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Fidelity Investment Trust - Fidelity Special Values (FSV) Competitors

Fidelity Investment Trust - Fidelity Special Values logo
GBX 461.50 -1.50 (-0.32%)
As of 10/2/2026 12:47 PM Eastern

FSV vs. STJ, HL, ABDN, EMG, and 3IN

Should you buy Fidelity Investment Trust - Fidelity Special Values stock or one of its competitors? Fidelity Investment Trust - Fidelity Special Values's main competitors and comparable companies include St. James's Place (STJ), Hargreaves Lansdown (HL), abrdn (ABDN), Man Group (EMG), and 3i Infrastructure (3IN). Companies are selected based on similarities in market, industry, and size. These companies are all part of the "asset management & custody banks" industry.

How does Fidelity Investment Trust - Fidelity Special Values compare to St. James's Place?

St. James's Place (LON:STJ) and Fidelity Investment Trust - Fidelity Special Values (LON:FSV) are both finance companies, but which is the superior investment? We will contrast the two businesses based on the strength of their institutional ownership, earnings, dividends, profitability, risk, valuation, media sentiment and analyst recommendations.

In the previous week, St. James's Place had 4 more articles in the media than Fidelity Investment Trust - Fidelity Special Values. MarketBeat recorded 6 mentions for St. James's Place and 2 mentions for Fidelity Investment Trust - Fidelity Special Values. Fidelity Investment Trust - Fidelity Special Values' average media sentiment score of 1.50 beat St. James' Place's score of -0.14 indicating that Fidelity Investment Trust - Fidelity Special Values is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
St. James's Place
0 Very Positive mention(s)
1 Positive mention(s)
3 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Neutral
Fidelity Investment Trust - Fidelity Special Values
2 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive

77.8% of St. James's Place shares are held by institutional investors. Comparatively, 12.2% of Fidelity Investment Trust - Fidelity Special Values shares are held by institutional investors. 1.2% of St. James's Place shares are held by company insiders. Comparatively, 0.2% of Fidelity Investment Trust - Fidelity Special Values shares are held by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company will outperform the market over the long term.

Fidelity Investment Trust - Fidelity Special Values has a net margin of 95.92% compared to St. James' Place's net margin of 1.25%. St. James' Place's return on equity of 37.02% beat Fidelity Investment Trust - Fidelity Special Values' return on equity.

Company Net Margins Return on Equity Return on Assets
St. James's Place1.25% 37.02% 0.22%
Fidelity Investment Trust - Fidelity Special Values 95.92%25.87%0.33%

St. James's Place currently has a consensus target price of GBX 1,721.86, indicating a potential upside of 65.01%. Given St. James' Place's stronger consensus rating and higher probable upside, research analysts plainly believe St. James's Place is more favorable than Fidelity Investment Trust - Fidelity Special Values.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
St. James's Place
0 Sell rating(s)
2 Hold rating(s)
5 Buy rating(s)
0 Strong Buy rating(s)
2.71
Fidelity Investment Trust - Fidelity Special Values
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00

St. James's Place pays an annual dividend of GBX 18 per share and has a dividend yield of 1.7%. Fidelity Investment Trust - Fidelity Special Values pays an annual dividend of GBX 10.20 per share and has a dividend yield of 2.2%. St. James's Place pays out 16.9% of its earnings in the form of a dividend. Fidelity Investment Trust - Fidelity Special Values pays out 9.3% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years. Fidelity Investment Trust - Fidelity Special Values is clearly the better dividend stock, given its higher yield and lower payout ratio.

St. James's Place has a beta of 1.011, indicating that its stock price is 1% more volatile than the broader market. Comparatively, Fidelity Investment Trust - Fidelity Special Values has a beta of 1.277, indicating that its stock price is 28% more volatile than the broader market.

Fidelity Investment Trust - Fidelity Special Values has lower revenue, but higher earnings than St. James's Place. Fidelity Investment Trust - Fidelity Special Values is trading at a lower price-to-earnings ratio than St. James's Place, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
St. James's Place£44.81B0.12-£6.46M£106.609.79
Fidelity Investment Trust - Fidelity Special Values£354.63M4.22£223.72M£109.344.22

Summary

St. James's Place and Fidelity Investment Trust - Fidelity Special Values tied by winning 9 of the 18 factors compared between the two stocks.

How does Fidelity Investment Trust - Fidelity Special Values compare to Hargreaves Lansdown?

Hargreaves Lansdown (LON:HL) and Fidelity Investment Trust - Fidelity Special Values (LON:FSV) are both finance companies, but which is the better investment? We will contrast the two companies based on the strength of their institutional ownership, risk, profitability, earnings, media sentiment, dividends, analyst recommendations and valuation.

