FERGX vs. VFINX
Compare and contrast key facts about Fidelity SAI Emerging Markets Index Fund (FERGX) and Vanguard 500 Index Fund Investor Shares (VFINX).
FERGX is managed by Fidelity Investments. It was launched on Jan 4, 2016. VFINX is managed by Vanguard.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FERGX or VFINX.
Correlation
The correlation between FERGX and VFINX is 0.64, 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
FERGX vs. VFINX - Performance Comparison
Key characteristics
FERGX:
1.04
VFINX:
1.86
FERGX:
1.53
VFINX:
2.50
FERGX:
1.19
VFINX:
1.34
FERGX:
0.57
VFINX:
2.80
FERGX:
3.02
VFINX:
11.60
FERGX:
4.82%
VFINX:
2.04%
FERGX:
14.02%
VFINX:
12.76%
FERGX:
-39.27%
VFINX:
-55.25%
FERGX:
-13.98%
VFINX:
-0.42%
Returns By Period
In the year-to-date period, FERGX achieves a 6.80% return, which is significantly higher than VFINX's 4.17% return.
FERGX
6.80%
5.25%
5.32%
14.02%
3.11%
N/A
VFINX
4.17%
1.24%
10.46%
24.29%
14.64%
13.18%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FERGX vs. VFINX - Expense Ratio Comparison
FERGX has a 0.08% expense ratio, which is lower than VFINX's 0.14% expense ratio. Despite the difference, 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
FERGX vs. VFINX — Risk-Adjusted Performance Rank
FERGX
VFINX
FERGX vs. VFINX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity SAI Emerging Markets Index Fund (FERGX) and Vanguard 500 Index Fund Investor Shares (VFINX). 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
FERGX vs. VFINX - Dividend Comparison
FERGX's dividend yield for the trailing twelve months is around 2.25%, more than VFINX's 1.09% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FERGX Fidelity SAI Emerging Markets Index Fund | 2.25% | 2.40% | 2.67% | 2.51% | 2.90% | 1.49% | 2.49% | 2.58% | 1.82% | 1.12% | 0.00% | 0.00% |
VFINX Vanguard 500 Index Fund Investor Shares | 1.09% | 1.14% | 1.36% | 1.57% | 1.15% | 1.84% | 1.77% | 1.94% | 1.69% | 1.92% | 1.99% | 1.74% |
Drawdowns
FERGX vs. VFINX - Drawdown Comparison
The maximum FERGX drawdown since its inception was -39.27%, smaller than the maximum VFINX drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for FERGX and VFINX. For additional features, visit the drawdowns tool.
Volatility
FERGX vs. VFINX - Volatility Comparison
Fidelity SAI Emerging Markets Index Fund (FERGX) has a higher volatility of 3.90% compared to Vanguard 500 Index Fund Investor Shares (VFINX) at 3.01%. This indicates that FERGX's price experiences larger fluctuations and is considered to be riskier than VFINX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.