FWCFX vs. FGIAX
Compare and contrast key facts about Fidelity Advisor Worldwide Fund Class C (FWCFX) and Nuveen Global Infrastructure Fund Class A (FGIAX).
FWCFX is managed by Fidelity. It was launched on Feb 19, 2009. FGIAX is a passively managed fund by Nuveen that tracks the performance of the S&P Global Infrastructure Index NR. It was launched on Dec 17, 2007.
Performance
FWCFX vs. FGIAX - Performance Comparison
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FWCFX vs. FGIAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FWCFX Fidelity Advisor Worldwide Fund Class C | -3.30% | 14.91% | 47.60% | 23.61% | -26.54% | 17.21% | 29.53% | 27.53% | -5.55% | 28.20% |
FGIAX Nuveen Global Infrastructure Fund Class A | 10.36% | 17.73% | 10.70% | 8.51% | -6.23% | 14.51% | -2.76% | 29.32% | -7.91% | 19.40% |
Returns By Period
In the year-to-date period, FWCFX achieves a -3.30% return, which is significantly lower than FGIAX's 10.36% return. Over the past 10 years, FWCFX has outperformed FGIAX with an annualized return of 13.46%, while FGIAX has yielded a comparatively lower 8.78% annualized return.
FWCFX
- 1D
- 4.05%
- 1M
- -6.11%
- YTD
- -3.30%
- 6M
- -2.39%
- 1Y
- 20.46%
- 3Y*
- 23.90%
- 5Y*
- 11.03%
- 10Y*
- 13.46%
FGIAX
- 1D
- 0.76%
- 1M
- -2.77%
- YTD
- 10.36%
- 6M
- 10.94%
- 1Y
- 21.22%
- 3Y*
- 14.32%
- 5Y*
- 10.46%
- 10Y*
- 8.78%
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FWCFX vs. FGIAX - Expense Ratio Comparison
FWCFX has a 2.08% expense ratio, which is higher than FGIAX's 1.21% expense ratio.
Return for Risk
FWCFX vs. FGIAX — Risk / Return Rank
FWCFX
FGIAX
FWCFX vs. FGIAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Worldwide Fund Class C (FWCFX) and Nuveen Global Infrastructure Fund Class A (FGIAX). 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.
| FWCFX | FGIAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.06 | 1.79 | -0.74 |
Sortino ratioReturn per unit of downside risk | 1.55 | 2.30 | -0.76 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.36 | -0.14 |
Calmar ratioReturn relative to maximum drawdown | 1.75 | 2.73 | -0.99 |
Martin ratioReturn relative to average drawdown | 6.71 | 12.62 | -5.91 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FWCFX | FGIAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.06 | 1.79 | -0.74 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.55 | 0.80 | -0.26 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.69 | 0.58 | +0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.70 | 0.42 | +0.28 |
Correlation
The correlation between FWCFX and FGIAX is 0.74, 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.
Dividends
FWCFX vs. FGIAX - Dividend Comparison
FWCFX's dividend yield for the trailing twelve months is around 12.54%, more than FGIAX's 9.05% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FWCFX Fidelity Advisor Worldwide Fund Class C | 12.54% | 12.12% | 29.90% | 0.00% | 5.87% | 12.44% | 7.99% | 4.46% | 9.67% | 6.44% | 0.05% | 3.47% |
FGIAX Nuveen Global Infrastructure Fund Class A | 9.05% | 9.99% | 7.46% | 2.27% | 6.11% | 7.20% | 1.38% | 7.06% | 6.32% | 5.83% | 8.23% | 3.05% |
Drawdowns
FWCFX vs. FGIAX - Drawdown Comparison
The maximum FWCFX drawdown since its inception was -34.39%, smaller than the maximum FGIAX drawdown of -49.35%. Use the drawdown chart below to compare losses from any high point for FWCFX and FGIAX.
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Drawdown Indicators
| FWCFX | FGIAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.39% | -49.35% | +14.96% |
Max Drawdown (1Y)Largest decline over 1 year | -11.83% | -8.29% | -3.54% |
Max Drawdown (5Y)Largest decline over 5 years | -34.39% | -21.08% | -13.31% |
Max Drawdown (10Y)Largest decline over 10 years | -34.39% | -38.02% | +3.63% |
Current DrawdownCurrent decline from peak | -8.27% | -3.06% | -5.21% |
Average DrawdownAverage peak-to-trough decline | -6.51% | -7.22% | +0.71% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.08% | 1.79% | +1.29% |
Volatility
FWCFX vs. FGIAX - Volatility Comparison
Fidelity Advisor Worldwide Fund Class C (FWCFX) has a higher volatility of 8.20% compared to Nuveen Global Infrastructure Fund Class A (FGIAX) at 4.15%. This indicates that FWCFX's price experiences larger fluctuations and is considered to be riskier than FGIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FWCFX | FGIAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.20% | 4.15% | +4.05% |
Volatility (6M)Calculated over the trailing 6-month period | 13.50% | 7.07% | +6.43% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.31% | 12.28% | +8.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.25% | 13.08% | +7.17% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.43% | 15.17% | +4.26% |