IRGIX vs. FXAIX
Compare and contrast key facts about VY CBRE Global Real Estate Portfolio (IRGIX) and Fidelity 500 Index Fund (FXAIX).
IRGIX is managed by Voya. It was launched on Jan 2, 2006. FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IRGIX or FXAIX.
Correlation
The correlation between IRGIX and FXAIX is 0.69, 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
IRGIX vs. FXAIX - Performance Comparison
Key characteristics
IRGIX:
0.56
FXAIX:
1.87
IRGIX:
0.83
FXAIX:
2.52
IRGIX:
1.10
FXAIX:
1.34
IRGIX:
0.34
FXAIX:
2.83
IRGIX:
1.53
FXAIX:
11.72
IRGIX:
4.97%
FXAIX:
2.04%
IRGIX:
13.54%
FXAIX:
12.76%
IRGIX:
-68.19%
FXAIX:
-33.79%
IRGIX:
-12.43%
FXAIX:
-0.42%
Returns By Period
In the year-to-date period, IRGIX achieves a 3.20% return, which is significantly lower than FXAIX's 4.19% return. Over the past 10 years, IRGIX has underperformed FXAIX with an annualized return of 2.90%, while FXAIX has yielded a comparatively higher 13.09% annualized return.
IRGIX
3.20%
2.08%
-1.43%
7.14%
1.38%
2.90%
FXAIX
4.19%
1.25%
10.54%
24.46%
14.70%
13.09%
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IRGIX vs. FXAIX - Expense Ratio Comparison
IRGIX has a 0.87% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Risk-Adjusted Performance
IRGIX vs. FXAIX — Risk-Adjusted Performance Rank
IRGIX
FXAIX
IRGIX vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for VY CBRE Global Real Estate Portfolio (IRGIX) and Fidelity 500 Index Fund (FXAIX). 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
IRGIX vs. FXAIX - Dividend Comparison
IRGIX's dividend yield for the trailing twelve months is around 3.10%, more than FXAIX's 1.20% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IRGIX VY CBRE Global Real Estate Portfolio | 3.10% | 3.20% | 1.92% | 4.04% | 2.60% | 6.45% | 2.74% | 6.15% | 3.71% | 1.42% | 3.37% | 1.29% |
FXAIX Fidelity 500 Index Fund | 1.20% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 1.95% | 2.07% | 1.81% | 2.01% | 2.56% | 2.63% |
Drawdowns
IRGIX vs. FXAIX - Drawdown Comparison
The maximum IRGIX drawdown since its inception was -68.19%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for IRGIX and FXAIX. For additional features, visit the drawdowns tool.
Volatility
IRGIX vs. FXAIX - Volatility Comparison
VY CBRE Global Real Estate Portfolio (IRGIX) has a higher volatility of 3.28% compared to Fidelity 500 Index Fund (FXAIX) at 3.00%. This indicates that IRGIX's price experiences larger fluctuations and is considered to be riskier than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.