JDIUX vs. FTIHX
Compare and contrast key facts about John Hancock Disciplined Value International Fund (JDIUX) and Fidelity Total International Index Fund (FTIHX).
JDIUX is managed by John Hancock. It was launched on Dec 29, 2011. FTIHX is a passively managed fund by Fidelity that tracks the performance of the MSCI ACWI (All Country World Index) ex USA Investable Market Index. It was launched on Jun 7, 2016.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JDIUX or FTIHX.
Correlation
The correlation between JDIUX and FTIHX is 0.93, 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
JDIUX vs. FTIHX - Performance Comparison
Key characteristics
JDIUX:
0.20
FTIHX:
1.16
JDIUX:
0.34
FTIHX:
1.66
JDIUX:
1.05
FTIHX:
1.21
JDIUX:
0.15
FTIHX:
1.42
JDIUX:
0.39
FTIHX:
3.57
JDIUX:
8.12%
FTIHX:
3.95%
JDIUX:
15.50%
FTIHX:
12.11%
JDIUX:
-45.52%
FTIHX:
-35.75%
JDIUX:
-12.18%
FTIHX:
-1.57%
Returns By Period
In the year-to-date period, JDIUX achieves a 10.50% return, which is significantly higher than FTIHX's 7.45% return.
JDIUX
10.50%
8.25%
-9.29%
1.64%
5.78%
3.38%
FTIHX
7.45%
6.42%
3.44%
12.54%
5.94%
N/A
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JDIUX vs. FTIHX - Expense Ratio Comparison
JDIUX has a 0.84% expense ratio, which is higher than FTIHX's 0.06% expense ratio.
Risk-Adjusted Performance
JDIUX vs. FTIHX — Risk-Adjusted Performance Rank
JDIUX
FTIHX
JDIUX vs. FTIHX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for John Hancock Disciplined Value International Fund (JDIUX) and Fidelity Total International Index Fund (FTIHX). 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
JDIUX vs. FTIHX - Dividend Comparison
JDIUX's dividend yield for the trailing twelve months is around 1.98%, less than FTIHX's 2.68% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
JDIUX John Hancock Disciplined Value International Fund | 1.98% | 2.19% | 2.11% | 2.13% | 3.45% | 1.52% | 2.51% | 1.76% | 1.16% | 1.61% | 1.34% | 0.99% |
FTIHX Fidelity Total International Index Fund | 2.68% | 2.88% | 2.78% | 2.51% | 2.55% | 1.62% | 2.61% | 2.21% | 1.36% | 0.40% | 0.00% | 0.00% |
Drawdowns
JDIUX vs. FTIHX - Drawdown Comparison
The maximum JDIUX drawdown since its inception was -45.52%, which is greater than FTIHX's maximum drawdown of -35.75%. Use the drawdown chart below to compare losses from any high point for JDIUX and FTIHX. For additional features, visit the drawdowns tool.
Volatility
JDIUX vs. FTIHX - Volatility Comparison
John Hancock Disciplined Value International Fund (JDIUX) and Fidelity Total International Index Fund (FTIHX) have volatilities of 3.29% and 3.20%, 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.