LISIX vs. FEQIX

In the year-to-date period, LISIX achieves a 14.93% return, which is significantly higher than FEQIX's 5.86% return. Over the past 10 years, LISIX has underperformed FEQIX with an annualized return of 2.14%, while FEQIX has yielded a comparatively higher 4.88% annualized return.

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LISIX has a 0.80% expense ratio, which is higher than FEQIX's 0.57% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Lazard International Strategic Equity Portfolio R6 (LISIX) and Fidelity Equity-Income Fund (FEQIX). 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 LISIX Sharpe Ratio is -0.20, which is lower than the FEQIX Sharpe Ratio of 0.43. The chart below compares the historical Sharpe Ratios of LISIX and FEQIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

LISIX's dividend yield for the trailing twelve months is around 1.89%, more than FEQIX's 1.65% yield.

The maximum LISIX drawdown since its inception was -58.85%, smaller than the maximum FEQIX drawdown of -62.07%. Use the drawdown chart below to compare losses from any high point for LISIX and FEQIX. For additional features, visit the drawdowns tool.

The current volatility for Lazard International Strategic Equity Portfolio R6 (LISIX) is 2.89%, while Fidelity Equity-Income Fund (FEQIX) has a volatility of 4.27%. This indicates that LISIX experiences smaller price fluctuations and is considered to be less risky than FEQIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.