SCIEX vs. FIVFX
Compare and contrast key facts about Hartford Schroders International Stock Fund Class I (SCIEX) and Fidelity International Capital Appreciation Fund (FIVFX).
SCIEX is managed by Hartford. It was launched on Dec 19, 1985. FIVFX is managed by Fidelity. It was launched on Nov 1, 1994.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SCIEX or FIVFX.
Correlation
The correlation between SCIEX and FIVFX is 0.63, 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.
Performance
SCIEX vs. FIVFX - Performance Comparison
Key characteristics
SCIEX:
0.75
FIVFX:
0.31
SCIEX:
1.13
FIVFX:
0.58
SCIEX:
1.15
FIVFX:
1.08
SCIEX:
0.91
FIVFX:
0.32
SCIEX:
3.25
FIVFX:
1.18
SCIEX:
3.81%
FIVFX:
5.36%
SCIEX:
16.56%
FIVFX:
20.17%
SCIEX:
-76.48%
FIVFX:
-66.30%
SCIEX:
-2.62%
FIVFX:
-6.70%
Returns By Period
In the year-to-date period, SCIEX achieves a 7.37% return, which is significantly higher than FIVFX's 6.28% return. Both investments have delivered pretty close results over the past 10 years, with SCIEX having a 6.25% annualized return and FIVFX not far behind at 5.96%.
SCIEX
7.37%
0.05%
3.97%
11.59%
12.09%
6.25%
FIVFX
6.28%
2.85%
0.39%
6.02%
8.06%
5.96%
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SCIEX vs. FIVFX - Expense Ratio Comparison
SCIEX has a 0.79% expense ratio, which is lower than FIVFX's 1.00% expense ratio.
Risk-Adjusted Performance
SCIEX vs. FIVFX — Risk-Adjusted Performance Rank
SCIEX
FIVFX
SCIEX vs. FIVFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Hartford Schroders International Stock Fund Class I (SCIEX) and Fidelity International Capital Appreciation Fund (FIVFX). 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
SCIEX vs. FIVFX - Dividend Comparison
SCIEX's dividend yield for the trailing twelve months is around 1.31%, more than FIVFX's 0.73% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCIEX Hartford Schroders International Stock Fund Class I | 1.31% | 1.41% | 1.27% | 1.37% | 1.17% | 0.32% | 1.23% | 1.61% | 1.19% | 1.77% | 1.24% | 2.68% |
FIVFX Fidelity International Capital Appreciation Fund | 0.73% | 0.78% | 0.38% | 0.05% | 0.00% | 0.17% | 0.58% | 0.47% | 0.33% | 0.68% | 1.98% | 6.09% |
Drawdowns
SCIEX vs. FIVFX - Drawdown Comparison
The maximum SCIEX drawdown since its inception was -76.48%, which is greater than FIVFX's maximum drawdown of -66.30%. Use the drawdown chart below to compare losses from any high point for SCIEX and FIVFX. For additional features, visit the drawdowns tool.
Volatility
SCIEX vs. FIVFX - Volatility Comparison
The current volatility for Hartford Schroders International Stock Fund Class I (SCIEX) is 10.65%, while Fidelity International Capital Appreciation Fund (FIVFX) has a volatility of 13.46%. This indicates that SCIEX experiences smaller price fluctuations and is considered to be less risky than FIVFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.