WCMSX vs. FICSX
Compare and contrast key facts about WCM International Small Cap Growth Fund (WCMSX) and Fidelity Advisor International Small Cap Fund Class C (FICSX).
WCMSX is managed by WCM Investment Management. It was launched on Nov 29, 2015. FICSX is managed by Fidelity. It was launched on May 27, 2003.
Performance
WCMSX vs. FICSX - Performance Comparison
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WCMSX vs. FICSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WCMSX WCM International Small Cap Growth Fund | 1.36% | 18.14% | 4.33% | 22.26% | -42.12% | 16.65% | 55.36% | 45.02% | -8.94% | 42.35% |
FICSX Fidelity Advisor International Small Cap Fund Class C | -0.46% | 23.45% | -1.00% | 18.40% | -17.50% | 12.27% | 8.81% | 20.21% | -16.98% | 30.98% |
Returns By Period
In the year-to-date period, WCMSX achieves a 1.36% return, which is significantly higher than FICSX's -0.46% return. Over the past 10 years, WCMSX has outperformed FICSX with an annualized return of 11.62%, while FICSX has yielded a comparatively lower 7.22% annualized return.
WCMSX
- 1D
- 1.94%
- 1M
- -6.13%
- YTD
- 1.36%
- 6M
- -4.67%
- 1Y
- 22.52%
- 3Y*
- 12.03%
- 5Y*
- 0.22%
- 10Y*
- 11.62%
FICSX
- 1D
- 2.38%
- 1M
- -6.57%
- YTD
- -0.46%
- 6M
- 1.14%
- 1Y
- 16.90%
- 3Y*
- 10.00%
- 5Y*
- 4.27%
- 10Y*
- 7.22%
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WCMSX vs. FICSX - Expense Ratio Comparison
WCMSX has a 1.25% expense ratio, which is lower than FICSX's 2.05% expense ratio.
Return for Risk
WCMSX vs. FICSX — Risk / Return Rank
WCMSX
FICSX
WCMSX vs. FICSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WCM International Small Cap Growth Fund (WCMSX) and Fidelity Advisor International Small Cap Fund Class C (FICSX). 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.
| WCMSX | FICSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.26 | 1.30 | -0.04 |
Sortino ratioReturn per unit of downside risk | 1.72 | 1.73 | 0.00 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.27 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.55 | 1.49 | +0.06 |
Martin ratioReturn relative to average drawdown | 5.06 | 5.36 | -0.30 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| WCMSX | FICSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.26 | 1.30 | -0.04 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.01 | 0.32 | -0.31 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.59 | 0.52 | +0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.58 | 0.65 | -0.07 |
Correlation
The correlation between WCMSX and FICSX is 0.82, 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
WCMSX vs. FICSX - Dividend Comparison
WCMSX's dividend yield for the trailing twelve months is around 0.80%, less than FICSX's 2.74% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WCMSX WCM International Small Cap Growth Fund | 0.80% | 0.81% | 1.31% | 0.00% | 0.00% | 10.27% | 2.73% | 0.57% | 4.04% | 1.10% | 0.00% | 0.00% |
FICSX Fidelity Advisor International Small Cap Fund Class C | 2.74% | 2.73% | 1.59% | 0.97% | 0.00% | 6.57% | 0.00% | 1.20% | 5.20% | 2.59% | 1.66% | 2.93% |
Drawdowns
WCMSX vs. FICSX - Drawdown Comparison
The maximum WCMSX drawdown since its inception was -51.60%, smaller than the maximum FICSX drawdown of -61.39%. Use the drawdown chart below to compare losses from any high point for WCMSX and FICSX.
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Drawdown Indicators
| WCMSX | FICSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.60% | -61.39% | +9.79% |
Max Drawdown (1Y)Largest decline over 1 year | -11.93% | -10.77% | -1.16% |
Max Drawdown (5Y)Largest decline over 5 years | -51.60% | -31.79% | -19.81% |
Max Drawdown (10Y)Largest decline over 10 years | -51.60% | -40.18% | -11.42% |
Current DrawdownCurrent decline from peak | -18.02% | -8.34% | -9.68% |
Average DrawdownAverage peak-to-trough decline | -15.89% | -11.46% | -4.43% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.91% | 2.99% | +0.92% |
Volatility
WCMSX vs. FICSX - Volatility Comparison
WCM International Small Cap Growth Fund (WCMSX) has a higher volatility of 8.18% compared to Fidelity Advisor International Small Cap Fund Class C (FICSX) at 6.19%. This indicates that WCMSX's price experiences larger fluctuations and is considered to be riskier than FICSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WCMSX | FICSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.18% | 6.19% | +1.99% |
Volatility (6M)Calculated over the trailing 6-month period | 12.70% | 9.00% | +3.70% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.94% | 13.48% | +5.46% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.65% | 13.41% | +7.24% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.89% | 13.95% | +5.94% |