ann) | -6.45% | -4.96% |
| 5Y Return (Ann) | 2.79% | 5.17% |
| 10Y Return (Ann) | 0.23% | 7.50% |
| Sharpe Ratio | 1.17 | 1.26 |
| Sortino Ratio | 1.65 | 1.82 |
| Omega Ratio | 1.21 | 1.23 |
| Calmar Ratio | 0.39 | 0.59 |
| Martin Ratio | 6.05 | 6.69 |
| Ulcer Index | 2.53% | 2.49% |
| Daily Std Dev | 13.10% | 13.15% |
| Max Drawdown | -71.36% | -72.13% |
| Current Drawdown | -29.35% | -15.98% |
Correlation
The correlation between ISCAX and FSCOX 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.
Performance
ISCAX vs. FSCOX - Performance Comparison
In the year-to-date period, ISCAX achieves a 7.65% return, which is significantly higher than FSCOX's 4.36% return. Over the past 10 years, ISCAX has underperformed FSCOX with an annualized return of 0.23%, while FSCOX has yielded a comparatively higher 7.50% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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ISCAX vs. FSCOX - Expense Ratio Comparison
ISCAX has a 1.24% expense ratio, which is higher than FSCOX's 1.23% expense ratio.
Risk-Adjusted Performance
ISCAX vs. FSCOX - 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 International Small Cap Opportunities Fund (FSCOX). 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. FSCOX - Dividend Comparison
ISCAX's dividend yield for the trailing twelve months is around 0.78%, less than FSCOX's 0.89% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ISCAX Federated Hermes International Small-Mid Company Fund | 0.78% | 0.84% | 0.80% | 0.39% | 0.00% | 0.20% | 1.16% | 0.00% | 0.00% | 0.45% | 0.00% | 0.05% |
FSCOX Fidelity International Small Cap Opportunities Fund | 0.89% | 0.93% | 0.02% | 0.13% | 0.00% | 0.84% | 1.05% | 0.77% | 1.15% | 1.47% | 1.47% | 1.87% |
Drawdowns
ISCAX vs. FSCOX - Drawdown Comparison
The maximum ISCAX drawdown since its inception was -71.36%, roughly equal to the maximum FSCOX drawdown of -72.13%. Use the drawdown chart below to compare losses from any high point for ISCAX and FSCOX. For additional features, visit the drawdowns tool.
Volatility
ISCAX vs. FSCOX - Volatility Comparison
Federated Hermes International Small-Mid Company Fund (ISCAX) and Fidelity International Small Cap Opportunities Fund (FSCOX) have volatilities of 3.67% and 3.69%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.