FIXIX vs. VFINX
Compare and contrast key facts about Fidelity Advisor International Small Cap Fund Class I (FIXIX) and Vanguard 500 Index Fund Investor Shares (VFINX).
FIXIX is managed by Fidelity. It was launched on May 27, 2003. VFINX is managed by Vanguard.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FIXIX or VFINX.
Correlation
The correlation between FIXIX and VFINX is 0.63, 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
FIXIX vs. VFINX - Performance Comparison
Key characteristics
FIXIX:
0.61
VFINX:
1.95
FIXIX:
0.90
VFINX:
2.62
FIXIX:
1.11
VFINX:
1.36
FIXIX:
0.60
VFINX:
2.96
FIXIX:
1.44
VFINX:
12.22
FIXIX:
4.61%
VFINX:
2.05%
FIXIX:
10.89%
VFINX:
12.79%
FIXIX:
-58.65%
VFINX:
-55.25%
FIXIX:
-4.73%
VFINX:
0.00%
Returns By Period
In the year-to-date period, FIXIX achieves a 4.48% return, which is significantly higher than VFINX's 4.10% return. Over the past 10 years, FIXIX has underperformed VFINX with an annualized return of 5.79%, while VFINX has yielded a comparatively higher 13.22% annualized return.
FIXIX
4.48%
5.54%
-1.81%
5.30%
4.89%
5.79%
VFINX
4.10%
2.85%
10.73%
23.04%
14.33%
13.22%
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FIXIX vs. VFINX - Expense Ratio Comparison
FIXIX has a 1.02% expense ratio, which is higher than VFINX's 0.14% expense ratio.
Risk-Adjusted Performance
FIXIX vs. VFINX — Risk-Adjusted Performance Rank
FIXIX
VFINX
FIXIX vs. VFINX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor International Small Cap Fund Class I (FIXIX) 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.
Dividends
FIXIX vs. VFINX - Dividend Comparison
FIXIX's dividend yield for the trailing twelve months is around 2.48%, more than VFINX's 1.10% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIXIX Fidelity Advisor International Small Cap Fund Class I | 2.48% | 2.59% | 1.88% | 0.68% | 2.57% | 0.81% | 1.83% | 1.93% | 1.01% | 1.58% | 5.55% | 16.58% |
VFINX Vanguard 500 Index Fund Investor Shares | 1.10% | 1.14% | 1.36% | 1.57% | 1.15% | 1.84% | 1.77% | 1.94% | 1.69% | 1.92% | 1.99% | 1.74% |
Drawdowns
FIXIX vs. VFINX - Drawdown Comparison
The maximum FIXIX drawdown since its inception was -58.65%, which is greater than VFINX's maximum drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for FIXIX and VFINX. For additional features, visit the drawdowns tool.
Volatility
FIXIX vs. VFINX - Volatility Comparison
The current volatility for Fidelity Advisor International Small Cap Fund Class I (FIXIX) is 2.58%, while Vanguard 500 Index Fund Investor Shares (VFINX) has a volatility of 3.21%. This indicates that FIXIX experiences smaller price fluctuations and is considered to be less risky than VFINX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.