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 | 1.55% | 35.09% | 3.28% | 15.25% | -15.47% | 9.80% | 7.78% | 27.11% | -11.45% |
FNILX Fidelity ZERO Large Cap Index Fund | -4.59% | 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 1.55% return, which is significantly higher than FNILX's -4.59% return.
IGAAX
- 1D
- 2.33%
- 1M
- -7.31%
- YTD
- 1.55%
- 6M
- 6.45%
- 1Y
- 26.97%
- 3Y*
- 14.95%
- 5Y*
- 7.44%
- 10Y*
- 8.77%
FNILX
- 1D
- 2.92%
- 1M
- -4.98%
- YTD
- -4.59%
- 6M
- -2.55%
- 1Y
- 17.28%
- 3Y*
- 18.57%
- 5Y*
- 11.53%
- 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 | 1.92 | 0.97 | +0.95 |
Sortino ratioReturn per unit of downside risk | 2.43 | 1.48 | +0.95 |
Omega ratioGain probability vs. loss probability | 1.39 | 1.23 | +0.16 |
Calmar ratioReturn relative to maximum drawdown | 2.44 | 1.51 | +0.93 |
Martin ratioReturn relative to average drawdown | 9.51 | 7.14 | +2.37 |
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 | 1.92 | 0.97 | +0.95 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.52 | 0.67 | -0.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.66 | -0.22 |
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 8.12%, more than FNILX's 1.06% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IGAAX American Funds International Growth and Income Fund Class A | 8.12% | 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 | 1.06% | 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 | -8.84% | -6.36% | -2.48% |
Average DrawdownAverage peak-to-trough decline | -7.96% | -5.47% | -2.49% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.80% | 2.57% | +0.23% |
Volatility
IGAAX vs. FNILX - Volatility Comparison
American Funds International Growth and Income Fund Class A (IGAAX) has a higher volatility of 6.30% compared to Fidelity ZERO Large Cap Index Fund (FNILX) at 5.33%. 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 | 6.30% | 5.33% | +0.97% |
Volatility (6M)Calculated over the trailing 6-month period | 9.67% | 9.59% | +0.08% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.55% | 18.44% | -3.89% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.43% | 17.27% | -2.84% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.82% | 20.19% | -4.37% |