FGOMX vs. FERGX
Compare and contrast key facts about Strategic Advisers Fidelity Emerging Markets Fund (FGOMX) and Fidelity SAI Emerging Markets Index Fund (FERGX).
FGOMX is managed by Fidelity. It was launched on Oct 29, 2018. FERGX is managed by Fidelity Investments. It was launched on Jan 4, 2016.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FGOMX or FERGX.
Correlation
The correlation between FGOMX and FERGX is 0.65, 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
FGOMX vs. FERGX - Performance Comparison
Key characteristics
FGOMX:
0.40
FERGX:
0.47
FGOMX:
0.69
FERGX:
0.80
FGOMX:
1.09
FERGX:
1.10
FGOMX:
0.28
FERGX:
0.33
FGOMX:
1.25
FERGX:
1.44
FGOMX:
5.80%
FERGX:
5.76%
FGOMX:
17.68%
FERGX:
17.16%
FGOMX:
-41.75%
FERGX:
-39.27%
FGOMX:
-14.25%
FERGX:
-14.16%
Returns By Period
The year-to-date returns for both investments are quite close, with FGOMX having a 6.27% return and FERGX slightly higher at 6.58%.
FGOMX
6.27%
10.09%
1.00%
7.10%
7.16%
N/A
FERGX
6.58%
9.33%
1.34%
8.03%
6.62%
N/A
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FGOMX vs. FERGX - Expense Ratio Comparison
FGOMX has a 0.25% expense ratio, which is higher than FERGX's 0.08% expense ratio. However, 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
FGOMX vs. FERGX — Risk-Adjusted Performance Rank
FGOMX
FERGX
FGOMX vs. FERGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Strategic Advisers Fidelity Emerging Markets Fund (FGOMX) and Fidelity SAI Emerging Markets Index Fund (FERGX). 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
FGOMX vs. FERGX - Dividend Comparison
FGOMX's dividend yield for the trailing twelve months is around 2.26%, which matches FERGX's 2.26% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
FGOMX Strategic Advisers Fidelity Emerging Markets Fund | 2.26% | 2.40% | 2.83% | 2.42% | 4.63% | 0.73% | 2.13% | 1.42% | 0.00% | 0.00% |
FERGX Fidelity SAI Emerging Markets Index Fund | 2.26% | 2.40% | 2.67% | 2.51% | 2.90% | 1.49% | 2.49% | 2.58% | 1.82% | 1.12% |
Drawdowns
FGOMX vs. FERGX - Drawdown Comparison
The maximum FGOMX drawdown since its inception was -41.75%, which is greater than FERGX's maximum drawdown of -39.27%. Use the drawdown chart below to compare losses from any high point for FGOMX and FERGX. For additional features, visit the drawdowns tool.
Volatility
FGOMX vs. FERGX - Volatility Comparison
Strategic Advisers Fidelity Emerging Markets Fund (FGOMX) and Fidelity SAI Emerging Markets Index Fund (FERGX) have volatilities of 4.62% and 4.62%, 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.