66.7% of Hargreaves Lansdown shares are owned by institutional investors. Comparatively, 12.2% of Fidelity Investment Trust - Fidelity Special Values shares are owned by institutional investors. 29.4% of Hargreaves Lansdown shares are owned by insiders. Comparatively, 0.2% of Fidelity Investment Trust - Fidelity Special Values shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock is poised for long-term growth.

Hargreaves Lansdown has higher revenue and earnings than Fidelity Investment Trust - Fidelity Special Values. Hargreaves Lansdown is trading at a lower price-to-earnings ratio than Fidelity Investment Trust - Fidelity Special Values, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Hargreaves Lansdown£764.90M0.00£293.20M£0.62N/A
Fidelity Investment Trust - Fidelity Special Values£354.63M4.22£223.72M£109.344.22

In the previous week, Fidelity Investment Trust - Fidelity Special Values had 1 more articles in the media than Hargreaves Lansdown. MarketBeat recorded 2 mentions for Fidelity Investment Trust - Fidelity Special Values and 1 mentions for Hargreaves Lansdown. Fidelity Investment Trust - Fidelity Special Values' average media sentiment score of 1.50 beat Hargreaves Lansdown's score of 0.00 indicating that Fidelity Investment Trust - Fidelity Special Values is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Hargreaves Lansdown
1 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
Fidelity Investment Trust - Fidelity Special Values
2 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive

Fidelity Investment Trust - Fidelity Special Values has a net margin of 95.92% compared to Hargreaves Lansdown's net margin of 38.33%. Hargreaves Lansdown's return on equity of 38.46% beat Fidelity Investment Trust - Fidelity Special Values' return on equity.

Company Net Margins Return on Equity Return on Assets
Hargreaves Lansdown38.33% 38.46% 17.10%
Fidelity Investment Trust - Fidelity Special Values 95.92%25.87%0.33%

Hargreaves Lansdown has a beta of 0.66, meaning that its stock price is 34% less volatile than the broader market. Comparatively, Fidelity Investment Trust - Fidelity Special Values has a beta of 1.277, meaning that its stock price is 28% more volatile than the broader market.

Hargreaves Lansdown pays an annual dividend of GBX 43 per share. Fidelity Investment Trust - Fidelity Special Values pays an annual dividend of GBX 10.20 per share and has a dividend yield of 2.2%. Hargreaves Lansdown pays out 6,935.5% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Fidelity Investment Trust - Fidelity Special Values pays out 9.3% of its earnings in the form of a dividend. Fidelity Investment Trust - Fidelity Special Values is clearly the better dividend stock, given its higher yield and lower payout ratio.

Summary

Hargreaves Lansdown and Fidelity Investment Trust - Fidelity Special Values tied by winning 7 of the 14 factors compared between the two stocks.

How does Fidelity Investment Trust - Fidelity Special Values compare to abrdn?

abrdn (LON:ABDN) and Fidelity Investment Trust - Fidelity Special Values (LON:FSV) are both finance companies, but which is the superior investment? We will contrast the two companies based on the strength of their dividends, media sentiment, risk, valuation, profitability, earnings, analyst recommendations and institutional ownership.

Fidelity Investment Trust - Fidelity Special Values has a net margin of 95.92% compared to abrdn's net margin of 28.07%. Fidelity Investment Trust - Fidelity Special Values' return on equity of 25.87% beat abrdn's return on equity.

Company Net Margins Return on Equity Return on Assets
abrdn28.07% 7.37% 0.68%
Fidelity Investment Trust - Fidelity Special Values 95.92%25.87%0.33%

abrdn has a beta of 1.398, indicating that its share price is 40% more volatile than the broader market. Comparatively, Fidelity Investment Trust - Fidelity Special Values has a beta of 1.277, indicating that its share price is 28% more volatile than the broader market.

abrdn currently has a consensus target price of GBX 226.50, indicating a potential downside of 6.87%. Given abrdn's stronger consensus rating and higher probable upside, equities analysts plainly believe abrdn is more favorable than Fidelity Investment Trust - Fidelity Special Values.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
abrdn
1 Sell rating(s)
3 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.17
Fidelity Investment Trust - Fidelity Special Values
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00

abrdn pays an annual dividend of GBX 14.60 per share and has a dividend yield of 6.0%. Fidelity Investment Trust - Fidelity Special Values pays an annual dividend of GBX 10.20 per share and has a dividend yield of 2.2%. abrdn pays out 69.9% of its earnings in the form of a dividend. Fidelity Investment Trust - Fidelity Special Values pays out 9.3% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years.

