FHLFX vs. IGAAX
Compare and contrast key facts about Fidelity Series International Index Fund (FHLFX) and American Funds International Growth and Income Fund Class A (IGAAX).
FHLFX is managed by Fidelity. It was launched on Aug 17, 2018. IGAAX is managed by American Funds. It was launched on Oct 1, 2008.
Performance
FHLFX vs. IGAAX - Performance Comparison
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FHLFX vs. IGAAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
FHLFX Fidelity Series International Index Fund | -1.92% | 31.96% | 3.67% | 18.16% | -14.17% | 11.23% | 8.09% | 21.66% | -10.70% |
IGAAX American Funds International Growth and Income Fund Class A | -0.77% | 35.09% | 3.28% | 15.25% | -15.47% | 9.80% | 7.78% | 27.11% | -10.44% |
Returns By Period
In the year-to-date period, FHLFX achieves a -1.92% return, which is significantly lower than IGAAX's -0.77% return.
FHLFX
- 1D
- 0.47%
- 1M
- -10.83%
- YTD
- -1.92%
- 6M
- 2.52%
- 1Y
- 19.92%
- 3Y*
- 13.48%
- 5Y*
- 7.91%
- 10Y*
- —
IGAAX
- 1D
- -0.02%
- 1M
- -10.90%
- YTD
- -0.77%
- 6M
- 4.93%
- 1Y
- 24.81%
- 3Y*
- 14.07%
- 5Y*
- 7.18%
- 10Y*
- 8.52%
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FHLFX vs. IGAAX - Expense Ratio Comparison
FHLFX has a 0.01% expense ratio, which is lower than IGAAX's 0.91% expense ratio.
Return for Risk
FHLFX vs. IGAAX — Risk / Return Rank
FHLFX
IGAAX
FHLFX vs. IGAAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Series International Index Fund (FHLFX) and American Funds International Growth and Income Fund Class A (IGAAX). 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.
| FHLFX | IGAAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.11 | 1.66 | -0.54 |
Sortino ratioReturn per unit of downside risk | 1.56 | 2.12 | -0.57 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.33 | -0.11 |
Calmar ratioReturn relative to maximum drawdown | 1.54 | 2.06 | -0.52 |
Martin ratioReturn relative to average drawdown | 5.91 | 8.18 | -2.27 |
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
| FHLFX | IGAAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.11 | 1.66 | -0.54 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.50 | 0.50 | 0.00 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.54 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.43 | +0.02 |
Correlation
The correlation between FHLFX and IGAAX 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
FHLFX vs. IGAAX - Dividend Comparison
FHLFX's dividend yield for the trailing twelve months is around 3.53%, less than IGAAX's 8.31% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FHLFX Fidelity Series International Index Fund | 3.53% | 3.46% | 2.98% | 2.86% | 2.60% | 2.47% | 1.92% | 1.95% | 0.62% | 0.00% | 0.00% | 0.00% |
IGAAX American Funds International Growth and Income Fund Class A | 8.31% | 8.14% | 3.37% | 2.29% | 4.00% | 6.91% | 1.37% | 2.40% | 2.81% | 1.85% | 2.35% | 3.25% |
Drawdowns
FHLFX vs. IGAAX - Drawdown Comparison
The maximum FHLFX drawdown since its inception was -33.58%, smaller than the maximum IGAAX drawdown of -35.79%. Use the drawdown chart below to compare losses from any high point for FHLFX and IGAAX.
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Drawdown Indicators
| FHLFX | IGAAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.58% | -35.79% | +2.21% |
Max Drawdown (1Y)Largest decline over 1 year | -11.37% | -10.92% | -0.45% |
Max Drawdown (5Y)Largest decline over 5 years | -29.36% | -30.57% | +1.21% |
Max Drawdown (10Y)Largest decline over 10 years | — | -35.79% | — |
Current DrawdownCurrent decline from peak | -10.83% | -10.92% | +0.09% |
Average DrawdownAverage peak-to-trough decline | -6.18% | -7.96% | +1.78% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.96% | 2.75% | +0.21% |
Volatility
FHLFX vs. IGAAX - Volatility Comparison
Fidelity Series International Index Fund (FHLFX) has a higher volatility of 7.01% compared to American Funds International Growth and Income Fund Class A (IGAAX) at 5.76%. This indicates that FHLFX's price experiences larger fluctuations and is considered to be riskier than IGAAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FHLFX | IGAAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.01% | 5.76% | +1.25% |
Volatility (6M)Calculated over the trailing 6-month period | 10.62% | 9.41% | +1.21% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.84% | 14.41% | +2.43% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.77% | 14.40% | +1.37% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.61% | 15.81% | +1.80% |