FGILX vs. UCEQX
Compare and contrast key facts about Fidelity Global Equity Income Fund (FGILX) and USAA Cornerstone Equity Fund (UCEQX).
FGILX is managed by Fidelity. It was launched on May 2, 2012. UCEQX is managed by Victory. It was launched on Jun 7, 2012.
Performance
FGILX vs. UCEQX - Performance Comparison
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FGILX vs. UCEQX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FGILX Fidelity Global Equity Income Fund | -0.56% | 25.99% | 13.80% | 15.33% | -11.93% | 19.05% | 14.49% | 30.20% | -10.93% | 21.68% |
UCEQX USAA Cornerstone Equity Fund | -0.78% | 23.71% | 14.50% | 19.36% | -16.25% | 19.68% | 10.76% | 22.49% | -12.06% | 22.59% |
Returns By Period
In the year-to-date period, FGILX achieves a -0.56% return, which is significantly higher than UCEQX's -0.78% return. Over the past 10 years, FGILX has outperformed UCEQX with an annualized return of 11.12%, while UCEQX has yielded a comparatively lower 10.39% annualized return.
FGILX
- 1D
- 2.78%
- 1M
- -5.43%
- YTD
- -0.56%
- 6M
- 2.45%
- 1Y
- 18.86%
- 3Y*
- 15.75%
- 5Y*
- 10.30%
- 10Y*
- 11.12%
UCEQX
- 1D
- 2.88%
- 1M
- -5.43%
- YTD
- -0.78%
- 6M
- 2.20%
- 1Y
- 22.46%
- 3Y*
- 16.90%
- 5Y*
- 9.25%
- 10Y*
- 10.39%
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FGILX vs. UCEQX - Expense Ratio Comparison
FGILX has a 1.02% expense ratio, which is higher than UCEQX's 0.09% expense ratio.
Return for Risk
FGILX vs. UCEQX — Risk / Return Rank
FGILX
UCEQX
FGILX vs. UCEQX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Global Equity Income Fund (FGILX) and USAA Cornerstone Equity Fund (UCEQX). 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.
| FGILX | UCEQX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.29 | 1.38 | -0.09 |
Sortino ratioReturn per unit of downside risk | 1.84 | 1.99 | -0.16 |
Omega ratioGain probability vs. loss probability | 1.29 | 1.30 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.83 | 1.95 | -0.13 |
Martin ratioReturn relative to average drawdown | 8.71 | 9.45 | -0.74 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FGILX | UCEQX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.29 | 1.38 | -0.09 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.77 | 0.61 | +0.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.77 | 0.63 | +0.13 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.78 | 0.63 | +0.15 |
Correlation
The correlation between FGILX and UCEQX is 0.94, 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.
Dividends
FGILX vs. UCEQX - Dividend Comparison
FGILX's dividend yield for the trailing twelve months is around 2.07%, less than UCEQX's 5.12% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FGILX Fidelity Global Equity Income Fund | 2.07% | 2.06% | 2.38% | 1.25% | 1.21% | 11.94% | 3.17% | 1.51% | 6.23% | 2.10% | 1.27% | 2.75% |
UCEQX USAA Cornerstone Equity Fund | 5.12% | 5.08% | 2.56% | 5.10% | 6.80% | 4.61% | 8.25% | 4.79% | 6.73% | 1.91% | 3.16% | 3.63% |
Drawdowns
FGILX vs. UCEQX - Drawdown Comparison
The maximum FGILX drawdown since its inception was -30.59%, smaller than the maximum UCEQX drawdown of -35.33%. Use the drawdown chart below to compare losses from any high point for FGILX and UCEQX.
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Drawdown Indicators
| FGILX | UCEQX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -30.59% | -35.33% | +4.74% |
Max Drawdown (1Y)Largest decline over 1 year | -10.84% | -11.75% | +0.91% |
Max Drawdown (5Y)Largest decline over 5 years | -21.40% | -25.24% | +3.84% |
Max Drawdown (10Y)Largest decline over 10 years | -30.59% | -35.33% | +4.74% |
Current DrawdownCurrent decline from peak | -6.11% | -6.34% | +0.23% |
Average DrawdownAverage peak-to-trough decline | -3.66% | -4.92% | +1.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.28% | 2.43% | -0.15% |
Volatility
FGILX vs. UCEQX - Volatility Comparison
Fidelity Global Equity Income Fund (FGILX) and USAA Cornerstone Equity Fund (UCEQX) have volatilities of 5.84% and 5.93%, 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.
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Volatility by Period
| FGILX | UCEQX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.84% | 5.93% | -0.09% |
Volatility (6M)Calculated over the trailing 6-month period | 8.68% | 9.65% | -0.97% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.12% | 16.60% | -1.48% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.49% | 15.22% | -1.73% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.53% | 16.46% | -1.93% |