AIVGX vs. FIVFX
Compare and contrast key facts about American Funds International Vantage Fund (AIVGX) and Fidelity International Capital Appreciation Fund (FIVFX).
AIVGX is managed by American Funds. It was launched on Mar 31, 2011. FIVFX is managed by Fidelity. It was launched on Nov 1, 1994.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AIVGX or FIVFX.
Performance
AIVGX vs. FIVFX - Performance Comparison
Returns By Period
In the year-to-date period, AIVGX achieves a 2.87% return, which is significantly lower than FIVFX's 9.13% return.
AIVGX
2.87%
-4.65%
-3.00%
8.07%
5.73%
N/A
FIVFX
9.13%
-2.33%
1.37%
16.69%
5.32%
6.31%
Key characteristics
| AIVGX | FIVFX | |
|---|---|---|
| Sharpe Ratio | 0.69 | 1.23 |
| Sortino Ratio | 1.05 | 1.80 |
| Omega Ratio | 1.12 | 1.22 |
| Calmar Ratio | 0.78 | 0.80 |
| Martin Ratio | 2.93 | 5.92 |
| Ulcer Index | 2.83% | 2.90% |
| Daily Std Dev | 12.01% | 13.90% |
| Max Drawdown | -31.04% | -66.32% |
| Current Drawdown | -8.48% | -8.42% |
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AIVGX vs. FIVFX - Expense Ratio Comparison
AIVGX has a 0.59% expense ratio, which is lower than FIVFX's 1.00% expense ratio.
Correlation
The correlation between AIVGX and FIVFX is 0.93, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Risk-Adjusted Performance
AIVGX vs. FIVFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds International Vantage Fund (AIVGX) and Fidelity International Capital Appreciation Fund (FIVFX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
AIVGX vs. FIVFX - Dividend Comparison
AIVGX's dividend yield for the trailing twelve months is around 1.49%, more than FIVFX's 0.35% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AIVGX American Funds International Vantage Fund | 1.49% | 1.53% | 1.43% | 1.07% | 0.62% | 1.76% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FIVFX Fidelity International Capital Appreciation Fund | 0.35% | 0.38% | 0.05% | 0.00% | 0.17% | 0.58% | 0.47% | 0.33% | 0.68% | 1.98% | 6.09% | 0.71% |
Drawdowns
AIVGX vs. FIVFX - Drawdown Comparison
The maximum AIVGX drawdown since its inception was -31.04%, smaller than the maximum FIVFX drawdown of -66.32%. Use the drawdown chart below to compare losses from any high point for AIVGX and FIVFX. For additional features, visit the drawdowns tool.
Volatility
AIVGX vs. FIVFX - Volatility Comparison
American Funds International Vantage Fund (AIVGX) and Fidelity International Capital Appreciation Fund (FIVFX) have volatilities of 3.51% and 3.66%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.