GERIX vs. FXAIX
Compare and contrast key facts about Goldman Sachs Emerging Markets Equity Insights Fund (GERIX) and Fidelity 500 Index Fund (FXAIX).
GERIX is managed by Goldman Sachs. It was launched on Oct 4, 2007. FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: GERIX or FXAIX.
Correlation
The correlation between GERIX and FXAIX is 0.69, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
GERIX vs. FXAIX - Performance Comparison
Key characteristics
GERIX:
0.80
FXAIX:
1.75
GERIX:
1.19
FXAIX:
2.36
GERIX:
1.15
FXAIX:
1.32
GERIX:
0.35
FXAIX:
2.66
GERIX:
2.34
FXAIX:
11.02
GERIX:
4.82%
FXAIX:
2.04%
GERIX:
14.18%
FXAIX:
12.89%
GERIX:
-69.04%
FXAIX:
-33.79%
GERIX:
-24.44%
FXAIX:
-2.12%
Returns By Period
In the year-to-date period, GERIX achieves a 5.80% return, which is significantly higher than FXAIX's 2.42% return. Over the past 10 years, GERIX has underperformed FXAIX with an annualized return of 2.51%, while FXAIX has yielded a comparatively higher 12.86% annualized return.
GERIX
5.80%
4.71%
2.39%
9.55%
1.40%
2.51%
FXAIX
2.42%
-1.08%
7.43%
19.81%
14.30%
12.86%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
GERIX vs. FXAIX - Expense Ratio Comparison
GERIX has a 1.09% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Risk-Adjusted Performance
GERIX vs. FXAIX — Risk-Adjusted Performance Rank
GERIX
FXAIX
GERIX vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Goldman Sachs Emerging Markets Equity Insights Fund (GERIX) 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
GERIX vs. FXAIX - Dividend Comparison
GERIX's dividend yield for the trailing twelve months is around 1.30%, more than FXAIX's 1.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GERIX Goldman Sachs Emerging Markets Equity Insights Fund | 1.30% | 1.38% | 3.91% | 2.64% | 2.19% | 1.14% | 1.97% | 2.25% | 1.44% | 1.33% | 1.34% | 1.92% |
FXAIX Fidelity 500 Index Fund | 1.22% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 1.95% | 2.07% | 1.81% | 2.01% | 2.56% | 2.63% |
Drawdowns
GERIX vs. FXAIX - Drawdown Comparison
The maximum GERIX drawdown since its inception was -69.04%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for GERIX and FXAIX. For additional features, visit the drawdowns tool.
Volatility
GERIX vs. FXAIX - Volatility Comparison
Goldman Sachs Emerging Markets Equity Insights Fund (GERIX) and Fidelity 500 Index Fund (FXAIX) have volatilities of 3.55% and 3.43%, 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.