FPADX vs. CWGIX

In the year-to-date period, FPADX achieves a 10.61% return, which is significantly higher than CWGIX's 6.41% return. Over the past 10 years, FPADX has underperformed CWGIX with an annualized return of 3.41%, while CWGIX has yielded a comparatively higher 8.17% annualized return.

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FPADX has a 0.08% expense ratio, which is lower than CWGIX's 0.75% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Emerging Markets Index Fund (FPADX) and American Funds Capital World Growth and Income Fund Class A (CWGIX). 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.

The current FPADX Sharpe Ratio is 0.57, which is comparable to the CWGIX Sharpe Ratio of 0.61. The chart below compares the historical Sharpe Ratios of FPADX and CWGIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FPADX's dividend yield for the trailing twelve months is around 2.44%, more than CWGIX's 1.65% yield.

The maximum FPADX drawdown since its inception was -39.16%, smaller than the maximum CWGIX drawdown of -53.36%. Use the drawdown chart below to compare losses from any high point for FPADX and CWGIX. For additional features, visit the drawdowns tool.

Fidelity Emerging Markets Index Fund (FPADX) and American Funds Capital World Growth and Income Fund Class A (CWGIX) have volatilities of 3.92% and 3.84%, 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.