PGINX vs. FAPCX
Compare and contrast key facts about Impax Global Environmental Markets Fund Institutional Class (PGINX) and Fidelity International Capital Appreciation K6 Fund (FAPCX).
PGINX is managed by Pax World. It was launched on Mar 27, 2008. FAPCX is managed by Fidelity. It was launched on May 25, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PGINX or FAPCX.
Correlation
The correlation between PGINX and FAPCX is 0.88, 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
PGINX vs. FAPCX - Performance Comparison
Key characteristics
PGINX:
0.51
FAPCX:
0.92
PGINX:
0.79
FAPCX:
1.35
PGINX:
1.09
FAPCX:
1.16
PGINX:
0.57
FAPCX:
0.97
PGINX:
1.57
FAPCX:
3.31
PGINX:
4.65%
FAPCX:
3.99%
PGINX:
14.28%
FAPCX:
14.34%
PGINX:
-52.48%
FAPCX:
-42.18%
PGINX:
-8.10%
FAPCX:
-2.78%
Returns By Period
In the year-to-date period, PGINX achieves a 4.57% return, which is significantly lower than FAPCX's 8.13% return.
PGINX
4.57%
0.51%
-4.18%
4.62%
7.39%
7.24%
FAPCX
8.13%
6.03%
2.76%
10.23%
5.72%
N/A
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PGINX vs. FAPCX - Expense Ratio Comparison
PGINX has a 0.90% expense ratio, which is higher than FAPCX's 0.65% expense ratio.
Risk-Adjusted Performance
PGINX vs. FAPCX — Risk-Adjusted Performance Rank
PGINX
FAPCX
PGINX vs. FAPCX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Impax Global Environmental Markets Fund Institutional Class (PGINX) and Fidelity International Capital Appreciation K6 Fund (FAPCX). 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
PGINX vs. FAPCX - Dividend Comparison
PGINX's dividend yield for the trailing twelve months is around 0.54%, less than FAPCX's 0.97% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PGINX Impax Global Environmental Markets Fund Institutional Class | 0.54% | 0.57% | 0.74% | 0.32% | 0.72% | 0.60% | 0.86% | 1.21% | 0.57% | 0.76% | 0.48% | 1.25% |
FAPCX Fidelity International Capital Appreciation K6 Fund | 0.97% | 1.05% | 0.42% | 0.40% | 0.26% | 0.41% | 1.78% | 0.81% | 0.19% | 0.00% | 0.00% | 0.00% |
Drawdowns
PGINX vs. FAPCX - Drawdown Comparison
The maximum PGINX drawdown since its inception was -52.48%, which is greater than FAPCX's maximum drawdown of -42.18%. Use the drawdown chart below to compare losses from any high point for PGINX and FAPCX. For additional features, visit the drawdowns tool.
Volatility
PGINX vs. FAPCX - Volatility Comparison
Impax Global Environmental Markets Fund Institutional Class (PGINX) and Fidelity International Capital Appreciation K6 Fund (FAPCX) have volatilities of 4.15% and 4.06%, 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.