PIPAX vs. FINVX
Compare and contrast key facts about PIMCO StocksPLUS® International Fund (U.S. Dollar-Hedged) Class A (PIPAX) and Fidelity Series International Value Fund (FINVX).
PIPAX is managed by PIMCO. It was launched on Oct 31, 2003. FINVX is managed by Fidelity. It was launched on Dec 3, 2009.
Performance
PIPAX vs. FINVX - Performance Comparison
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PIPAX vs. FINVX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PIPAX PIMCO StocksPLUS® International Fund (U.S. Dollar-Hedged) Class A | -0.96% | 16.57% | 14.37% | 21.29% | -9.30% | 18.02% | 3.78% | 25.94% | -10.40% | 18.30% |
FINVX Fidelity Series International Value Fund | -1.35% | 45.75% | 6.20% | 20.35% | -7.21% | 16.39% | 4.87% | 19.85% | -16.40% | 20.41% |
Returns By Period
In the year-to-date period, PIPAX achieves a -0.96% return, which is significantly higher than FINVX's -1.35% return. Over the past 10 years, PIPAX has outperformed FINVX with an annualized return of 11.00%, while FINVX has yielded a comparatively lower 10.07% annualized return.
PIPAX
- 1D
- 0.24%
- 1M
- -9.41%
- YTD
- -0.96%
- 6M
- -0.96%
- 1Y
- 11.06%
- 3Y*
- 13.66%
- 5Y*
- 9.76%
- 10Y*
- 11.00%
FINVX
- 1D
- 0.85%
- 1M
- -9.20%
- YTD
- -1.35%
- 6M
- 4.58%
- 1Y
- 26.12%
- 3Y*
- 20.18%
- 5Y*
- 13.04%
- 10Y*
- 10.07%
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PIPAX vs. FINVX - Expense Ratio Comparison
PIPAX has a 1.15% expense ratio, which is higher than FINVX's 0.01% expense ratio.
Return for Risk
PIPAX vs. FINVX — Risk / Return Rank
PIPAX
FINVX
PIPAX vs. FINVX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO StocksPLUS® International Fund (U.S. Dollar-Hedged) Class A (PIPAX) and Fidelity Series International Value Fund (FINVX). 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.
| PIPAX | FINVX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.55 | 1.42 | -0.87 |
Sortino ratioReturn per unit of downside risk | 0.76 | 1.92 | -1.16 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.29 | -0.16 |
Calmar ratioReturn relative to maximum drawdown | 0.56 | 1.90 | -1.33 |
Martin ratioReturn relative to average drawdown | 2.18 | 7.92 | -5.74 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| PIPAX | FINVX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.55 | 1.42 | -0.87 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.70 | 0.79 | -0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.76 | 0.56 | +0.20 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.51 | 0.35 | +0.16 |
Correlation
The correlation between PIPAX and FINVX is 0.68, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
PIPAX vs. FINVX - Dividend Comparison
PIPAX's dividend yield for the trailing twelve months is around 5.66%, less than FINVX's 11.35% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PIPAX PIMCO StocksPLUS® International Fund (U.S. Dollar-Hedged) Class A | 5.66% | 5.61% | 12.69% | 10.56% | 10.66% | 7.59% | 1.44% | 11.71% | 8.25% | 7.38% | 0.78% | 8.16% |
FINVX Fidelity Series International Value Fund | 11.35% | 11.20% | 4.14% | 3.29% | 3.33% | 5.01% | 2.83% | 4.05% | 4.05% | 3.14% | 2.62% | 2.14% |
Drawdowns
PIPAX vs. FINVX - Drawdown Comparison
The maximum PIPAX drawdown since its inception was -57.80%, which is greater than FINVX's maximum drawdown of -42.48%. Use the drawdown chart below to compare losses from any high point for PIPAX and FINVX.
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Drawdown Indicators
| PIPAX | FINVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.80% | -42.48% | -15.32% |
Max Drawdown (1Y)Largest decline over 1 year | -12.80% | -11.66% | -1.14% |
Max Drawdown (5Y)Largest decline over 5 years | -19.17% | -27.13% | +7.96% |
Max Drawdown (10Y)Largest decline over 10 years | -35.55% | -42.48% | +6.93% |
Current DrawdownCurrent decline from peak | -9.41% | -9.26% | -0.15% |
Average DrawdownAverage peak-to-trough decline | -7.39% | -9.11% | +1.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.63% | 2.94% | +0.69% |
Volatility
PIPAX vs. FINVX - Volatility Comparison
The current volatility for PIMCO StocksPLUS® International Fund (U.S. Dollar-Hedged) Class A (PIPAX) is 6.56%, while Fidelity Series International Value Fund (FINVX) has a volatility of 7.10%. This indicates that PIPAX experiences smaller price fluctuations and is considered to be less risky than FINVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PIPAX | FINVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.56% | 7.10% | -0.54% |
Volatility (6M)Calculated over the trailing 6-month period | 11.72% | 10.68% | +1.04% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.65% | 17.52% | -0.87% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.00% | 16.58% | -2.58% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.60% | 17.99% | -3.39% |