VISAX vs. FTISX
VISAX (Virtus KAR International Small-Mid Cap Fund Class A) and FTISX (Fidelity Advisor International Small Cap Fund Class M) are both Foreign Small & Mid Cap Equities funds. Over the past 10 years, VISAX returned 7.52%/yr vs 7.76%/yr for FTISX. Their 0.80 correlation means they have sometimes moved together and sometimes differently. VISAX charges 1.44%/yr vs 1.57%/yr for FTISX.
Performance
VISAX vs. FTISX - Performance Comparison
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Returns By Period
In the year-to-date period, VISAX achieves a 2.74% return, which is significantly lower than FTISX's 5.25% return. Both investments have delivered pretty close results over the past 10 years, with VISAX having a 7.52% annualized return and FTISX not far ahead at 7.76%.
VISAX
- 1D
- -0.76%
- 1M
- 0.62%
- 6M
- -1.36%
- YTD
- 2.74%
- 1Y
- -0.75%
- 3Y*
- 8.26%
- 5Y*
- -1.34%
- 10Y*
- 7.52%
- ALL TIME*
- 8.00%
FTISX
- 1D
- -0.53%
- 1M
- -2.84%
- 6M
- 0.99%
- YTD
- 5.25%
- 1Y
- 11.25%
- 3Y*
- 10.86%
- 5Y*
- 5.15%
- 10Y*
- 7.76%
- ALL TIME*
- 10.87%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
VISAX vs. FTISX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VISAX Virtus KAR International Small-Mid Cap Fund Class A | 2.74% | 13.92% | 3.87% | 21.99% | -34.52% | 5.48% | 24.02% | 27.25% | -7.04% | 28.20% |
FTISX Fidelity Advisor International Small Cap Fund Class M | 5.25% | 24.03% | -0.46% | 18.97% | -17.12% | 12.83% | 9.29% | 20.77% | -16.57% | 31.41% |
Correlation
The correlation between VISAX and FTISX is 0.76, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.76 |
Correlation (3Y) Balances recent behavior with more history. | 0.79 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.84 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.82 |
Correlation (All Time) Calculated using the full available price history since Jan 2, 2013 | 0.80 |
The correlation between VISAX and FTISX has been stable across timeframes, ranging from 0.76 to 0.84 - a consistent structural relationship.
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Return for Risk
VISAX vs. FTISX — Risk / Return Rank
VISAX
FTISX
VISAX vs. FTISX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus KAR International Small-Mid Cap Fund Class A (VISAX) and Fidelity Advisor International Small Cap Fund Class M (FTISX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| VISAX | FTISX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.96 | ||
| Sortino ratioReturn per unit of downside risk | -1.34 | ||
| Omega ratioGain probability vs. loss probability | 1.00 | 1.17 | -0.17 |
| Calmar ratioReturn relative to maximum drawdown | -0.09 | 1.10 | -1.19 |
| Martin ratioReturn relative to average drawdown | -0.20 | 3.55 | -3.75 |
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Drawdowns
VISAX vs. FTISX - Drawdown Comparison
The maximum VISAX drawdown since its inception was -50.44%, smaller than the maximum FTISX drawdown of -61.12%. Use the drawdown chart below to compare losses from any high point for VISAX and FTISX.
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Drawdown Indicators
| VISAX | FTISX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.44% | -61.12% | +10.68% |
Max Drawdown (1Y)Largest decline over 1 year | -13.58% | -10.75% | -2.83% |
Max Drawdown (3Y)Largest decline over 3 years | -15.06% | -12.95% | -2.11% |
Max Drawdown (5Y)Largest decline over 5 years | -50.44% | -31.45% | -18.99% |
Max Drawdown (10Y)Largest decline over 10 years | -50.44% | -39.55% | -10.89% |
Current DrawdownCurrent decline from peak | -10.57% | -5.33% | -5.24% |
Average DrawdownAverage peak-to-trough decline | -11.50% | -10.93% | -0.57% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.66% | 3.34% | +2.32% |
Volatility
VISAX vs. FTISX - Volatility Comparison
The current volatility for Virtus KAR International Small-Mid Cap Fund Class A (VISAX) is 3.84%, while Fidelity Advisor International Small Cap Fund Class M (FTISX) has a volatility of 4.68%. This indicates that VISAX experiences smaller price fluctuations and is considered to be less risky than FTISX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VISAX | FTISX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.84% | 4.68% | -0.84% |
Volatility (6M)Calculated over the trailing 6-month period | 10.90% | 11.97% | -1.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.10% | 13.69% | -0.59% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.27% | 13.79% | +2.48% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.40% | 13.94% | +1.46% |
VISAX vs. FTISX - Expense Ratio Comparison
VISAX has a 1.44% expense ratio, which is lower than FTISX's 1.57% expense ratio.
Dividends
VISAX vs. FTISX - Dividend Comparison
VISAX's dividend yield for the trailing twelve months is around 3.21%, more than FTISX's 3.10% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FTISX Fidelity Advisor International Small Cap Fund Class M | 3.10% | 3.26% | 2.24% | 1.40% | 0.13% | 6.94% | 0.34% | 1.81% | 5.50% | 2.52% | 2.08% | 2.86% |
VISAX Virtus KAR International Small-Mid Cap Fund Class A | 3.21% | 3.30% | 1.78% | 0.00% | 0.00% | 8.03% | 0.90% | 1.75% | 1.12% | 1.68% | 2.54% | 3.17% |
Frequently Asked Questions
VISAX and FTISX have a correlation of 0.76, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
FTISX has higher volatility (4.68%) compared to VISAX (3.84%). In terms of maximum drawdown, VISAX dropped -50.44% vs FTISX's -61.12%.
FTISX currently has the higher Sharpe Ratio (0.87 vs -0.09), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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