FZAIX vs. VFIFX
Compare and contrast key facts about Fidelity Advisor International Discovery Fund Class Z (FZAIX) and Vanguard Target Retirement 2050 Fund (VFIFX).
FZAIX is managed by Fidelity. It was launched on Aug 13, 2013. VFIFX is managed by Vanguard. It was launched on Jun 7, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FZAIX or VFIFX.
Correlation
The correlation between FZAIX and VFIFX is 0.87, 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
FZAIX vs. VFIFX - Performance Comparison
Key characteristics
FZAIX:
1.09
VFIFX:
1.59
FZAIX:
1.56
VFIFX:
2.19
FZAIX:
1.19
VFIFX:
1.29
FZAIX:
0.74
VFIFX:
1.74
FZAIX:
3.95
VFIFX:
9.08
FZAIX:
3.80%
VFIFX:
1.88%
FZAIX:
13.78%
VFIFX:
10.74%
FZAIX:
-41.44%
VFIFX:
-51.68%
FZAIX:
-8.61%
VFIFX:
-0.15%
Returns By Period
In the year-to-date period, FZAIX achieves a 7.77% return, which is significantly higher than VFIFX's 4.86% return. Over the past 10 years, FZAIX has underperformed VFIFX with an annualized return of 4.18%, while VFIFX has yielded a comparatively higher 7.68% annualized return.
FZAIX
7.77%
6.12%
2.36%
14.45%
4.41%
4.18%
VFIFX
4.86%
3.26%
6.21%
17.61%
7.45%
7.68%
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FZAIX vs. VFIFX - Expense Ratio Comparison
FZAIX has a 0.90% expense ratio, which is higher than VFIFX's 0.08% expense ratio.
Risk-Adjusted Performance
FZAIX vs. VFIFX — Risk-Adjusted Performance Rank
FZAIX
VFIFX
FZAIX vs. VFIFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor International Discovery Fund Class Z (FZAIX) and Vanguard Target Retirement 2050 Fund (VFIFX). 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
FZAIX vs. VFIFX - Dividend Comparison
FZAIX's dividend yield for the trailing twelve months is around 2.84%, more than VFIFX's 2.09% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FZAIX Fidelity Advisor International Discovery Fund Class Z | 2.84% | 3.06% | 2.03% | 0.47% | 3.13% | 0.55% | 1.82% | 1.49% | 1.22% | 1.84% | 1.19% | 0.84% |
VFIFX Vanguard Target Retirement 2050 Fund | 2.09% | 2.19% | 2.21% | 2.13% | 2.19% | 1.63% | 2.20% | 2.43% | 1.89% | 1.93% | 2.05% | 2.01% |
Drawdowns
FZAIX vs. VFIFX - Drawdown Comparison
The maximum FZAIX drawdown since its inception was -41.44%, smaller than the maximum VFIFX drawdown of -51.68%. Use the drawdown chart below to compare losses from any high point for FZAIX and VFIFX. For additional features, visit the drawdowns tool.
Volatility
FZAIX vs. VFIFX - Volatility Comparison
Fidelity Advisor International Discovery Fund Class Z (FZAIX) has a higher volatility of 3.97% compared to Vanguard Target Retirement 2050 Fund (VFIFX) at 2.71%. This indicates that FZAIX's price experiences larger fluctuations and is considered to be riskier than VFIFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.