FIEUX vs. FXAIX
Compare and contrast key facts about Fidelity Europe Fund (FIEUX) and Fidelity 500 Index Fund (FXAIX).
FIEUX is managed by Fidelity. It was launched on Oct 1, 1986. FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FIEUX or FXAIX.
Correlation
The correlation between FIEUX and FXAIX is 0.69, 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
FIEUX vs. FXAIX - Performance Comparison
Key characteristics
FIEUX:
0.70
FXAIX:
0.31
FIEUX:
1.06
FXAIX:
0.57
FIEUX:
1.14
FXAIX:
1.08
FIEUX:
0.52
FXAIX:
0.32
FIEUX:
2.57
FXAIX:
1.43
FIEUX:
4.66%
FXAIX:
4.19%
FIEUX:
17.10%
FXAIX:
19.11%
FIEUX:
-59.38%
FXAIX:
-33.79%
FIEUX:
-13.69%
FXAIX:
-13.85%
Returns By Period
In the year-to-date period, FIEUX achieves a 11.30% return, which is significantly higher than FXAIX's -9.86% return. Over the past 10 years, FIEUX has underperformed FXAIX with an annualized return of 1.98%, while FXAIX has yielded a comparatively higher 11.44% annualized return.
FIEUX
11.30%
-2.75%
4.59%
12.45%
7.56%
1.98%
FXAIX
-9.86%
-6.66%
-9.36%
7.75%
15.14%
11.44%
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FIEUX vs. FXAIX - Expense Ratio Comparison
FIEUX has a 1.06% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Risk-Adjusted Performance
FIEUX vs. FXAIX — Risk-Adjusted Performance Rank
FIEUX
FXAIX
FIEUX vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Europe Fund (FIEUX) and Fidelity 500 Index Fund (FXAIX). 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
FIEUX vs. FXAIX - Dividend Comparison
FIEUX's dividend yield for the trailing twelve months is around 2.95%, more than FXAIX's 1.41% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIEUX Fidelity Europe Fund | 2.95% | 3.28% | 1.62% | 0.00% | 2.87% | 1.15% | 4.44% | 1.01% | 0.97% | 1.14% | 2.78% | 2.59% |
FXAIX Fidelity 500 Index Fund | 1.41% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 1.95% | 2.07% | 1.81% | 2.01% | 2.56% | 2.63% |
Drawdowns
FIEUX vs. FXAIX - Drawdown Comparison
The maximum FIEUX drawdown since its inception was -59.38%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for FIEUX and FXAIX. For additional features, visit the drawdowns tool.
Volatility
FIEUX vs. FXAIX - Volatility Comparison
The current volatility for Fidelity Europe Fund (FIEUX) is 11.11%, while Fidelity 500 Index Fund (FXAIX) has a volatility of 13.77%. This indicates that FIEUX experiences smaller price fluctuations and is considered to be less risky than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.