FWIFX vs. FXAIX
Compare and contrast key facts about Fidelity Advisor Worldwide Fund Class I (FWIFX) and Fidelity 500 Index Fund (FXAIX).
FWIFX is managed by Fidelity. It was launched on Feb 19, 2009. FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FWIFX or FXAIX.
Key characteristics
| FWIFX | FXAIX | |
|---|---|---|
| YTD Return | 31.00% | 26.92% |
| 1Y Return | 39.78% | 37.57% |
| 3Y Return (Ann) | 5.81% | 10.24% |
| 5Y Return (Ann) | 14.87% | 15.96% |
| 10Y Return (Ann) | 12.13% | 13.30% |
| Sharpe Ratio | 2.46 | 3.05 |
| Sortino Ratio | 3.31 | 4.06 |
| Omega Ratio | 1.45 | 1.57 |
| Calmar Ratio | 2.55 | 4.44 |
| Martin Ratio | 14.64 | 20.09 |
| Ulcer Index | 2.74% | 1.86% |
| Daily Std Dev | 16.33% | 12.28% |
| Max Drawdown | -33.71% | -33.79% |
| Current Drawdown | -0.96% | -0.28% |
Correlation
The correlation between FWIFX and FXAIX is 0.92, 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
FWIFX vs. FXAIX - Performance Comparison
In the year-to-date period, FWIFX achieves a 31.00% return, which is significantly higher than FXAIX's 26.92% return. Over the past 10 years, FWIFX has underperformed FXAIX with an annualized return of 12.13%, while FXAIX has yielded a comparatively higher 13.30% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FWIFX vs. FXAIX - Expense Ratio Comparison
FWIFX has a 1.02% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Risk-Adjusted Performance
FWIFX vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Worldwide Fund Class I (FWIFX) 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
FWIFX vs. FXAIX - Dividend Comparison
FWIFX's dividend yield for the trailing twelve months is around 0.71%, less than FXAIX's 1.21% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FWIFX Fidelity Advisor Worldwide Fund Class I | 0.71% | 0.93% | 0.74% | 0.44% | 0.07% | 0.66% | 0.40% | 0.67% | 0.85% | 4.38% | 11.54% | 8.79% |
FXAIX Fidelity 500 Index Fund | 1.21% | 1.45% | 1.69% | 1.22% | 1.60% | 1.95% | 2.07% | 1.81% | 2.01% | 2.56% | 2.63% | 1.84% |
Drawdowns
FWIFX vs. FXAIX - Drawdown Comparison
The maximum FWIFX drawdown since its inception was -33.71%, roughly equal to the maximum FXAIX drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for FWIFX and FXAIX. For additional features, visit the drawdowns tool.
Volatility
FWIFX vs. FXAIX - Volatility Comparison
Fidelity Advisor Worldwide Fund Class I (FWIFX) has a higher volatility of 4.33% compared to Fidelity 500 Index Fund (FXAIX) at 3.85%. This indicates that FWIFX'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.