RFIMX vs. FXAIX
Compare and contrast key facts about Ranger Micro Cap Fund (RFIMX) and Fidelity 500 Index Fund (FXAIX).
RFIMX is managed by Ranger Funds. It was launched on Jun 6, 2018. FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: RFIMX or FXAIX.
Correlation
The correlation between RFIMX and FXAIX is 0.74, 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
RFIMX vs. FXAIX - Performance Comparison
Key characteristics
RFIMX:
0.91
FXAIX:
1.81
RFIMX:
1.40
FXAIX:
2.44
RFIMX:
1.17
FXAIX:
1.33
RFIMX:
0.28
FXAIX:
2.76
RFIMX:
4.02
FXAIX:
11.43
RFIMX:
4.88%
FXAIX:
2.04%
RFIMX:
21.66%
FXAIX:
12.86%
RFIMX:
-73.78%
FXAIX:
-33.79%
RFIMX:
-65.13%
FXAIX:
-1.48%
Returns By Period
In the year-to-date period, RFIMX achieves a 3.31% return, which is significantly higher than FXAIX's 2.55% return.
RFIMX
3.31%
3.16%
10.78%
17.74%
-6.75%
N/A
FXAIX
2.55%
1.89%
13.50%
22.21%
14.42%
13.15%
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RFIMX vs. FXAIX - Expense Ratio Comparison
RFIMX has a 1.51% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Risk-Adjusted Performance
RFIMX vs. FXAIX — Risk-Adjusted Performance Rank
RFIMX
FXAIX
RFIMX vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Ranger Micro Cap Fund (RFIMX) 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
RFIMX vs. FXAIX - Dividend Comparison
RFIMX has not paid dividends to shareholders, while FXAIX's dividend yield for the trailing twelve months is around 1.21%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RFIMX Ranger Micro Cap Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FXAIX Fidelity 500 Index Fund | 1.21% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 1.95% | 2.07% | 1.81% | 2.01% | 2.56% | 2.63% |
Drawdowns
RFIMX vs. FXAIX - Drawdown Comparison
The maximum RFIMX drawdown since its inception was -73.78%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for RFIMX and FXAIX. For additional features, visit the drawdowns tool.
Volatility
RFIMX vs. FXAIX - Volatility Comparison
Ranger Micro Cap Fund (RFIMX) has a higher volatility of 5.11% compared to Fidelity 500 Index Fund (FXAIX) at 3.85%. This indicates that RFIMX'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.