FIISX vs. IVINX
Compare and contrast key facts about Delaware Global Equity Fund (FIISX) and Delaware Ivy Global Growth Fund (IVINX).
FIISX is managed by Delaware Funds. It was launched on Nov 15, 1981. IVINX is managed by Delaware Funds by Macquarie. It was launched on Apr 29, 1986.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FIISX or IVINX.
Correlation
The correlation between FIISX and IVINX is 0.80, 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
FIISX vs. IVINX - Performance Comparison
Key characteristics
Returns By Period
FIISX
N/A
N/A
N/A
N/A
N/A
N/A
IVINX
7.21%
4.40%
3.33%
14.63%
-5.12%
-1.05%
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FIISX vs. IVINX - Expense Ratio Comparison
FIISX has a 1.30% expense ratio, which is higher than IVINX's 1.28% expense ratio.
Risk-Adjusted Performance
FIISX vs. IVINX — Risk-Adjusted Performance Rank
FIISX
IVINX
FIISX vs. IVINX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Delaware Global Equity Fund (FIISX) and Delaware Ivy Global Growth Fund (IVINX). 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
FIISX vs. IVINX - Dividend Comparison
FIISX has not paid dividends to shareholders, while IVINX's dividend yield for the trailing twelve months is around 0.24%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIISX Delaware Global Equity Fund | 2.65% | 2.65% | 0.59% | 0.40% | 2.60% | 0.47% | 3.20% | 2.98% | 1.54% | 0.03% | 1.06% | 3.89% |
IVINX Delaware Ivy Global Growth Fund | 0.24% | 0.26% | 0.64% | 0.00% | 0.32% | 0.00% | 0.19% | 0.21% | 0.14% | 0.00% | 0.10% | 0.07% |
Drawdowns
FIISX vs. IVINX - Drawdown Comparison
Volatility
FIISX vs. IVINX - Volatility Comparison
The current volatility for Delaware Global Equity Fund (FIISX) is 0.00%, while Delaware Ivy Global Growth Fund (IVINX) has a volatility of 3.64%. This indicates that FIISX experiences smaller price fluctuations and is considered to be less risky than IVINX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.