FIGSX vs. FZILX
Compare and contrast key facts about Fidelity Series International Growth Fund (FIGSX) and Fidelity ZERO International Index Fund (FZILX).
FIGSX is managed by Fidelity. It was launched on Dec 3, 2009. FZILX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FIGSX or FZILX.
Key characteristics
| FIGSX | FZILX | |
|---|---|---|
| YTD Return | 10.62% | 9.67% |
| 1Y Return | 22.16% | 16.47% |
| 3Y Return (Ann) | 1.48% | 2.08% |
| 5Y Return (Ann) | 9.60% | 6.85% |
| Sharpe Ratio | 1.67 | 1.31 |
| Daily Std Dev | 13.64% | 13.48% |
| Max Drawdown | -34.46% | -34.37% |
| Current Drawdown | -1.15% | -1.46% |
Correlation
The correlation between FIGSX and FZILX is 0.92, 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.
Performance
FIGSX vs. FZILX - Performance Comparison
In the year-to-date period, FIGSX achieves a 10.62% return, which is significantly higher than FZILX's 9.67% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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FIGSX vs. FZILX - Expense Ratio Comparison
FIGSX has a 0.01% expense ratio, which is higher than FZILX's 0.00% 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
FIGSX vs. FZILX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Series International Growth Fund (FIGSX) and Fidelity ZERO International Index Fund (FZILX). 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
FIGSX vs. FZILX - Dividend Comparison
FIGSX's dividend yield for the trailing twelve months is around 1.15%, less than FZILX's 2.72% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIGSX Fidelity Series International Growth Fund | 1.15% | 1.27% | 3.53% | 8.33% | 16.24% | 3.64% | 7.47% | 3.14% | 2.54% | 4.69% | 4.31% | 1.72% |
FZILX Fidelity ZERO International Index Fund | 2.72% | 2.98% | 2.71% | 2.61% | 1.64% | 2.83% | 0.66% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FIGSX vs. FZILX - Drawdown Comparison
The maximum FIGSX drawdown since its inception was -34.46%, roughly equal to the maximum FZILX drawdown of -34.37%. Use the drawdown chart below to compare losses from any high point for FIGSX and FZILX. For additional features, visit the drawdowns tool.
Volatility
FIGSX vs. FZILX - Volatility Comparison
Fidelity Series International Growth Fund (FIGSX) and Fidelity ZERO International Index Fund (FZILX) have volatilities of 4.16% and 4.16%, 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.