FIFGX vs. VFINX
Compare and contrast key facts about Fidelity SAI Inflation-Focused (FIFGX) and Vanguard 500 Index Fund Investor Shares (VFINX).
FIFGX is managed by Fidelity. It was launched on Dec 20, 2018. VFINX is managed by Vanguard.
Performance
FIFGX vs. VFINX - Performance Comparison
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FIFGX vs. VFINX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
FIFGX Fidelity SAI Inflation-Focused | 40.42% | 7.44% | 6.34% | -11.90% | 9.30% | 32.92% | 1.48% | 9.32% | -2.00% |
VFINX Vanguard 500 Index Fund Investor Shares | -7.09% | 17.71% | 24.84% | 26.12% | -18.24% | 28.53% | 18.20% | 31.33% | 1.64% |
Returns By Period
In the year-to-date period, FIFGX achieves a 40.42% return, which is significantly higher than VFINX's -7.09% return.
FIFGX
- 1D
- 1.03%
- 1M
- 22.58%
- YTD
- 40.42%
- 6M
- 39.86%
- 1Y
- 40.86%
- 3Y*
- 13.84%
- 5Y*
- 13.85%
- 10Y*
- —
VFINX
- 1D
- -0.39%
- 1M
- -7.69%
- YTD
- -7.09%
- 6M
- -4.65%
- 1Y
- 14.30%
- 3Y*
- 17.02%
- 5Y*
- 11.26%
- 10Y*
- 13.60%
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FIFGX vs. VFINX - Expense Ratio Comparison
FIFGX has a 0.39% expense ratio, which is higher than VFINX's 0.14% expense ratio.
Return for Risk
FIFGX vs. VFINX — Risk / Return Rank
FIFGX
VFINX
FIFGX vs. VFINX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity SAI Inflation-Focused (FIFGX) 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.
| FIFGX | VFINX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.00 | 0.83 | +1.18 |
Sortino ratioReturn per unit of downside risk | 2.62 | 1.29 | +1.33 |
Omega ratioGain probability vs. loss probability | 1.36 | 1.20 | +0.16 |
Calmar ratioReturn relative to maximum drawdown | 3.50 | 1.05 | +2.46 |
Martin ratioReturn relative to average drawdown | 9.26 | 5.08 | +4.18 |
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
| FIFGX | VFINX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.00 | 0.83 | +1.18 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.03 | 0.67 | -0.64 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.76 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.03 | 0.59 | -0.56 |
Correlation
The correlation between FIFGX and VFINX is 0.23, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
FIFGX vs. VFINX - Dividend Comparison
FIFGX's dividend yield for the trailing twelve months is around 3.87%, more than VFINX's 1.11% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIFGX Fidelity SAI Inflation-Focused | 3.87% | 5.44% | 4.73% | 2.43% | 12.64% | 35.77% | 3.10% | 1.59% | 0.00% | 0.00% | 0.00% | 0.00% |
VFINX Vanguard 500 Index Fund Investor Shares | 1.11% | 1.02% | 1.14% | 1.36% | 1.57% | 1.15% | 1.45% | 1.77% | 1.94% | 1.69% | 1.92% | 1.99% |
Drawdowns
FIFGX vs. VFINX - Drawdown Comparison
The maximum FIFGX drawdown since its inception was -92.38%, which is greater than VFINX's maximum drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for FIFGX and VFINX.
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Drawdown Indicators
| FIFGX | VFINX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -92.38% | -55.25% | -37.13% |
Max Drawdown (1Y)Largest decline over 1 year | -12.22% | -12.12% | -0.10% |
Max Drawdown (5Y)Largest decline over 5 years | -92.38% | -24.59% | -67.79% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.83% | — |
Current DrawdownCurrent decline from peak | 0.00% | -8.92% | +8.92% |
Average DrawdownAverage peak-to-trough decline | -14.19% | -8.31% | -5.88% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.63% | 2.50% | +2.13% |
Volatility
FIFGX vs. VFINX - Volatility Comparison
Fidelity SAI Inflation-Focused (FIFGX) has a higher volatility of 10.69% compared to Vanguard 500 Index Fund Investor Shares (VFINX) at 4.24%. This indicates that FIFGX's price experiences larger fluctuations and is considered to be riskier than VFINX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FIFGX | VFINX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.69% | 4.24% | +6.45% |
Volatility (6M)Calculated over the trailing 6-month period | 16.35% | 9.08% | +7.27% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.61% | 18.13% | +3.48% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 408.16% | 16.86% | +391.30% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 338.61% | 18.03% | +320.58% |