FGOMX vs. VFINX

In the year-to-date period, FGOMX achieves a 6.27% return, which is significantly higher than VFINX's -3.39% return.

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FGOMX has a 0.25% expense ratio, which is higher than VFINX's 0.14% 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%.

This table presents a comparison of risk-adjusted performance metrics for Strategic Advisers Fidelity Emerging Markets Fund (FGOMX) 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 FGOMX Sharpe Ratio is 0.40, which is comparable to the VFINX Sharpe Ratio of 0.51. The chart below compares the historical Sharpe Ratios of FGOMX 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.

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

The maximum FGOMX drawdown since its inception was -41.75%, smaller than the maximum VFINX drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for FGOMX and VFINX. For additional features, visit the drawdowns tool.

The current volatility for Strategic Advisers Fidelity Emerging Markets Fund (FGOMX) is 4.62%, while Vanguard 500 Index Fund Investor Shares (VFINX) has a volatility of 6.81%. This indicates that FGOMX 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.