ISCAX vs. FSCOX

In the year-to-date period, ISCAX achieves a 18.84% return, which is significantly higher than FSCOX's 13.23% return. Over the past 10 years, ISCAX has underperformed FSCOX with an annualized return of 1.29%, while FSCOX has yielded a comparatively higher 4.37% annualized return.

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ISCAX has a 1.24% expense ratio, which is higher than FSCOX's 1.23% expense ratio.

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.

The current ISCAX Sharpe Ratio is 1.05, which is higher than the FSCOX Sharpe Ratio of 0.62. The chart below compares the historical Sharpe Ratios of ISCAX and FSCOX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

ISCAX's dividend yield for the trailing twelve months is around 1.48%, more than FSCOX's 1.37% yield.

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.

Federated Hermes International Small-Mid Company Fund (ISCAX) has a higher volatility of 2.16% compared to Fidelity International Small Cap Opportunities Fund (FSCOX) at 1.85%. This indicates that ISCAX's price experiences larger fluctuations and is considered to be riskier than FSCOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.