IGAAX vs. FNILX
Compare and contrast key facts about American Funds International Growth and Income Fund Class A (IGAAX) and Fidelity ZERO Large Cap Index Fund (FNILX).
IGAAX is managed by American Funds. It was launched on Oct 1, 2008. FNILX is managed by Fidelity.
Performance
IGAAX vs. FNILX - Performance Comparison
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IGAAX vs. FNILX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
IGAAX American Funds International Growth and Income Fund Class A | -0.77% | 35.09% | 3.28% | 15.25% | -15.47% | 9.80% | 7.78% | 27.11% | -11.45% |
FNILX Fidelity ZERO Large Cap Index Fund | -7.30% | 17.81% | 25.47% | 27.45% | -19.37% | 26.67% | 21.13% | 31.79% | -13.60% |
Returns By Period
In the year-to-date period, IGAAX achieves a -0.77% return, which is significantly higher than FNILX's -7.30% return.
IGAAX
- 1D
- -0.02%
- 1M
- -10.90%
- YTD
- -0.77%
- 6M
- 4.93%
- 1Y
- 24.81%
- 3Y*
- 14.07%
- 5Y*
- 7.18%
- 10Y*
- 8.52%
FNILX
- 1D
- -0.35%
- 1M
- -7.60%
- YTD
- -7.30%
- 6M
- -5.00%
- 1Y
- 14.41%
- 3Y*
- 17.43%
- 5Y*
- 11.17%
- 10Y*
- —
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IGAAX vs. FNILX - Expense Ratio Comparison
IGAAX has a 0.91% expense ratio, which is higher than FNILX's 0.00% expense ratio.
Return for Risk
IGAAX vs. FNILX — Risk / Return Rank
IGAAX
FNILX
IGAAX vs. FNILX - 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 ZERO Large Cap Index Fund (FNILX). 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.
| IGAAX | FNILX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.66 | 0.83 | +0.83 |
Sortino ratioReturn per unit of downside risk | 2.12 | 1.28 | +0.84 |
Omega ratioGain probability vs. loss probability | 1.33 | 1.20 | +0.14 |
Calmar ratioReturn relative to maximum drawdown | 2.06 | 1.04 | +1.02 |
Martin ratioReturn relative to average drawdown | 8.18 | 5.01 | +3.16 |
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
| IGAAX | FNILX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.66 | 0.83 | +0.83 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.50 | 0.65 | -0.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.54 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.43 | 0.64 | -0.20 |
Correlation
The correlation between IGAAX and FNILX is 0.76, 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
IGAAX vs. FNILX - Dividend Comparison
IGAAX's dividend yield for the trailing twelve months is around 8.31%, more than FNILX's 1.09% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IGAAX American Funds International Growth and Income Fund Class A | 8.31% | 8.14% | 3.37% | 2.29% | 4.00% | 6.91% | 1.37% | 2.40% | 2.81% | 1.85% | 2.35% | 3.25% |
FNILX Fidelity ZERO Large Cap Index Fund | 1.09% | 1.01% | 1.09% | 1.34% | 1.53% | 0.95% | 1.20% | 1.17% | 0.53% | 0.00% | 0.00% | 0.00% |
Drawdowns
IGAAX vs. FNILX - Drawdown Comparison
The maximum IGAAX drawdown since its inception was -35.79%, which is greater than FNILX's maximum drawdown of -33.76%. Use the drawdown chart below to compare losses from any high point for IGAAX and FNILX.
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Drawdown Indicators
| IGAAX | FNILX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.79% | -33.76% | -2.03% |
Max Drawdown (1Y)Largest decline over 1 year | -10.92% | -12.18% | +1.26% |
Max Drawdown (5Y)Largest decline over 5 years | -30.57% | -25.40% | -5.17% |
Max Drawdown (10Y)Largest decline over 10 years | -35.79% | — | — |
Current DrawdownCurrent decline from peak | -10.92% | -9.01% | -1.91% |
Average DrawdownAverage peak-to-trough decline | -7.96% | -5.47% | -2.49% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.75% | 2.54% | +0.21% |
Volatility
IGAAX vs. FNILX - Volatility Comparison
American Funds International Growth and Income Fund Class A (IGAAX) has a higher volatility of 5.76% compared to Fidelity ZERO Large Cap Index Fund (FNILX) at 4.23%. This indicates that IGAAX's price experiences larger fluctuations and is considered to be riskier than FNILX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IGAAX | FNILX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.76% | 4.23% | +1.53% |
Volatility (6M)Calculated over the trailing 6-month period | 9.41% | 9.14% | +0.27% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.41% | 18.26% | -3.85% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.40% | 17.22% | -2.82% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.81% | 20.17% | -4.36% |