IGAAX vs. VFIAX
Compare and contrast key facts about American Funds International Growth and Income Fund Class A (IGAAX) and Vanguard 500 Index Fund Admiral Shares (VFIAX).
IGAAX is managed by American Funds. It was launched on Oct 1, 2008. VFIAX is managed by Vanguard. It was launched on Nov 13, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IGAAX or VFIAX.
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.
Performance
IGAAX vs. VFIAX - Performance Comparison
Key characteristics
IGAAX:
0.95
VFIAX:
1.90
IGAAX:
1.36
VFIAX:
2.55
IGAAX:
1.17
VFIAX:
1.35
IGAAX:
1.10
VFIAX:
2.87
IGAAX:
2.88
VFIAX:
11.87
IGAAX:
3.92%
VFIAX:
2.04%
IGAAX:
11.88%
VFIAX:
12.80%
IGAAX:
-35.79%
VFIAX:
-55.20%
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
7.97%
6.49%
2.24%
9.65%
4.17%
4.10%
VFIAX
4.38%
2.32%
10.20%
24.06%
14.46%
13.26%
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IGAAX vs. VFIAX - Expense Ratio Comparison
IGAAX has a 0.91% expense ratio, which is higher than VFIAX's 0.04% expense ratio.
Risk-Adjusted Performance
IGAAX vs. VFIAX — Risk-Adjusted Performance Rank
IGAAX
VFIAX
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.
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.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
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.
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.