FGILX vs. VTIAX
Compare and contrast key facts about Fidelity Global Equity Income Fund (FGILX) and Vanguard Total International Stock Index Fund Admiral Shares (VTIAX).
FGILX is managed by Fidelity. It was launched on May 2, 2012. VTIAX is managed by Vanguard. It was launched on Nov 29, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FGILX or VTIAX.
Correlation
The correlation between FGILX and VTIAX is 0.90, 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
FGILX vs. VTIAX - Performance Comparison
Key characteristics
FGILX:
1.58
VTIAX:
0.51
FGILX:
2.17
VTIAX:
0.77
FGILX:
1.28
VTIAX:
1.09
FGILX:
2.52
VTIAX:
0.63
FGILX:
9.40
VTIAX:
2.05
FGILX:
1.67%
VTIAX:
3.02%
FGILX:
9.95%
VTIAX:
12.23%
FGILX:
-30.59%
VTIAX:
-35.83%
FGILX:
-4.23%
VTIAX:
-9.86%
Returns By Period
In the year-to-date period, FGILX achieves a 13.21% return, which is significantly higher than VTIAX's 3.18% return. Over the past 10 years, FGILX has outperformed VTIAX with an annualized return of 8.89%, while VTIAX has yielded a comparatively lower 4.77% annualized return.
FGILX
13.21%
-1.21%
4.12%
14.54%
9.55%
8.89%
VTIAX
3.18%
-3.10%
-1.60%
4.66%
3.97%
4.77%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FGILX vs. VTIAX - Expense Ratio Comparison
FGILX has a 1.02% expense ratio, which is higher than VTIAX's 0.11% expense ratio.
Risk-Adjusted Performance
FGILX vs. VTIAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Global Equity Income Fund (FGILX) and Vanguard Total International Stock Index Fund Admiral Shares (VTIAX). 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
FGILX vs. VTIAX - Dividend Comparison
FGILX's dividend yield for the trailing twelve months is around 0.84%, less than VTIAX's 1.64% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Fidelity Global Equity Income Fund | 0.84% | 1.25% | 1.21% | 0.71% | 0.98% | 1.47% | 2.06% | 1.18% | 1.27% | 3.06% | 10.44% | 3.95% |
Vanguard Total International Stock Index Fund Admiral Shares | 1.64% | 3.21% | 3.05% | 3.05% | 2.10% | 3.04% | 3.17% | 2.74% | 2.93% | 2.84% | 3.40% | 2.71% |
Drawdowns
FGILX vs. VTIAX - Drawdown Comparison
The maximum FGILX drawdown since its inception was -30.59%, smaller than the maximum VTIAX drawdown of -35.83%. Use the drawdown chart below to compare losses from any high point for FGILX and VTIAX. For additional features, visit the drawdowns tool.
Volatility
FGILX vs. VTIAX - Volatility Comparison
The current volatility for Fidelity Global Equity Income Fund (FGILX) is 3.12%, while Vanguard Total International Stock Index Fund Admiral Shares (VTIAX) has a volatility of 3.36%. This indicates that FGILX experiences smaller price fluctuations and is considered to be less risky than VTIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.