IRFIX vs. FDFIX
Compare and contrast key facts about Cohen & Steers International Realty Fund (IRFIX) and Fidelity Flex 500 Index Fund (FDFIX).
IRFIX is managed by Cohen & Steers. It was launched on Mar 30, 2005. FDFIX is managed by Fidelity. It was launched on Mar 9, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IRFIX or FDFIX.
Correlation
The correlation between IRFIX and FDFIX is 0.53, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
IRFIX vs. FDFIX - Performance Comparison
Key characteristics
IRFIX:
-0.12
FDFIX:
1.75
IRFIX:
-0.07
FDFIX:
2.36
IRFIX:
0.99
FDFIX:
1.32
IRFIX:
-0.05
FDFIX:
2.67
IRFIX:
-0.18
FDFIX:
11.05
IRFIX:
9.14%
FDFIX:
2.04%
IRFIX:
13.86%
FDFIX:
12.91%
IRFIX:
-70.96%
FDFIX:
-33.77%
IRFIX:
-30.33%
FDFIX:
-2.10%
Returns By Period
In the year-to-date period, IRFIX achieves a 3.30% return, which is significantly higher than FDFIX's 2.43% return.
IRFIX
3.30%
2.14%
-10.80%
-2.10%
-5.40%
0.57%
FDFIX
2.43%
-1.08%
7.42%
19.84%
14.29%
N/A
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
IRFIX vs. FDFIX - Expense Ratio Comparison
IRFIX has a 1.00% expense ratio, which is higher than FDFIX's 0.00% expense ratio.
Risk-Adjusted Performance
IRFIX vs. FDFIX — Risk-Adjusted Performance Rank
IRFIX
FDFIX
IRFIX vs. FDFIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Cohen & Steers International Realty Fund (IRFIX) and Fidelity Flex 500 Index Fund (FDFIX). 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
IRFIX vs. FDFIX - Dividend Comparison
IRFIX's dividend yield for the trailing twelve months is around 3.14%, more than FDFIX's 1.23% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IRFIX Cohen & Steers International Realty Fund | 3.14% | 3.24% | 2.62% | 2.62% | 7.70% | 3.40% | 8.88% | 4.19% | 3.37% | 6.46% | 3.36% | 3.66% |
FDFIX Fidelity Flex 500 Index Fund | 1.23% | 1.26% | 1.48% | 1.70% | 1.18% | 1.52% | 1.78% | 1.81% | 0.85% | 0.00% | 0.00% | 0.00% |
Drawdowns
IRFIX vs. FDFIX - Drawdown Comparison
The maximum IRFIX drawdown since its inception was -70.96%, which is greater than FDFIX's maximum drawdown of -33.77%. Use the drawdown chart below to compare losses from any high point for IRFIX and FDFIX. For additional features, visit the drawdowns tool.
Volatility
IRFIX vs. FDFIX - Volatility Comparison
Cohen & Steers International Realty Fund (IRFIX) and Fidelity Flex 500 Index Fund (FDFIX) have volatilities of 3.30% and 3.42%, 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.