42.1% of abrdn shares are held by institutional investors. Comparatively, 12.2% of Fidelity Investment Trust - Fidelity Special Values shares are held by institutional investors. 0.9% of abrdn shares are held by company insiders. Comparatively, 0.2% of Fidelity Investment Trust - Fidelity Special Values shares are held by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock will outperform the market over the long term.

abrdn has higher revenue and earnings than Fidelity Investment Trust - Fidelity Special Values. Fidelity Investment Trust - Fidelity Special Values is trading at a lower price-to-earnings ratio than abrdn, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
abrdn£1.71B2.55£316.36M£20.9011.64
Fidelity Investment Trust - Fidelity Special Values£354.63M4.22£223.72M£109.344.22

In the previous week, abrdn and abrdn both had 2 articles in the media. Fidelity Investment Trust - Fidelity Special Values' average media sentiment score of 1.50 beat abrdn's score of 0.51 indicating that Fidelity Investment Trust - Fidelity Special Values is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
abrdn
1 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Fidelity Investment Trust - Fidelity Special Values
2 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive

Summary

abrdn beats Fidelity Investment Trust - Fidelity Special Values on 11 of the 17 factors compared between the two stocks.

How does Fidelity Investment Trust - Fidelity Special Values compare to Man Group?

Fidelity Investment Trust - Fidelity Special Values (LON:FSV) and Man Group (LON:EMG) are both finance companies, but which is the better stock? We will contrast the two companies based on the strength of their media sentiment, profitability, institutional ownership, valuation, earnings, dividends, analyst recommendations and risk.

Fidelity Investment Trust - Fidelity Special Values has a beta of 1.277, meaning that its share price is 28% more volatile than the broader market. Comparatively, Man Group has a beta of 0.631, meaning that its share price is 37% less volatile than the broader market.

In the previous week, Man Group had 3 more articles in the media than Fidelity Investment Trust - Fidelity Special Values. MarketBeat recorded 5 mentions for Man Group and 2 mentions for Fidelity Investment Trust - Fidelity Special Values. Fidelity Investment Trust - Fidelity Special Values' average media sentiment score of 1.50 beat Man Group's score of 0.66 indicating that Fidelity Investment Trust - Fidelity Special Values is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Fidelity Investment Trust - Fidelity Special Values
2 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive
Man Group
1 Very Positive mention(s)
1 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Fidelity Investment Trust - Fidelity Special Values pays an annual dividend of GBX 10.20 per share and has a dividend yield of 2.2%. Man Group pays an annual dividend of GBX 17.02 per share and has a dividend yield of 5.3%. Fidelity Investment Trust - Fidelity Special Values pays out 9.3% of its earnings in the form of a dividend. Man Group pays out 60.6% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years.

Man Group has a consensus price target of GBX 312.25, indicating a potential downside of 3.09%. Given Man Group's stronger consensus rating and higher possible upside, analysts clearly believe Man Group is more favorable than Fidelity Investment Trust - Fidelity Special Values.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Fidelity Investment Trust - Fidelity Special Values
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00
Man Group
0 Sell rating(s)
3 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
2.25

Man Group has higher revenue and earnings than Fidelity Investment Trust - Fidelity Special Values. Fidelity Investment Trust - Fidelity Special Values is trading at a lower price-to-earnings ratio than Man Group, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Fidelity Investment Trust - Fidelity Special Values£354.63M4.22£223.72M£109.344.22
Man Group£1.69B2.11£382.68M£28.1011.47

Fidelity Investment Trust - Fidelity Special Values has a net margin of 95.92% compared to Man Group's net margin of 18.60%. Fidelity Investment Trust - Fidelity Special Values' return on equity of 25.87% beat Man Group's return on equity.

Company Net Margins Return on Equity Return on Assets
Fidelity Investment Trust - Fidelity Special Values95.92% 25.87% 0.33%
Man Group 18.60%20.41%4.61%

12.2% of Fidelity Investment Trust - Fidelity Special Values shares are held by institutional investors. Comparatively, 47.7% of Man Group shares are held by institutional investors. 0.2% of Fidelity Investment Trust - Fidelity Special Values shares are held by company insiders. Comparatively, 7.7% of Man Group shares are held by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company will outperform the market over the long term.

Summary

Man Group beats Fidelity Investment Trust - Fidelity Special Values on 11 of the 18 factors compared between the two stocks.

How does Fidelity Investment Trust - Fidelity Special Values compare to 3i Infrastructure?

3i Infrastructure (LON:3IN) and Fidelity Investment Trust - Fidelity Special Values (LON:FSV) are both finance companies, but which is the superior investment? We will contrast the two companies based on the strength of their earnings, profitability, analyst recommendations, dividends, institutional ownership, media sentiment, valuation and risk.

