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FINVX vs SBIYX
FINVX vs SBIYX Comparison
Open Charts FINVX vs SBIYX
Fidelity Series International Value
Price$14.77
Change+$0.06 (+0.41%)
VolumeN/A
Net Assets15.5B
ClearBridge International Value I
Price$11.88
Change+$0.02 (+0.17%)
VolumeN/A
Net Assets165.71M
FINVX vs SBIYX Comparison Chart
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FINVX vs. SBIYX commentary
May 25, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is FINVX is a Hold and SBIYX is a Hold.
FUNDAMENTALS
Fundamentals
FINVX has more cash in the bank: 15.5B vs. SBIYX (166M). FINVX pays higher dividends than SBIYX: FINVX (3.95) vs SBIYX (2.09). FINVX was incepted earlier than SBIYX: FINVX (15 years) vs SBIYX (18 years). SBIYX (1.06) is less costly to investors than FINVX (0.01). FINVX is a more actively managed with annual turnover of: 33.00 vs. SBIYX (25.00). FINVX has a lower initial minimum investment than SBIYX: FINVX (0) vs SBIYX (1000000). FINVX annual gain was more profitable for investors over the last year : 21.08 vs. SBIYX (12.91). FINVX return over 5 years is better than : 134.87 vs. SBIYX (106.01).
| FINVX | SBIYX | FINVX / SBIYX | |
| Total Expense Ratio | 0.01 | 0.94 | 1% |
| Annual Report Gross Expense Ratio | 0.01 | 1.06 | 1% |
| Fund Existence | 15 years | 18 years | - |
| Gain YTD | 23.909 | 17.974 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.5B | 166M | 9,337% |
| Annual Yield % from dividends | 3.95 | 2.09 | 189% |
| Returns for 1 year | 21.08 | 12.91 | 163% |
| Returns for 3 years | 56.10 | 34.78 | 161% |
| Returns for 5 years | 134.87 | 106.01 | 127% |
| Returns for 10 years | 80.10 | 40.90 | 196% |