FWWFX vs. FGILX
Compare and contrast key facts about Fidelity Worldwide Fund (FWWFX) and Fidelity Global Equity Income Fund (FGILX).
FWWFX is managed by Fidelity. It was launched on May 30, 1990. FGILX is managed by Fidelity. It was launched on May 2, 2012.
Performance
FWWFX vs. FGILX - Performance Comparison
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FWWFX vs. FGILX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FWWFX Fidelity Worldwide Fund | -6.83% | 16.16% | 27.65% | 24.96% | -25.74% | 18.49% | 30.91% | 28.97% | -4.53% | 28.72% |
FGILX Fidelity Global Equity Income Fund | -3.26% | 25.99% | 13.80% | 15.33% | -11.93% | 19.05% | 14.49% | 30.20% | -10.93% | 21.68% |
Returns By Period
In the year-to-date period, FWWFX achieves a -6.83% return, which is significantly lower than FGILX's -3.26% return. Over the past 10 years, FWWFX has outperformed FGILX with an annualized return of 12.39%, while FGILX has yielded a comparatively lower 10.82% annualized return.
FWWFX
- 1D
- -1.26%
- 1M
- -10.36%
- YTD
- -6.83%
- 6M
- -5.37%
- 1Y
- 17.88%
- 3Y*
- 17.33%
- 5Y*
- 8.22%
- 10Y*
- 12.39%
FGILX
- 1D
- 0.04%
- 1M
- -8.66%
- YTD
- -3.26%
- 6M
- -0.04%
- 1Y
- 16.18%
- 3Y*
- 14.69%
- 5Y*
- 9.93%
- 10Y*
- 10.82%
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FWWFX vs. FGILX - Expense Ratio Comparison
FWWFX has a 1.00% expense ratio, which is lower than FGILX's 1.02% expense ratio.
Return for Risk
FWWFX vs. FGILX — Risk / Return Rank
FWWFX
FGILX
FWWFX vs. FGILX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Worldwide Fund (FWWFX) and Fidelity Global Equity Income Fund (FGILX). 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.
| FWWFX | FGILX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.87 | 1.12 | -0.25 |
Sortino ratioReturn per unit of downside risk | 1.29 | 1.60 | -0.31 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.25 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.28 | 1.39 | -0.11 |
Martin ratioReturn relative to average drawdown | 5.00 | 6.71 | -1.70 |
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
| FWWFX | FGILX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.87 | 1.12 | -0.25 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.44 | 0.74 | -0.30 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.67 | 0.75 | -0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.51 | 0.77 | -0.25 |
Correlation
The correlation between FWWFX and FGILX is 0.89, 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
FWWFX vs. FGILX - Dividend Comparison
FWWFX's dividend yield for the trailing twelve months is around 12.38%, more than FGILX's 2.13% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FWWFX Fidelity Worldwide Fund | 12.38% | 11.54% | 14.64% | 0.94% | 6.29% | 12.76% | 8.08% | 4.87% | 9.63% | 6.24% | 1.22% | 3.38% |
FGILX Fidelity Global Equity Income Fund | 2.13% | 2.06% | 2.38% | 1.25% | 1.21% | 11.94% | 3.17% | 1.51% | 6.23% | 2.10% | 1.27% | 2.75% |
Drawdowns
FWWFX vs. FGILX - Drawdown Comparison
The maximum FWWFX drawdown since its inception was -56.54%, which is greater than FGILX's maximum drawdown of -30.59%. Use the drawdown chart below to compare losses from any high point for FWWFX and FGILX.
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Drawdown Indicators
| FWWFX | FGILX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.54% | -30.59% | -25.95% |
Max Drawdown (1Y)Largest decline over 1 year | -11.74% | -10.84% | -0.90% |
Max Drawdown (5Y)Largest decline over 5 years | -33.72% | -21.40% | -12.32% |
Max Drawdown (10Y)Largest decline over 10 years | -33.72% | -30.59% | -3.13% |
Current DrawdownCurrent decline from peak | -11.74% | -8.66% | -3.08% |
Average DrawdownAverage peak-to-trough decline | -9.47% | -3.66% | -5.81% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.00% | 2.24% | +0.76% |
Volatility
FWWFX vs. FGILX - Volatility Comparison
Fidelity Worldwide Fund (FWWFX) has a higher volatility of 6.88% compared to Fidelity Global Equity Income Fund (FGILX) at 4.92%. This indicates that FWWFX's price experiences larger fluctuations and is considered to be riskier than FGILX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FWWFX | FGILX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.88% | 4.92% | +1.96% |
Volatility (6M)Calculated over the trailing 6-month period | 12.91% | 8.24% | +4.67% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.94% | 14.90% | +5.04% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.62% | 13.44% | +5.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.60% | 14.51% | +4.09% |