Fidelity Investment Trust - Fidelity Special Values has a net margin of 95.92% compared to 3i Infrastructure's net margin of 92.78%. Fidelity Investment Trust - Fidelity Special Values' return on equity of 25.87% beat 3i Infrastructure's return on equity.

Company Net Margins Return on Equity Return on Assets
3i Infrastructure92.78% 10.77% 4.83%
Fidelity Investment Trust - Fidelity Special Values 95.92%25.87%0.33%

3i Infrastructure has a beta of 0.5, indicating that its stock price is 50% less volatile than the broader market. Comparatively, Fidelity Investment Trust - Fidelity Special Values has a beta of 1.277, indicating that its stock price is 28% more volatile than the broader market.

3i Infrastructure pays an annual dividend of GBX 13.05 per share and has a dividend yield of 3.4%. Fidelity Investment Trust - Fidelity Special Values pays an annual dividend of GBX 10.20 per share and has a dividend yield of 2.2%. 3i Infrastructure pays out 40.8% of its earnings in the form of a dividend. Fidelity Investment Trust - Fidelity Special Values pays out 9.3% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years.

3i Infrastructure has higher earnings, but lower revenue than Fidelity Investment Trust - Fidelity Special Values. Fidelity Investment Trust - Fidelity Special Values is trading at a lower price-to-earnings ratio than 3i Infrastructure, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
3i Infrastructure£301M11.87£347M£32.0012.11
Fidelity Investment Trust - Fidelity Special Values£354.63M4.22£223.72M£109.344.22

In the previous week, 3i Infrastructure had 6 more articles in the media than Fidelity Investment Trust - Fidelity Special Values. MarketBeat recorded 8 mentions for 3i Infrastructure and 2 mentions for Fidelity Investment Trust - Fidelity Special Values. Fidelity Investment Trust - Fidelity Special Values' average media sentiment score of 1.50 beat 3i Infrastructure's score of 0.00 indicating that Fidelity Investment Trust - Fidelity Special Values is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
3i Infrastructure
0 Very Positive mention(s)
0 Positive mention(s)
6 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
Fidelity Investment Trust - Fidelity Special Values
2 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive

24.1% of 3i Infrastructure shares are owned by institutional investors. Comparatively, 12.2% of Fidelity Investment Trust - Fidelity Special Values shares are owned by institutional investors. 0.1% of 3i Infrastructure shares are owned by insiders. Comparatively, 0.2% of Fidelity Investment Trust - Fidelity Special Values shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company is poised for long-term growth.

3i Infrastructure presently has a consensus price target of GBX 450, suggesting a potential upside of 16.13%. Given 3i Infrastructure's stronger consensus rating and higher possible upside, equities research analysts plainly believe 3i Infrastructure is more favorable than Fidelity Investment Trust - Fidelity Special Values.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
3i Infrastructure
0 Sell rating(s)
1 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.67
Fidelity Investment Trust - Fidelity Special Values
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00

Summary

3i Infrastructure beats Fidelity Investment Trust - Fidelity Special Values on 10 of the 18 factors compared between the two stocks.

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New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding FSV and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of LON and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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FSV vs. The Competition

MetricFidelity Investment Trust - Fidelity Special ValuesCapital Markets IndustryFinance SectorLON Exchange
Market Cap£1.50B£5.17B£13.12B£2.45B
Dividend Yield2.24%7.57%6.03%6.18%
P/E Ratio4.2229.4324.50366.16
Price / Sales4.221,252.24506.7989,492.72
Price / Cash10.9347.7545.5127.89
Price / Book1.313.492.706.83
Net Income£223.72M£417.69M£1.32B£5.89B
7 Day Performance0.11%-0.71%-1.04%-0.73%
1 Month Performance-1.70%4.84%0.36%16.59%
1 Year Performance13.95%11.38%11.52%23.09%

Fidelity Investment Trust - Fidelity Special Values Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
FSV
Fidelity Investment Trust - Fidelity Special Values
N/AGBX 461.50
-0.3%
N/A+14.0%£1.50B£354.63M4.2225,000
STJ
St. James's Place
4.1807 of 5 stars
GBX 1,071
+0.6%
GBX 1,721.86
+60.8%
-19.2%£5.36B£44.81B10.052,298
HL
Hargreaves Lansdown
N/AN/AN/AN/A£5.26B£764.90M1,787.901,850
ABDN
abrdn
2.8249 of 5 stars
GBX 245.60
+1.9%
GBX 226.50
-7.8%
+17.5%£4.40B£1.71B11.754,719
EMG
Man Group
1.8804 of 5 stars
GBX 330
-0.8%
GBX 304.75
-7.7%
+68.5%£3.66B£1.69B11.741,790

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This page (LON:FSV) was last updated on 10/4/2026 by MarketBeat.com Staff.
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