Correlation
The correlation between IRLNX and FXAIX is 0.94, 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.
IRLNX vs. FXAIX
Compare and contrast key facts about Voya Russell Large Cap Growth Index Portfolio (IRLNX) and Fidelity 500 Index Fund (FXAIX).
IRLNX is managed by Voya. It was launched on May 1, 2009. FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IRLNX or FXAIX.
Performance
IRLNX vs. FXAIX - Performance Comparison
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Key characteristics
IRLNX:
0.11
FXAIX:
0.75
IRLNX:
0.34
FXAIX:
1.07
IRLNX:
1.05
FXAIX:
1.15
IRLNX:
0.14
FXAIX:
0.72
IRLNX:
0.38
FXAIX:
2.73
IRLNX:
8.37%
FXAIX:
4.85%
IRLNX:
28.01%
FXAIX:
19.78%
IRLNX:
-38.99%
FXAIX:
-33.79%
IRLNX:
-14.98%
FXAIX:
-3.14%
Returns By Period
In the year-to-date period, IRLNX achieves a -11.53% return, which is significantly lower than FXAIX's 1.34% return. Over the past 10 years, IRLNX has underperformed FXAIX with an annualized return of 11.83%, while FXAIX has yielded a comparatively higher 12.68% annualized return.
IRLNX
-11.53%
-3.16%
-10.01%
4.50%
12.14%
11.50%
11.83%
FXAIX
1.34%
6.29%
-1.07%
14.76%
14.51%
16.00%
12.68%
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IRLNX vs. FXAIX - Expense Ratio Comparison
IRLNX has a 0.43% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Risk-Adjusted Performance
IRLNX vs. FXAIX — Risk-Adjusted Performance Rank
IRLNX
FXAIX
IRLNX vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Voya Russell Large Cap Growth Index Portfolio (IRLNX) 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.
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Dividends
IRLNX vs. FXAIX - Dividend Comparison
IRLNX's dividend yield for the trailing twelve months is around 11.38%, more than FXAIX's 1.55% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IRLNX Voya Russell Large Cap Growth Index Portfolio | 11.38% | 3.55% | 4.60% | 11.22% | 0.83% | 4.18% | 4.95% | 4.86% | 0.99% | 1.23% | 1.14% | 1.21% |
FXAIX Fidelity 500 Index Fund | 1.55% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 2.06% | 2.72% | 1.97% | 2.52% | 2.83% | 2.08% |
Drawdowns
IRLNX vs. FXAIX - Drawdown Comparison
The maximum IRLNX drawdown since its inception was -38.99%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for IRLNX and FXAIX.
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Volatility
IRLNX vs. FXAIX - Volatility Comparison
Voya Russell Large Cap Growth Index Portfolio (IRLNX) has a higher volatility of 13.69% compared to Fidelity 500 Index Fund (FXAIX) at 4.77%. This indicates that IRLNX'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.
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