POVSX vs. FINVX
Compare and contrast key facts about Putnam International Equity Fund (POVSX) and Fidelity Series International Value Fund (FINVX).
POVSX is managed by Putnam. It was launched on Feb 28, 1991. FINVX is managed by Fidelity. It was launched on Dec 3, 2009.
Performance
POVSX vs. FINVX - Performance Comparison
Loading graphics...
POVSX vs. FINVX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
POVSX Putnam International Equity Fund | 1.14% | 37.27% | -0.64% | 18.65% | -14.84% | 8.95% | 11.78% | 25.50% | -19.46% | 26.47% |
FINVX Fidelity Series International Value Fund | 1.28% | 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, POVSX achieves a 1.14% return, which is significantly lower than FINVX's 1.28% return. Over the past 10 years, POVSX has underperformed FINVX with an annualized return of 8.29%, while FINVX has yielded a comparatively higher 10.36% annualized return.
POVSX
- 1D
- 2.89%
- 1M
- -7.64%
- YTD
- 1.14%
- 6M
- 3.84%
- 1Y
- 27.01%
- 3Y*
- 14.42%
- 5Y*
- 7.76%
- 10Y*
- 8.29%
FINVX
- 1D
- 2.66%
- 1M
- -5.05%
- YTD
- 1.28%
- 6M
- 7.30%
- 1Y
- 29.10%
- 3Y*
- 21.23%
- 5Y*
- 13.43%
- 10Y*
- 10.36%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
POVSX vs. FINVX - Expense Ratio Comparison
POVSX has a 1.25% expense ratio, which is higher than FINVX's 0.01% expense ratio.
Return for Risk
POVSX vs. FINVX — Risk / Return Rank
POVSX
FINVX
POVSX vs. FINVX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Putnam International Equity Fund (POVSX) 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.
| POVSX | FINVX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.58 | 1.68 | -0.10 |
Sortino ratioReturn per unit of downside risk | 2.08 | 2.23 | -0.16 |
Omega ratioGain probability vs. loss probability | 1.30 | 1.34 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 2.13 | 2.41 | -0.28 |
Martin ratioReturn relative to average drawdown | 8.42 | 9.65 | -1.23 |
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
| POVSX | FINVX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.58 | 1.68 | -0.10 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.48 | 0.81 | -0.33 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.49 | 0.58 | -0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.41 | 0.35 | +0.05 |
Correlation
The correlation between POVSX and FINVX 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.
Dividends
POVSX vs. FINVX - Dividend Comparison
POVSX's dividend yield for the trailing twelve months is around 10.48%, less than FINVX's 11.06% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
POVSX Putnam International Equity Fund | 10.48% | 10.60% | 1.13% | 1.88% | 0.00% | 14.17% | 2.56% | 1.58% | 6.42% | 0.32% | 3.09% | 2.70% |
FINVX Fidelity Series International Value Fund | 11.06% | 11.20% | 4.14% | 3.29% | 3.33% | 5.01% | 2.83% | 4.05% | 4.05% | 3.14% | 2.62% | 2.14% |
Drawdowns
POVSX vs. FINVX - Drawdown Comparison
The maximum POVSX drawdown since its inception was -62.97%, which is greater than FINVX's maximum drawdown of -42.48%. Use the drawdown chart below to compare losses from any high point for POVSX and FINVX.
Loading graphics...
Drawdown Indicators
| POVSX | FINVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.97% | -42.48% | -20.49% |
Max Drawdown (1Y)Largest decline over 1 year | -12.20% | -11.66% | -0.54% |
Max Drawdown (5Y)Largest decline over 5 years | -31.24% | -27.13% | -4.11% |
Max Drawdown (10Y)Largest decline over 10 years | -36.58% | -42.48% | +5.90% |
Current DrawdownCurrent decline from peak | -9.42% | -6.84% | -2.58% |
Average DrawdownAverage peak-to-trough decline | -14.47% | -9.11% | -5.36% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.08% | 2.91% | +0.17% |
Volatility
POVSX vs. FINVX - Volatility Comparison
Putnam International Equity Fund (POVSX) has a higher volatility of 8.05% compared to Fidelity Series International Value Fund (FINVX) at 7.58%. This indicates that POVSX's price experiences larger fluctuations and is considered to be riskier than FINVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| POVSX | FINVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.05% | 7.58% | +0.47% |
Volatility (6M)Calculated over the trailing 6-month period | 11.70% | 10.99% | +0.71% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.36% | 17.67% | -0.31% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.20% | 16.62% | -0.42% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.88% | 18.01% | -1.13% |