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.
Key characteristics
| AIVGX | FIVFX | |
|---|---|---|
| YTD Return | 3.73% | 5.35% |
| 1Y Return | 7.61% | 18.91% |
| 3Y Return (Ann) | 2.05% | 2.76% |
| Sharpe Ratio | 0.63 | 1.47 |
| Daily Std Dev | 11.38% | 12.46% |
| Max Drawdown | -31.04% | -66.31% |
| Current Drawdown | -2.53% | -4.02% |
Correlation
The correlation between AIVGX and FIVFX is 0.94, 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.
Performance
AIVGX vs. FIVFX - Performance Comparison
In the year-to-date period, AIVGX achieves a 3.73% return, which is significantly lower than FIVFX's 5.35% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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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.
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 1.47%, more than FIVFX's 0.36% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AIVGX American Funds International Vantage Fund | 1.47% | 1.53% | 1.51% | 2.84% | 2.65% | 5.86% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FIVFX Fidelity International Capital Appreciation Fund | 0.36% | 0.38% | 0.05% | 9.08% | 1.28% | 3.29% | 3.01% | 3.31% | 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 -66.31%. 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
The current volatility for American Funds International Vantage Fund (AIVGX) is 3.55%, while Fidelity International Capital Appreciation Fund (FIVFX) has a volatility of 3.95%. This indicates that AIVGX experiences smaller price fluctuations and is considered to be less risky than FIVFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.