IGAAX vs. FINVX
IGAAX (American Funds International Growth and Income Fund Class A) and FINVX (Fidelity Series International Value Fund) are both Foreign Large Cap Equities funds. Over the past 10 years, IGAAX returned 9.36%/yr vs 11.19%/yr for FINVX. Their correlation of 0.92 means they have usually moved in the same direction. IGAAX charges 0.91%/yr vs 0.01%/yr for FINVX.
Performance
IGAAX vs. FINVX - Performance Comparison
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Returns By Period
The year-to-date returns for both stocks are quite close, with IGAAX having a 12.40% return and FINVX slightly lower at 11.86%. Over the past 10 years, IGAAX has underperformed FINVX with an annualized return of 9.36%, while FINVX has yielded a comparatively higher 11.19% annualized return.
IGAAX
- 1D
- -0.26%
- 1M
- 1.01%
- 6M
- 4.86%
- YTD
- 12.40%
- 1Y
- 25.40%
- 3Y*
- 17.88%
- 5Y*
- 8.64%
- 10Y*
- 9.36%
- ALL TIME*
- 7.99%
FINVX
- 1D
- 0.52%
- 1M
- 2.53%
- 6M
- 4.99%
- YTD
- 11.86%
- 1Y
- 26.69%
- 3Y*
- 23.11%
- 5Y*
- 14.84%
- 10Y*
- 11.19%
- ALL TIME*
- 6.95%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
IGAAX vs. FINVX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IGAAX American Funds International Growth and Income Fund Class A | 12.40% | 35.09% | 3.28% | 15.25% | -15.47% | 9.80% | 7.78% | 27.11% | -14.38% | 26.08% |
FINVX Fidelity Series International Value Fund | 11.86% | 45.75% | 6.20% | 20.35% | -7.21% | 16.39% | 4.87% | 19.85% | -16.40% | 20.41% |
Correlation
The correlation between IGAAX and FINVX is 0.86, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.86 |
Correlation (3Y) Balances recent behavior with more history. | 0.88 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.91 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.90 |
Correlation (All Time) Calculated using the full available price history since Dec 4, 2009 | 0.92 |
The correlation between IGAAX and FINVX has been stable across timeframes, ranging from 0.86 to 0.92 - a consistent structural relationship.
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Return for Risk
IGAAX vs. FINVX — Risk / Return Rank
IGAAX
FINVX
IGAAX vs. FINVX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds International Growth and Income Fund Class A (IGAAX) and Fidelity Series International Value Fund (FINVX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| IGAAX | FINVX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.02 | ||
| Sortino ratioReturn per unit of downside risk | -0.03 | ||
| Omega ratioGain probability vs. loss probability | 1.35 | 1.34 | +0.01 |
| Calmar ratioReturn relative to maximum drawdown | 2.51 | 2.79 | -0.28 |
| Martin ratioReturn relative to average drawdown | 9.14 | 10.35 | -1.20 |
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Drawdowns
IGAAX vs. FINVX - Drawdown Comparison
The maximum IGAAX drawdown since its inception was -35.79%, smaller than the maximum FINVX drawdown of -42.48%. Use the drawdown chart below to compare losses from any high point for IGAAX and FINVX.
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Drawdown Indicators
| IGAAX | FINVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.79% | -42.48% | +6.69% |
Max Drawdown (1Y)Largest decline over 1 year | -10.92% | -10.38% | -0.54% |
Max Drawdown (3Y)Largest decline over 3 years | -12.60% | -14.60% | +2.00% |
Max Drawdown (5Y)Largest decline over 5 years | -29.90% | -27.13% | -2.77% |
Max Drawdown (10Y)Largest decline over 10 years | -35.79% | -42.48% | +6.69% |
Current DrawdownCurrent decline from peak | -1.11% | 0.00% | -1.11% |
Average DrawdownAverage peak-to-trough decline | -7.85% | -8.96% | +1.11% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.99% | 2.79% | +0.20% |
Volatility
IGAAX vs. FINVX - Volatility Comparison
American Funds International Growth and Income Fund Class A (IGAAX) has a higher volatility of 4.54% compared to Fidelity Series International Value Fund (FINVX) at 3.88%. This indicates that IGAAX's price experiences larger fluctuations and is considered to be riskier than FINVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IGAAX | FINVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.54% | 3.88% | +0.66% |
Volatility (6M)Calculated over the trailing 6-month period | 12.62% | 12.73% | -0.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.46% | 15.13% | -0.67% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.81% | 16.69% | -1.88% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.76% | 17.75% | -1.99% |
IGAAX vs. FINVX - Expense Ratio Comparison
IGAAX has a 0.91% expense ratio, which is higher than FINVX's 0.01% expense ratio.
Dividends
IGAAX vs. FINVX - Dividend Comparison
IGAAX's dividend yield for the trailing twelve months is around 6.87%, less than FINVX's 10.01% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FINVX Fidelity Series International Value Fund | 10.01% | 11.20% | 4.14% | 3.29% | 3.33% | 5.01% | 2.83% | 4.05% | 4.05% | 3.14% | 2.62% | 2.14% |
IGAAX American Funds International Growth and Income Fund Class A | 6.87% | 8.14% | 3.37% | 2.29% | 4.00% | 6.91% | 1.37% | 2.40% | 2.81% | 1.85% | 2.35% | 3.25% |
Frequently Asked Questions
IGAAX and FINVX have a correlation of 0.86, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
IGAAX has higher volatility (4.54%) compared to FINVX (3.88%). In terms of maximum drawdown, IGAAX dropped -35.79% vs FINVX's -42.48%.
FINVX currently has the higher Sharpe Ratio (1.92 vs 1.90), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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