IVINX vs. FIISX
Compare and contrast key facts about Delaware Ivy Global Growth Fund (IVINX) and Delaware Global Equity Fund (FIISX).
IVINX is managed by Delaware Funds by Macquarie. It was launched on Apr 29, 1986. FIISX is managed by Delaware Funds. It was launched on Nov 15, 1981.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IVINX or FIISX.
Key characteristics
| IVINX | FIISX |
|---|
Correlation
The correlation between IVINX and FIISX is 0.80, 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
IVINX vs. FIISX - Performance Comparison
The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
IVINX vs. FIISX - Expense Ratio Comparison
IVINX has a 1.28% expense ratio, which is lower than FIISX's 1.30% expense ratio.
Risk-Adjusted Performance
IVINX vs. FIISX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Delaware Ivy Global Growth Fund (IVINX) and Delaware Global Equity Fund (FIISX). 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
IVINX vs. FIISX - Dividend Comparison
IVINX's dividend yield for the trailing twelve months is around 5.12%, while FIISX has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVINX Delaware Ivy Global Growth Fund | 5.12% | 6.13% | 77.33% | 6.97% | 5.20% | 0.94% | 12.51% | 7.48% | 0.00% | 2.30% | 1.33% | 1.13% |
FIISX Delaware Global Equity Fund | 5.61% | 0.59% | 0.40% | 2.60% | 0.47% | 3.20% | 2.98% | 1.54% | 0.03% | 1.06% | 3.89% | 0.33% |
Drawdowns
IVINX vs. FIISX - Drawdown Comparison
Volatility
IVINX vs. FIISX - Volatility Comparison
Delaware Ivy Global Growth Fund (IVINX) has a higher volatility of 3.76% compared to Delaware Global Equity Fund (FIISX) at 0.00%. This indicates that IVINX's price experiences larger fluctuations and is considered to be riskier than FIISX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.