FOUR vs. FXAIX
Compare and contrast key facts about Shift4 Payments, Inc. (FOUR) and Fidelity 500 Index Fund (FXAIX).
FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FOUR or FXAIX.
Correlation
The correlation between FOUR and FXAIX is 0.50, 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
FOUR vs. FXAIX - Performance Comparison
Key characteristics
FOUR:
1.01
FXAIX:
2.05
FOUR:
1.60
FXAIX:
2.74
FOUR:
1.21
FXAIX:
1.38
FOUR:
1.07
FXAIX:
3.07
FOUR:
3.09
FXAIX:
13.21
FOUR:
14.79%
FXAIX:
1.97%
FOUR:
45.51%
FXAIX:
12.65%
FOUR:
-69.95%
FXAIX:
-33.79%
FOUR:
-7.34%
FXAIX:
-2.72%
Returns By Period
In the year-to-date period, FOUR achieves a 2.63% return, which is significantly higher than FXAIX's 0.65% return.
FOUR
2.63%
3.51%
57.96%
45.90%
N/A
N/A
FXAIX
0.65%
-2.13%
5.74%
26.13%
14.46%
13.08%
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Risk-Adjusted Performance
FOUR vs. FXAIX — Risk-Adjusted Performance Rank
FOUR
FXAIX
FOUR vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Shift4 Payments, Inc. (FOUR) 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
FOUR vs. FXAIX - Dividend Comparison
FOUR has not paid dividends to shareholders, while FXAIX's dividend yield for the trailing twelve months is around 1.24%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FOUR Shift4 Payments, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FXAIX Fidelity 500 Index Fund | 1.24% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 1.95% | 2.07% | 1.81% | 2.01% | 2.56% | 2.63% |
Drawdowns
FOUR vs. FXAIX - Drawdown Comparison
The maximum FOUR drawdown since its inception was -69.95%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for FOUR and FXAIX. For additional features, visit the drawdowns tool.
Volatility
FOUR vs. FXAIX - Volatility Comparison
Shift4 Payments, Inc. (FOUR) has a higher volatility of 10.26% compared to Fidelity 500 Index Fund (FXAIX) at 4.47%. This indicates that FOUR's price experiences larger fluctuations and is considered to be riskier than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.