AVEEX vs. FXAIX
Compare and contrast key facts about Avantis Emerging Markets Equity Fund (AVEEX) and Fidelity 500 Index Fund (FXAIX).
AVEEX is managed by Avantis Investors. It was launched on Dec 3, 2019. FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AVEEX or FXAIX.
Correlation
The correlation between AVEEX and FXAIX is 0.68, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
AVEEX vs. FXAIX - Performance Comparison
Key characteristics
AVEEX:
0.95
FXAIX:
1.87
AVEEX:
1.35
FXAIX:
2.52
AVEEX:
1.17
FXAIX:
1.34
AVEEX:
0.99
FXAIX:
2.82
AVEEX:
2.62
FXAIX:
11.69
AVEEX:
4.80%
FXAIX:
2.04%
AVEEX:
13.21%
FXAIX:
12.77%
AVEEX:
-36.45%
FXAIX:
-33.79%
AVEEX:
-5.40%
FXAIX:
0.00%
Returns By Period
In the year-to-date period, AVEEX achieves a 3.97% return, which is significantly lower than FXAIX's 4.63% return.
AVEEX
3.97%
4.33%
1.25%
11.36%
6.03%
N/A
FXAIX
4.63%
2.57%
10.02%
25.15%
14.81%
13.14%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
AVEEX vs. FXAIX - Expense Ratio Comparison
AVEEX has a 0.33% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Risk-Adjusted Performance
AVEEX vs. FXAIX — Risk-Adjusted Performance Rank
AVEEX
FXAIX
AVEEX vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Avantis Emerging Markets Equity Fund (AVEEX) and Fidelity 500 Index Fund (FXAIX). 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
AVEEX vs. FXAIX - Dividend Comparison
AVEEX's dividend yield for the trailing twelve months is around 2.82%, more than FXAIX's 1.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AVEEX Avantis Emerging Markets Equity Fund | 2.82% | 2.93% | 3.51% | 3.48% | 1.92% | 1.52% | 0.26% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FXAIX Fidelity 500 Index Fund | 1.19% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 1.95% | 2.07% | 1.81% | 2.01% | 2.56% | 2.63% |
Drawdowns
AVEEX vs. FXAIX - Drawdown Comparison
The maximum AVEEX drawdown since its inception was -36.45%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for AVEEX and FXAIX. For additional features, visit the drawdowns tool.
Volatility
AVEEX vs. FXAIX - Volatility Comparison
Avantis Emerging Markets Equity Fund (AVEEX) has a higher volatility of 3.30% compared to Fidelity 500 Index Fund (FXAIX) at 3.06%. This indicates that AVEEX's price experiences larger fluctuations and is considered to be riskier than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.