CMIUX vs. FXAIX
Compare and contrast key facts about Six Circles Managed Equity Portfolio International Unconstrained Fund (CMIUX) and Fidelity 500 Index Fund (FXAIX).
CMIUX is managed by Six Circles. It was launched on Apr 9, 2019. FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CMIUX or FXAIX.
Correlation
The correlation between CMIUX and FXAIX is 0.76, 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
CMIUX vs. FXAIX - Performance Comparison
Key characteristics
CMIUX:
0.53
FXAIX:
0.53
CMIUX:
0.85
FXAIX:
0.87
CMIUX:
1.11
FXAIX:
1.13
CMIUX:
0.65
FXAIX:
0.55
CMIUX:
1.78
FXAIX:
2.29
CMIUX:
5.20%
FXAIX:
4.55%
CMIUX:
17.54%
FXAIX:
19.55%
CMIUX:
-36.83%
FXAIX:
-33.79%
CMIUX:
-1.71%
FXAIX:
-9.89%
Returns By Period
In the year-to-date period, CMIUX achieves a 11.57% return, which is significantly higher than FXAIX's -5.72% return.
CMIUX
11.57%
1.70%
5.44%
9.01%
15.12%
N/A
FXAIX
-5.72%
-2.90%
-4.27%
9.76%
15.73%
11.95%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
CMIUX vs. FXAIX - Expense Ratio Comparison
CMIUX has a 0.13% expense ratio, which is higher than FXAIX's 0.02% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
CMIUX vs. FXAIX — Risk-Adjusted Performance Rank
CMIUX
FXAIX
CMIUX vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Six Circles Managed Equity Portfolio International Unconstrained Fund (CMIUX) 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
CMIUX vs. FXAIX - Dividend Comparison
CMIUX's dividend yield for the trailing twelve months is around 2.65%, more than FXAIX's 1.35% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CMIUX Six Circles Managed Equity Portfolio International Unconstrained Fund | 2.65% | 2.95% | 2.26% | 2.98% | 1.93% | 1.81% | 1.55% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FXAIX Fidelity 500 Index Fund | 1.35% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 1.95% | 2.07% | 1.81% | 2.01% | 2.56% | 2.63% |
Drawdowns
CMIUX vs. FXAIX - Drawdown Comparison
The maximum CMIUX drawdown since its inception was -36.83%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for CMIUX and FXAIX. For additional features, visit the drawdowns tool.
Volatility
CMIUX vs. FXAIX - Volatility Comparison
The current volatility for Six Circles Managed Equity Portfolio International Unconstrained Fund (CMIUX) is 11.01%, while Fidelity 500 Index Fund (FXAIX) has a volatility of 14.39%. This indicates that CMIUX experiences smaller price fluctuations and is considered to be less risky than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.