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IGAAX vs. VFIAX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between IGAAX and VFIAX is 0.78, 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.


-0.50.00.51.00.8

Performance

IGAAX vs. VFIAX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in American Funds International Growth and Income Fund Class A (IGAAX) and Vanguard 500 Index Fund Admiral Shares (VFIAX). The values are adjusted to include any dividend payments, if applicable.

-5.00%0.00%5.00%10.00%SeptemberOctoberNovemberDecember2025February
2.24%
10.20%
IGAAX
VFIAX

Key characteristics

Sharpe Ratio

IGAAX:

0.95

VFIAX:

1.90

Sortino Ratio

IGAAX:

1.36

VFIAX:

2.55

Omega Ratio

IGAAX:

1.17

VFIAX:

1.35

Calmar Ratio

IGAAX:

1.10

VFIAX:

2.87

Martin Ratio

IGAAX:

2.88

VFIAX:

11.87

Ulcer Index

IGAAX:

3.92%

VFIAX:

2.04%

Daily Std Dev

IGAAX:

11.88%

VFIAX:

12.80%

Max Drawdown

IGAAX:

-35.79%

VFIAX:

-55.20%

Current Drawdown

IGAAX:

-1.44%

VFIAX:

0.00%

Returns By Period

In the year-to-date period, IGAAX achieves a 7.97% return, which is significantly higher than VFIAX's 4.38% return. Over the past 10 years, IGAAX has underperformed VFIAX with an annualized return of 4.10%, while VFIAX has yielded a comparatively higher 13.26% annualized return.


IGAAX

YTD

7.97%

1M

6.49%

6M

2.24%

1Y

9.65%

5Y*

4.17%

10Y*

4.10%

VFIAX

YTD

4.38%

1M

2.32%

6M

10.20%

1Y

24.06%

5Y*

14.46%

10Y*

13.26%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


IGAAX vs. VFIAX - Expense Ratio Comparison

IGAAX has a 0.91% expense ratio, which is higher than VFIAX's 0.04% expense ratio.


IGAAX
American Funds International Growth and Income Fund Class A
Expense ratio chart for IGAAX: current value at 0.91% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.91%
Expense ratio chart for VFIAX: current value at 0.04% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.04%

Risk-Adjusted Performance

IGAAX vs. VFIAX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

IGAAX
The Risk-Adjusted Performance Rank of IGAAX is 4646
Overall Rank
The Sharpe Ratio Rank of IGAAX is 4242
Sharpe Ratio Rank
The Sortino Ratio Rank of IGAAX is 4343
Sortino Ratio Rank
The Omega Ratio Rank of IGAAX is 3939
Omega Ratio Rank
The Calmar Ratio Rank of IGAAX is 6565
Calmar Ratio Rank
The Martin Ratio Rank of IGAAX is 3939
Martin Ratio Rank

VFIAX
The Risk-Adjusted Performance Rank of VFIAX is 8686
Overall Rank
The Sharpe Ratio Rank of VFIAX is 8585
Sharpe Ratio Rank
The Sortino Ratio Rank of VFIAX is 8383
Sortino Ratio Rank
The Omega Ratio Rank of VFIAX is 8484
Omega Ratio Rank
The Calmar Ratio Rank of VFIAX is 9090
Calmar Ratio Rank
The Martin Ratio Rank of VFIAX is 9090
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

IGAAX vs. VFIAX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for American Funds International Growth and Income Fund Class A (IGAAX) and Vanguard 500 Index Fund Admiral Shares (VFIAX). 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.


Sharpe ratio
The chart of Sharpe ratio for IGAAX, currently valued at 0.95, compared to the broader market-1.000.001.002.003.004.000.951.90
The chart of Sortino ratio for IGAAX, currently valued at 1.36, compared to the broader market0.002.004.006.008.0010.0012.001.362.55
The chart of Omega ratio for IGAAX, currently valued at 1.17, compared to the broader market1.002.003.004.001.171.35
The chart of Calmar ratio for IGAAX, currently valued at 1.10, compared to the broader market0.005.0010.0015.0020.001.102.87
The chart of Martin ratio for IGAAX, currently valued at 2.88, compared to the broader market0.0020.0040.0060.0080.002.8811.87
IGAAX
VFIAX

The current IGAAX Sharpe Ratio is 0.95, which is lower than the VFIAX Sharpe Ratio of 1.90. The chart below compares the historical Sharpe Ratios of IGAAX and VFIAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.001.002.003.004.00SeptemberOctoberNovemberDecember2025February
0.95
1.90
IGAAX
VFIAX

Dividends

IGAAX vs. VFIAX - Dividend Comparison

IGAAX's dividend yield for the trailing twelve months is around 2.43%, more than VFIAX's 1.18% yield.


TTM20242023202220212020201920182017201620152014
IGAAX
American Funds International Growth and Income Fund Class A
2.43%2.62%2.29%2.84%2.52%1.37%2.40%2.81%1.85%2.35%3.25%7.19%
VFIAX
Vanguard 500 Index Fund Admiral Shares
1.18%1.24%1.45%1.68%1.24%1.53%1.87%2.05%1.78%2.02%2.10%1.85%

Drawdowns

IGAAX vs. VFIAX - Drawdown Comparison

The maximum IGAAX drawdown since its inception was -35.79%, smaller than the maximum VFIAX drawdown of -55.20%. Use the drawdown chart below to compare losses from any high point for IGAAX and VFIAX. For additional features, visit the drawdowns tool.


-10.00%-8.00%-6.00%-4.00%-2.00%0.00%SeptemberOctoberNovemberDecember2025February
-1.44%
0
IGAAX
VFIAX

Volatility

IGAAX vs. VFIAX - Volatility Comparison

American Funds International Growth and Income Fund Class A (IGAAX) and Vanguard 500 Index Fund Admiral Shares (VFIAX) have volatilities of 3.13% and 3.19%, 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.


2.00%3.00%4.00%5.00%6.00%SeptemberOctoberNovemberDecember2025February
3.13%
3.19%
IGAAX
VFIAX
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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