YASLX vs. FIXIX
Compare and contrast key facts about AMG Yacktman Special Opportunities Fund (YASLX) and Fidelity Advisor International Small Cap Fund Class I (FIXIX).
YASLX is managed by AMG. It was launched on Jun 29, 2014. FIXIX is managed by Fidelity. It was launched on May 27, 2003.
Performance
YASLX vs. FIXIX - Performance Comparison
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YASLX vs. FIXIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
YASLX AMG Yacktman Special Opportunities Fund | 9.59% | 6.27% | 11.23% | 3.65% | -13.59% | 24.45% | 12.82% | 17.07% | -10.15% | 34.85% |
FIXIX Fidelity Advisor International Small Cap Fund Class I | -0.22% | 24.65% | 0.02% | 19.63% | -16.66% | 13.44% | 9.97% | 21.45% | -16.09% | 31.49% |
Returns By Period
In the year-to-date period, YASLX achieves a 9.59% return, which is significantly higher than FIXIX's -0.22% return. Over the past 10 years, YASLX has outperformed FIXIX with an annualized return of 10.88%, while FIXIX has yielded a comparatively lower 8.26% annualized return.
YASLX
- 1D
- 1.89%
- 1M
- -2.78%
- YTD
- 9.59%
- 6M
- 4.21%
- 1Y
- 16.11%
- 3Y*
- 10.42%
- 5Y*
- 4.82%
- 10Y*
- 10.88%
FIXIX
- 1D
- 2.35%
- 1M
- -6.49%
- YTD
- -0.22%
- 6M
- 1.62%
- 1Y
- 18.06%
- 3Y*
- 11.11%
- 5Y*
- 5.34%
- 10Y*
- 8.26%
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YASLX vs. FIXIX - Expense Ratio Comparison
YASLX has a 1.86% expense ratio, which is higher than FIXIX's 1.02% expense ratio.
Return for Risk
YASLX vs. FIXIX — Risk / Return Rank
YASLX
FIXIX
YASLX vs. FIXIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AMG Yacktman Special Opportunities Fund (YASLX) and Fidelity Advisor International Small Cap Fund Class I (FIXIX). 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.
| YASLX | FIXIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.36 | 1.39 | -0.03 |
Sortino ratioReturn per unit of downside risk | 1.75 | 1.83 | -0.08 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.28 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.64 | 1.60 | +0.04 |
Martin ratioReturn relative to average drawdown | 4.40 | 5.83 | -1.42 |
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
| YASLX | FIXIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.36 | 1.39 | -0.03 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.30 | 0.40 | -0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.73 | 0.59 | +0.13 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.58 | 0.72 | -0.13 |
Correlation
The correlation between YASLX and FIXIX is 0.71, 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
YASLX vs. FIXIX - Dividend Comparison
YASLX has not paid dividends to shareholders, while FIXIX's dividend yield for the trailing twelve months is around 3.54%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
YASLX AMG Yacktman Special Opportunities Fund | 0.00% | 0.00% | 15.82% | 8.97% | 0.94% | 3.85% | 2.62% | 12.95% | 9.89% | 4.86% | 3.28% | 4.59% |
FIXIX Fidelity Advisor International Small Cap Fund Class I | 3.54% | 3.54% | 2.59% | 1.88% | 0.68% | 7.25% | 0.81% | 2.32% | 6.13% | 2.45% | 2.81% | 2.78% |
Drawdowns
YASLX vs. FIXIX - Drawdown Comparison
The maximum YASLX drawdown since its inception was -38.91%, smaller than the maximum FIXIX drawdown of -60.85%. Use the drawdown chart below to compare losses from any high point for YASLX and FIXIX.
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Drawdown Indicators
| YASLX | FIXIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.91% | -60.85% | +21.94% |
Max Drawdown (1Y)Largest decline over 1 year | -10.18% | -10.73% | +0.55% |
Max Drawdown (5Y)Largest decline over 5 years | -27.74% | -31.05% | +3.31% |
Max Drawdown (10Y)Largest decline over 10 years | -38.91% | -38.82% | -0.09% |
Current DrawdownCurrent decline from peak | -3.10% | -8.30% | +5.20% |
Average DrawdownAverage peak-to-trough decline | -8.33% | -10.63% | +2.30% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.79% | 2.95% | +0.84% |
Volatility
YASLX vs. FIXIX - Volatility Comparison
The current volatility for AMG Yacktman Special Opportunities Fund (YASLX) is 3.81%, while Fidelity Advisor International Small Cap Fund Class I (FIXIX) has a volatility of 6.17%. This indicates that YASLX experiences smaller price fluctuations and is considered to be less risky than FIXIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| YASLX | FIXIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.81% | 6.17% | -2.36% |
Volatility (6M)Calculated over the trailing 6-month period | 8.82% | 8.99% | -0.17% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.09% | 13.47% | -0.38% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.34% | 13.38% | +2.96% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.01% | 13.94% | +1.07% |