KF vs. FEMSX
Compare and contrast key facts about The Korea Fund Inc (KF) and Fidelity Series Emerging Markets Opportunities Fund (FEMSX).
KF is managed by Allianz Global Investors. It was launched on Aug 29, 1984. FEMSX is managed by Fidelity. It was launched on Dec 9, 2008.
Performance
KF vs. FEMSX - Performance Comparison
Loading graphics...
KF vs. FEMSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
KF The Korea Fund Inc | 26.17% | 99.36% | -19.29% | 12.34% | -30.02% | 8.44% | 37.14% | 6.83% | -19.26% | 42.50% |
FEMSX Fidelity Series Emerging Markets Opportunities Fund | 5.44% | 37.92% | 7.84% | 14.23% | -23.95% | -5.14% | 24.72% | 28.87% | -16.20% | 49.92% |
Returns By Period
In the year-to-date period, KF achieves a 26.17% return, which is significantly higher than FEMSX's 5.44% return. Both investments have delivered pretty close results over the past 10 years, with KF having a 11.32% annualized return and FEMSX not far behind at 10.88%.
KF
- 1D
- 2.06%
- 1M
- -16.48%
- YTD
- 26.17%
- 6M
- 50.66%
- 1Y
- 129.88%
- 3Y*
- 29.32%
- 5Y*
- 9.73%
- 10Y*
- 11.32%
FEMSX
- 1D
- 3.55%
- 1M
- -8.32%
- YTD
- 5.44%
- 6M
- 10.54%
- 1Y
- 38.82%
- 3Y*
- 19.32%
- 5Y*
- 4.35%
- 10Y*
- 10.88%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
KF vs. FEMSX - Expense Ratio Comparison
KF has a 0.02% expense ratio, which is higher than FEMSX's 0.01% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
KF vs. FEMSX — Risk / Return Rank
KF
FEMSX
KF vs. FEMSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for The Korea Fund Inc (KF) and Fidelity Series Emerging Markets Opportunities Fund (FEMSX). 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.
| KF | FEMSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 3.90 | 2.08 | +1.83 |
Sortino ratioReturn per unit of downside risk | 4.07 | 2.68 | +1.39 |
Omega ratioGain probability vs. loss probability | 1.60 | 1.40 | +0.19 |
Calmar ratioReturn relative to maximum drawdown | 5.21 | 2.89 | +2.32 |
Martin ratioReturn relative to average drawdown | 22.23 | 11.41 | +10.82 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| KF | FEMSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 3.90 | 2.08 | +1.83 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.39 | 0.23 | +0.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.46 | 0.57 | -0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.07 | 0.50 | -0.43 |
Correlation
The correlation between KF and FEMSX is 0.72, 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
KF vs. FEMSX - Dividend Comparison
KF's dividend yield for the trailing twelve months is around 0.95%, less than FEMSX's 2.32% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
KF The Korea Fund Inc | 0.95% | 1.20% | 2.46% | 0.00% | 15.93% | 26.50% | 1.30% | 0.24% | 18.67% | 9.75% | 1.03% | 13.66% |
FEMSX Fidelity Series Emerging Markets Opportunities Fund | 2.32% | 2.45% | 2.08% | 2.82% | 2.39% | 12.83% | 2.99% | 2.48% | 9.42% | 8.98% | 1.46% | 1.27% |
Drawdowns
KF vs. FEMSX - Drawdown Comparison
The maximum KF drawdown since its inception was -94.60%, which is greater than FEMSX's maximum drawdown of -44.16%. Use the drawdown chart below to compare losses from any high point for KF and FEMSX.
Loading graphics...
Drawdown Indicators
| KF | FEMSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -94.60% | -44.16% | -50.44% |
Max Drawdown (1Y)Largest decline over 1 year | -25.42% | -13.42% | -12.00% |
Max Drawdown (5Y)Largest decline over 5 years | -47.62% | -41.64% | -5.98% |
Max Drawdown (10Y)Largest decline over 10 years | -52.91% | -44.16% | -8.75% |
Current DrawdownCurrent decline from peak | -59.40% | -10.35% | -49.05% |
Average DrawdownAverage peak-to-trough decline | -60.91% | -13.52% | -47.39% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.96% | 3.40% | +2.56% |
Volatility
KF vs. FEMSX - Volatility Comparison
The Korea Fund Inc (KF) has a higher volatility of 17.51% compared to Fidelity Series Emerging Markets Opportunities Fund (FEMSX) at 10.41%. This indicates that KF's price experiences larger fluctuations and is considered to be riskier than FEMSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| KF | FEMSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 17.51% | 10.41% | +7.10% |
Volatility (6M)Calculated over the trailing 6-month period | 28.23% | 14.73% | +13.50% |
Volatility (1Y)Calculated over the trailing 1-year period | 33.47% | 19.16% | +14.31% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.00% | 18.65% | +6.35% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.61% | 19.13% | +5.48% |