SCJ vs. FJSCX
Compare and contrast key facts about iShares MSCI Japan Small Cap ETF (SCJ) and Fidelity Japan Smaller Companies Fund (FJSCX).
SCJ is a passively managed fund by iShares that tracks the performance of the MSCI Japan Small Cap Index. It was launched on Dec 20, 2007. FJSCX is managed by Fidelity. It was launched on Nov 1, 1995.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SCJ or FJSCX.
Correlation
The correlation between SCJ and FJSCX is 0.52, 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
SCJ vs. FJSCX - Performance Comparison
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Key characteristics
SCJ:
0.62
FJSCX:
0.62
SCJ:
0.94
FJSCX:
0.93
SCJ:
1.12
FJSCX:
1.13
SCJ:
0.62
FJSCX:
0.58
SCJ:
2.15
FJSCX:
1.88
SCJ:
4.85%
FJSCX:
6.44%
SCJ:
17.86%
FJSCX:
20.27%
SCJ:
-43.52%
FJSCX:
-66.21%
SCJ:
-2.50%
FJSCX:
-6.18%
Returns By Period
In the year-to-date period, SCJ achieves a 9.28% return, which is significantly higher than FJSCX's 8.65% return. Over the past 10 years, SCJ has outperformed FJSCX with an annualized return of 5.03%, while FJSCX has yielded a comparatively lower 3.42% annualized return.
SCJ
9.28%
5.55%
9.11%
10.93%
6.44%
5.03%
FJSCX
8.65%
8.03%
4.98%
12.55%
4.70%
3.42%
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SCJ vs. FJSCX - Expense Ratio Comparison
SCJ has a 0.49% expense ratio, which is lower than FJSCX's 0.91% expense ratio.
Risk-Adjusted Performance
SCJ vs. FJSCX — Risk-Adjusted Performance Rank
SCJ
FJSCX
SCJ vs. FJSCX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI Japan Small Cap ETF (SCJ) and Fidelity Japan Smaller Companies Fund (FJSCX). 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.
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Dividends
SCJ vs. FJSCX - Dividend Comparison
SCJ's dividend yield for the trailing twelve months is around 1.64%, less than FJSCX's 4.18% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCJ iShares MSCI Japan Small Cap ETF | 1.64% | 1.79% | 1.99% | 1.18% | 1.87% | 0.89% | 4.46% | 1.44% | 1.45% | 2.73% | 1.53% | 2.31% |
FJSCX Fidelity Japan Smaller Companies Fund | 4.18% | 4.54% | 2.82% | 0.05% | 12.01% | 1.59% | 7.13% | 5.55% | 4.77% | 2.83% | 2.09% | 2.06% |
Drawdowns
SCJ vs. FJSCX - Drawdown Comparison
The maximum SCJ drawdown since its inception was -43.52%, smaller than the maximum FJSCX drawdown of -66.21%. Use the drawdown chart below to compare losses from any high point for SCJ and FJSCX. For additional features, visit the drawdowns tool.
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Volatility
SCJ vs. FJSCX - Volatility Comparison
iShares MSCI Japan Small Cap ETF (SCJ) has a higher volatility of 3.83% compared to Fidelity Japan Smaller Companies Fund (FJSCX) at 3.52%. This indicates that SCJ's price experiences larger fluctuations and is considered to be riskier than FJSCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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