FERGX vs. VFINX

In the year-to-date period, FERGX achieves a 6.58% return, which is significantly higher than VFINX's -3.34% return.

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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%.

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.

The current FERGX Sharpe Ratio is 0.47, which is comparable to the VFINX Sharpe Ratio of 0.52. The chart below compares the historical Sharpe Ratios of FERGX and VFINX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FERGX's dividend yield for the trailing twelve months is around 2.26%, more than VFINX's 1.23% yield.

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.

The current volatility for Fidelity SAI Emerging Markets Index Fund (FERGX) is 4.62%, while Vanguard 500 Index Fund Investor Shares (VFINX) has a volatility of 6.81%. This indicates that FERGX experiences smaller price fluctuations and is considered to be less risky than VFINX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.