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CAJCX vs FERIX

Both CAJCX and FERIX are mutual funds. CAJCX has a lower 5-year return than FERIX (3.02% vs 24.88%). Below is the comparison between CAJCX and FERIX.

CAJCX FERIX
Security Type Mutual fund Mutual fund
Segment International Equity: Pacific/Asia ex-Japan Stock International Equity: Pacific/Asia ex-Japan Stock
Family Columbia Fidelity Investments
Net Assets N/A $712.10M
Expense Ratio N/A 1.00%
Management Style active active
Dividend Yield N/A 0.00%
Minimum Investment $2,000.00 $2,500.00
YTD Return -6.07% 3.57%
1-Year Return 19.78% -0.51%
3-Year Return 2.57% 25.53%
5-Year Return 3.02% 24.88%
10-Year Return 4.83% 12.28%

CAJCX description

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CAJCX performance & returns

YTD Return -6.07%
1-Month Return 7.94%
3-Month Return 19.78%
1-Year Return 19.78%
3-Year Return 2.57%
5-Year Return 3.02%
10-Year Return 4.83%
CAJCX expense ratio is N/A.

CAJCX holdings

Top 10 Holdings (49.85% of Total Assets)

Name Symbol % Assets
Tencent Holdings Ltd 00700 10.50%
Alibaba Group Holding Ltd ADR BABA 8.47%
Samsung Electronics Co Ltd 005930.KS 5.60%
Taiwan Semiconductor Manufacturing Co Ltd 2330.TW 5.55%
MediaTek Inc 2454.TW 4.67%
Ping An Insurance (Group) Co. of China Ltd Class H 02318 3.61%
BHP Group Ltd BHP.AX 3.05%
China Mobile Ltd 00941 3.04%
Hong Kong Exchanges and Clearing Ltd 00388.HK 2.68%
AIA Group Ltd 01299.HK 2.68%

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FERIX description

The Fund seeks long-term capital appreciation. The Fund normally invests at least 65% of its total assets in equity and debt securities of Asian Emerging Market Issuers.

FERIX performance & returns

YTD Return 3.57%
1-Month Return 6.82%
3-Month Return -0.51%
1-Year Return -0.51%
3-Year Return 25.53%
5-Year Return 24.88%
10-Year Return 12.28%
FERIX expense ratio is 1%.

FERIX holdings

Top 10 Holdings (35.70% of Total Assets)

Name Symbol % Assets
Alibaba Group Holding Ltd Ordinary Shares 09988 6.48%
Taiwan Semiconductor Manufacturing Co Ltd 2330.TW 5.92%
Samsung Electronics Co Ltd 005930.KS 4.86%
Tencent Holdings Ltd 00700 4.44%
Alibaba Group Holding Ltd ADR BABA 3.67%
Bilibili Inc ADR BILI 2.47%
SK Hynix Inc 000660.KS 2.42%
Reliance Industries Ltd RELIANCE.B 2.06%
Micron Technology Inc MU 1.81%
Bajaj Finance Ltd 500034.BO 1.57%

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