IGIFX vs. FAOIX
IGIFX (American Funds International Growth and Income Fund Class F-1) and FAOIX (Fidelity Advisor Overseas Fund Class I) are both Foreign Large Cap Equities funds. Over the past 10 years, IGIFX returned 9.28%/yr vs 7.63%/yr for FAOIX. Their correlation of 0.90 means they have usually moved in the same direction. IGIFX charges 0.93%/yr vs 1.12%/yr for FAOIX.
Performance
IGIFX vs. FAOIX - Performance Comparison
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Returns By Period
Over the past 10 years, IGIFX has outperformed FAOIX with an annualized return of 9.28%, while FAOIX has yielded a comparatively lower 7.63% annualized return.
IGIFX
- 1D
- 2.62%
- 1M
- 0.59%
- 6M
- 5.03%
- YTD
- 11.91%
- 1Y
- 26.71%
- 3Y*
- 16.65%
- 5Y*
- 8.90%
- 10Y*
- 9.28%
- ALL TIME*
- 7.94%
FAOIX
- 1D
- 0.00%
- 1M
- 0.00%
- 6M
- 0.00%
- YTD
- 0.00%
- 1Y
- -0.26%
- 3Y*
- 7.86%
- 5Y*
- 2.74%
- 10Y*
- 7.63%
- ALL TIME*
- 5.75%
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 |
IGIFX vs. FAOIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IGIFX American Funds International Growth and Income Fund Class F-1 | 11.91% | 35.05% | 3.30% | 15.22% | -15.49% | 9.79% | 7.78% | 27.09% | -14.43% | 26.04% |
FAOIX Fidelity Advisor Overseas Fund Class I | 0.00% | 15.25% | 4.92% | 20.35% | -24.38% | 19.23% | 15.08% | 27.82% | -14.85% | 30.05% |
Correlation
The correlation between IGIFX and FAOIX is 0.41, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.41 |
Correlation (3Y) Balances recent behavior with more history. | 0.75 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.82 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.86 |
Correlation (All Time) Calculated using the full available price history since Oct 1, 2008 | 0.90 |
Over the past year, the correlation between IGIFX and FAOIX has dropped to 0.41 - well below their long-term average of 0.90, suggesting their price drivers have been diverging.
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Return for Risk
IGIFX vs. FAOIX — Risk / Return Rank
IGIFX
FAOIX
IGIFX vs. FAOIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds International Growth and Income Fund Class F-1 (IGIFX) and Fidelity Advisor Overseas Fund Class I (FAOIX). 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.
| IGIFX | FAOIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.03 | ||
| Sortino ratioReturn per unit of downside risk | +2.81 | ||
| Omega ratioGain probability vs. loss probability | 1.32 | 0.93 | +0.38 |
| Calmar ratioReturn relative to maximum drawdown | 2.28 | -0.32 | +2.61 |
| Martin ratioReturn relative to average drawdown | 8.31 | -0.49 | +8.80 |
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Drawdowns
IGIFX vs. FAOIX - Drawdown Comparison
The maximum IGIFX drawdown since its inception was -35.79%, smaller than the maximum FAOIX drawdown of -59.86%. Use the drawdown chart below to compare losses from any high point for IGIFX and FAOIX.
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Drawdown Indicators
| IGIFX | FAOIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.79% | -59.86% | +24.07% |
Max Drawdown (1Y)Largest decline over 1 year | -10.92% | -7.28% | -3.64% |
Max Drawdown (3Y)Largest decline over 3 years | -12.60% | -13.98% | +1.38% |
Max Drawdown (5Y)Largest decline over 5 years | -29.92% | -36.33% | +6.41% |
Max Drawdown (10Y)Largest decline over 10 years | -35.79% | -36.33% | +0.54% |
Current DrawdownCurrent decline from peak | -1.53% | -5.85% | +4.32% |
Average DrawdownAverage peak-to-trough decline | -7.87% | -14.17% | +6.30% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.99% | 4.48% | -1.49% |
Volatility
IGIFX vs. FAOIX - Volatility Comparison
American Funds International Growth and Income Fund Class F-1 (IGIFX) has a higher volatility of 4.59% compared to Fidelity Advisor Overseas Fund Class I (FAOIX) at 0.00%. This indicates that IGIFX's price experiences larger fluctuations and is considered to be riskier than FAOIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IGIFX | FAOIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.59% | 0.00% | +4.59% |
Volatility (6M)Calculated over the trailing 6-month period | 12.69% | 0.00% | +12.69% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.50% | 7.69% | +6.81% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.80% | 16.67% | -1.87% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.75% | 16.29% | -0.54% |
IGIFX vs. FAOIX - Expense Ratio Comparison
IGIFX has a 0.93% expense ratio, which is lower than FAOIX's 1.12% expense ratio.
Dividends
IGIFX vs. FAOIX - Dividend Comparison
IGIFX's dividend yield for the trailing twelve months is around 6.86%, less than FAOIX's 8.49% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FAOIX Fidelity Advisor Overseas Fund Class I | 8.49% | 8.49% | 1.66% | 0.96% | 0.63% | 2.06% | 0.00% | 1.35% | 5.09% | 3.79% | 1.49% | 0.63% |
IGIFX American Funds International Growth and Income Fund Class F-1 | 6.86% | 8.10% | 3.32% | 2.28% | 3.96% | 6.88% | 1.38% | 2.38% | 2.72% | 1.80% | 2.19% | 3.20% |
Frequently Asked Questions
IGIFX and FAOIX have a correlation of 0.41, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
IGIFX has higher volatility (4.59%) compared to FAOIX (0.00%). In terms of maximum drawdown, IGIFX dropped -35.79% vs FAOIX's -59.86%.
IGIFX currently has the higher Sharpe Ratio (1.72 vs -0.31), 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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