GICPX vs. FXAIX
Compare and contrast key facts about Gabelli Global Growth Fund (GICPX) and Fidelity 500 Index Fund (FXAIX).
GICPX is managed by Gabelli. It was launched on Feb 6, 1994. FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: GICPX or FXAIX.
Correlation
The correlation between GICPX and FXAIX is 0.90, 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
GICPX vs. FXAIX - Performance Comparison
Key characteristics
GICPX:
0.45
FXAIX:
0.55
GICPX:
0.75
FXAIX:
0.88
GICPX:
1.10
FXAIX:
1.13
GICPX:
0.51
FXAIX:
0.57
GICPX:
1.71
FXAIX:
2.28
GICPX:
5.58%
FXAIX:
4.66%
GICPX:
21.26%
FXAIX:
19.53%
GICPX:
-74.90%
FXAIX:
-33.79%
GICPX:
-9.11%
FXAIX:
-9.16%
Returns By Period
In the year-to-date period, GICPX achieves a -2.50% return, which is significantly higher than FXAIX's -4.96% return. Over the past 10 years, GICPX has underperformed FXAIX with an annualized return of 6.15%, while FXAIX has yielded a comparatively higher 12.03% annualized return.
GICPX
-2.50%
2.43%
-3.10%
11.19%
11.05%
6.15%
FXAIX
-4.96%
-0.71%
-3.59%
12.05%
16.32%
12.03%
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GICPX vs. FXAIX - Expense Ratio Comparison
GICPX has a 0.90% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Risk-Adjusted Performance
GICPX vs. FXAIX — Risk-Adjusted Performance Rank
GICPX
FXAIX
GICPX vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Gabelli Global Growth Fund (GICPX) 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
GICPX vs. FXAIX - Dividend Comparison
GICPX's dividend yield for the trailing twelve months is around 0.19%, less than FXAIX's 1.34% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GICPX Gabelli Global Growth Fund | 0.19% | 0.18% | 0.30% | 0.00% | 0.04% | 0.20% | 0.00% | 0.00% | 0.00% | 0.50% | 0.07% | 0.39% |
FXAIX Fidelity 500 Index Fund | 1.34% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 2.06% | 2.72% | 1.97% | 2.52% | 2.83% | 2.63% |
Drawdowns
GICPX vs. FXAIX - Drawdown Comparison
The maximum GICPX drawdown since its inception was -74.90%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for GICPX and FXAIX. For additional features, visit the drawdowns tool.
Volatility
GICPX vs. FXAIX - Volatility Comparison
The current volatility for Gabelli Global Growth Fund (GICPX) is 12.17%, while Fidelity 500 Index Fund (FXAIX) has a volatility of 14.26%. This indicates that GICPX experiences smaller price fluctuations and is considered to be less risky than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.