FFGCX vs. FIQRX
Compare and contrast key facts about Fidelity Global Commodity Stock Fund (FFGCX) and Fidelity Advisor Global Commodity Stock Fund Class Z (FIQRX).
FFGCX is managed by Fidelity. It was launched on Mar 25, 2009. FIQRX is managed by Fidelity. It was launched on Oct 2, 2018.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FFGCX or FIQRX.
Key characteristics
| FFGCX | FIQRX | |
|---|---|---|
| YTD Return | 7.55% | 7.58% |
| 1Y Return | 8.23% | 8.36% |
| 3Y Return (Ann) | 8.96% | 9.14% |
| 5Y Return (Ann) | 11.86% | 12.05% |
| Sharpe Ratio | 0.45 | 0.46 |
| Daily Std Dev | 17.46% | 17.61% |
| Max Drawdown | -55.11% | -46.32% |
| Current Drawdown | -10.36% | -10.06% |
Correlation
The correlation between FFGCX and FIQRX is 1.00, 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
FFGCX vs. FIQRX - Performance Comparison
The year-to-date returns for both investments are quite close, with FFGCX having a 7.55% return and FIQRX slightly higher at 7.58%. 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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FFGCX vs. FIQRX - Expense Ratio Comparison
FFGCX has a 0.94% expense ratio, which is higher than FIQRX's 0.80% expense ratio.
Risk-Adjusted Performance
FFGCX vs. FIQRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Global Commodity Stock Fund (FFGCX) and Fidelity Advisor Global Commodity Stock Fund Class Z (FIQRX). 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
FFGCX vs. FIQRX - Dividend Comparison
FFGCX's dividend yield for the trailing twelve months is around 1.87%, less than FIQRX's 2.12% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FFGCX Fidelity Global Commodity Stock Fund | 1.87% | 2.01% | 1.84% | 3.39% | 1.61% | 2.98% | 2.22% | 1.35% | 1.53% | 2.86% | 3.07% | 2.75% |
FIQRX Fidelity Advisor Global Commodity Stock Fund Class Z | 2.12% | 2.28% | 1.99% | 3.55% | 1.66% | 3.34% | 2.58% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FFGCX vs. FIQRX - Drawdown Comparison
The maximum FFGCX drawdown since its inception was -55.11%, which is greater than FIQRX's maximum drawdown of -46.32%. Use the drawdown chart below to compare losses from any high point for FFGCX and FIQRX. For additional features, visit the drawdowns tool.
Volatility
FFGCX vs. FIQRX - Volatility Comparison
Fidelity Global Commodity Stock Fund (FFGCX) and Fidelity Advisor Global Commodity Stock Fund Class Z (FIQRX) have volatilities of 3.42% and 3.44%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.