Fidelity China Special SituationsLSE:FCSS -0.58%41 5-Year Yield-on-Cost % is 6.35 as of Jul. 13, 2026, which is 120% above its 10-year median of 2.88. GuruFocus rates LSE:FCSS with a GF Score™ of 41/100. The stock has 1 warning sign investors should review. Among 1,114 Asset Management companies, Fidelity China Special Situations ranks worse than 50.45% on this metric.
The historical rank and industry rank for Fidelity China Special Situations's 5-Year Yield-on-Cost % or its related term are showing as below:
LSE:FCSS'
s 5-Year Yield-on-Cost % Range Over the Past 10 Years
Min: 1.19 Med: 2.88 Max: 6.64
Current: 6.35
During the past 13 years, Fidelity China Special Situations's highest Yield on Cost was 6.64. The lowest was 1.19. And the median was 2.88.
LSE:FCSS's 5-Year Yield-on-Cost % is ranked worse than 50.45% of 1114
companies
in the Asset Management industry
Industry Median: 6.445
vs LSE:FCSS: 6.35
Fidelity China Special Situations (LSE:FCSS) 5-Year Yield-on-Cost % Explanation
Of course the risk here is that the company may not raise its dividends as it did before. The key is to select the companies that can consistently raise its dividends. Usually companies with long history of raising dividends tend to do so.
Fidelity China Special Situations 5-Year Yield-on-Cost % Related Terms
LSE:FCSS vs BLK, BX, KKR: 5-Year Yield-on-Cost % Comparison
For the Asset Management subindustry, Fidelity China Special Situations's 5-Year Yield-on-Cost %, along with its competitors' market caps and 5-Year Yield-on-Cost % data, can be viewed below:
* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.
Fidelity China Special Situations 5-Year Yield-on-Cost % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Fidelity China Special Situations's 5-Year Yield-on-Cost % distribution charts can be found below:
* The bar in red indicates where Fidelity China Special Situations's 5-Year Yield-on-Cost % falls into.
Fidelity China Special Situations 5-Year Yield-on-Cost % Calculation
Dividend Yield % and dividend growth of a stock is an important factor for income investors. But if company A raises its dividend constantly faster than company B, company A's future dividend yield might be much higher than Company B's even if their yields are the same now and their stock prices do not change.
Yield on Cost assumes that you buy and the stock today, and hold it for 5 years. If the company raises it dividends at the same rate as it did over the past 5 years, the dividends investors receive annually in 5 years relative to the stock price today.
Fidelity China Special Situations (LSE:FCSS) has a 5-Year Yield-on-Cost % of 6.35 as of Jul. 13, 2026. 5-Year Yield on Cost measures the expected yield based on a company's current yield and 5-year dividend growth. View historical data on Fidelity China Special Situations and its competitors. This is 120% above median its historical median of 2.88. Over the past decade, Fidelity China Special Situations' 5-Year Yield-on-Cost % has ranged from 1.19 to 6.64. According to the industry distribution chart, Fidelity China Special Situations ranks #562 out of 1114 companies in the Asset Management industry, placing it in the top 50.4%.
Is Fidelity China Special Situations' 5-Year Yield-on-Cost % too high?
Fidelity China Special Situations' current 5-Year Yield-on-Cost % of 6.35 is 120% above median its 10-year median of 2.88. Over the past 10 years, this metric has ranged from a low of 1.19 to a high of 6.64. The Asset Management industry median 5-Year Yield-on-Cost % is 6.45. Fidelity China Special Situations' value of 6.35 is 1.5% below this industry median. Based on the distribution chart, Fidelity China Special Situations ranks #562 out of 1114 companies in the Asset Management industry, which is below the industry midpoint. Overall, Fidelity China Special Situations has a GF Score™ of 41/100, reflecting its overall financial health beyond just this single metric.
How does Fidelity China Special Situations' 5-Year Yield-on-Cost % compare to BLK and BX?
According to the Asset Management industry distribution chart, Fidelity China Special Situations ranks #562 out of 1114 companies for 5-Year Yield-on-Cost %. This places Fidelity China Special Situations in the lower half of its industry. The industry median 5-Year Yield-on-Cost % is 6.45. Fidelity China Special Situations' value of 6.35 is 1.5% below this benchmark. Historically, Fidelity China Special Situations' own 5-Year Yield-on-Cost % has ranged from 1.19 to 6.64 over the past decade. While the company's 10-year median is 2.88 vs. the industry median of 6.45, Fidelity China Special Situations has consistently been below the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 5-Year Yield-on-Cost % for an Asset Management company?
The median 5-Year Yield-on-Cost % among Asset Management companies is 6.45, based on 1,114 companies in the industry. Companies in the top quartile (top 25%) have a 5-Year Yield-on-Cost % significantly above this median, while those in the bottom quartile fall well below. However, 5-Year Yield-on-Cost % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Fidelity China Special Situations's current 5-Year Yield-on-Cost % of 6.35 is 1.5% below the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high 5-Year Yield-on-Cost % mean?
A high 5-Year Yield-on-Cost % can signal that a stock is expensive relative to its fundamentals. 5-Year Yield on Cost measures the expected yield based on a company's current yield and 5-year dividend growth. View historical data on Fidelity China Special Situations and its competitors. For the Asset Management industry, the median 5-Year Yield-on-Cost % is 6.45 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Fidelity China Special Situations's current 5-Year Yield-on-Cost % is 6.35, which is 120% above median its own 10-year median of 2.88. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Fidelity China Special Situations stock overvalued right now?
Fidelity China Special Situations (LSE:FCSS) has a current 5-Year Yield-on-Cost % of 6.35. The current 5-Year Yield-on-Cost % is 6.35, which is 120% above median its 10-year median of 2.88 and 1.5% below the Asset Management industry median of 6.45. Fidelity China Special Situations' overall GF Score™ is 41/100 with 1 warning sign to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 5-Year Yield-on-Cost % calculated?
5-Year Yield-on-Cost % is calculated from a company's financial statements. For Fidelity China Special Situations (LSE:FCSS), the current 5-Year Yield-on-Cost % is 6.35 as of Jul. 13, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.
Fidelity China Special Situations Business Description
Fidelity China Special Situations PLC offers investors building a diversified portfolio direct exposure to China. The Company's investment objective is to achieve long-term capital growth through an actively managed portfolio mainly comprising securities issued by companies in China, both listed and unlisted, as well as Chinese companies listed elsewhere. The Company may also invest in companies with interests in China. Its portfolio may consist of equities, index-linked securities, equity-linked notes, other debt securities, cash deposits, money market instruments, foreign currency exchange transactions and other interests, including derivatives such as futures, options and contracts for difference.
41GF Score
Get the complete analysis for LSE:FCSS
5-Year Yield-on-Cost % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
Quick Browse
Personalize
Premium Gurus 
Create New Portfolio
LSE:FCSS has been successfully added to your 