AIOIX vs FSCOX

Both AIOIX and FSCOX are mutual funds. AIOIX has a lower 5-year return than FSCOX (14.22% vs 15.31%). AIOIX has a higher expense ratio than FSCOX (1.4% vs 1.26%). Below is the comparison between AIOIX and FSCOX.

AIOIX FSCOX
Security Type Mutual fund Mutual fund
Segment International Equity: Foreign Small/Mid Growth International Equity: Foreign Small/Mid Growth
Family American Century Investments Fidelity Investments
Net Assets $617.50M $1.24B
Expense Ratio 1.40% 1.26%
Management Style active active
Dividend Yield 0.00% 0.00%
Minimum Investment N/A $2,500.00
YTD Return 9.56% 17.13%
1-Year Return 2.71% 6.49%
3-Year Return 17.69% 18.94%
5-Year Return 14.22% 15.31%
10-Year Return 12.37% 13.12%

AIOIX description

The Fund seeks capital growth. The Fund's assets will be invested primarily in equity securities of companies that are small-sized at the time of purchase and are located in foreign developed countries or emerging market countries.

AIOIX performance & returns

YTD Return 9.56%
1-Month Return -1.60%
3-Month Return 2.71%
1-Year Return 2.71%
3-Year Return 17.69%
5-Year Return 14.22%
10-Year Return 12.37%
AIOIX expense ratio is 1.4%.

AIOIX holdings

Top 10 Holdings (13.78% of Total Assets)

Name Symbol % Assets
Boohoo Group PLC BOO.L 1.73%
Nextdc Ltd NXT.AX 1.60%
Samhallsbyggnadsbolaget i Norden AB B SBB B 1.43%
Stillfront Group AB SF 1.42%
Seven Network Ltd N/A 1.32%
Airtac International Group 1590.TW 1.31%
Shift Inc 3697 1.28%
Minth Group Ltd 00425 1.24%
Zur Rose Group AG ROSE 1.23%
Soitec SA SOI.PA 1.22%

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FSCOX description

The Fund seeks capital appreciation. The Fund invests primarily in non-U.S. securities and normally invests at least 80% of assets in securities of companies with small market capitalizations.

FSCOX performance & returns

YTD Return 17.13%
1-Month Return -1.64%
3-Month Return 6.49%
1-Year Return 6.49%
3-Year Return 18.94%
5-Year Return 15.31%
10-Year Return 13.12%
FSCOX expense ratio is 1.26%.

FSCOX holdings

Top 10 Holdings (33.70% of Total Assets)

Name Symbol % Assets
Fidelity Revere Str Tr N/A 6.29%
iShares MSCI EAFE Small-Cap ETF SCZ 4.55%
Azbil Corp 6845 3.89%
OBIC Co Ltd 4684 3.48%
Lasertec Corp 6920 3.20%
Spirax-Sarco Engineering PLC SPX.L 2.89%
Addtech Ab N/A 2.51%
Spectris PLC SXS.L 2.50%
Avon Rubber PLC AVON.L 2.38%
Aalberts NV AALB 2.01%

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