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.
Key characteristics
| SCIEX | FIVFX | |
|---|---|---|
| YTD Return | 12.07% | 11.95% |
| 1Y Return | 19.92% | 24.56% |
| 3Y Return (Ann) | 2.23% | 1.86% |
| 5Y Return (Ann) | 10.24% | 9.28% |
| 10Y Return (Ann) | 6.45% | 8.64% |
| Sharpe Ratio | 1.55 | 1.79 |
| Daily Std Dev | 12.65% | 13.69% |
| Max Drawdown | -76.48% | -66.31% |
| Current Drawdown | -1.58% | -1.17% |
Correlation
The correlation between SCIEX and FIVFX is 0.87, 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.
Performance
SCIEX vs. FIVFX - Performance Comparison
The year-to-date returns for both stocks are quite close, with SCIEX having a 12.07% return and FIVFX slightly lower at 11.95%. Over the past 10 years, SCIEX has underperformed FIVFX with an annualized return of 6.45%, while FIVFX has yielded a comparatively higher 8.64% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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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 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 1.13%, more than FIVFX's 0.34% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCIEX Hartford Schroders International Stock Fund Class I | 1.13% | 1.27% | 1.37% | 1.95% | 0.32% | 1.22% | 8.64% | 1.18% | 1.77% | 1.24% | 2.68% | 1.19% |
FIVFX Fidelity International Capital Appreciation Fund | 0.34% | 0.38% | 0.05% | 9.08% | 1.28% | 3.29% | 3.01% | 3.31% | 0.68% | 1.98% | 6.09% | 0.71% |
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 -66.31%. 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 4.06%, while Fidelity International Capital Appreciation Fund (FIVFX) has a volatility of 4.64%. 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.