SIEPX vs. FNILX
Compare and contrast key facts about Saratoga International Equity Portfolio (SIEPX) and Fidelity ZERO Large Cap Index Fund (FNILX).
SIEPX is managed by Saratoga. It was launched on Sep 1, 1994. FNILX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SIEPX or FNILX.
Correlation
The correlation between SIEPX and FNILX is 0.75, 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
SIEPX vs. FNILX - Performance Comparison
Key characteristics
SIEPX:
1.07
FNILX:
1.75
SIEPX:
1.52
FNILX:
2.36
SIEPX:
1.19
FNILX:
1.32
SIEPX:
0.69
FNILX:
2.66
SIEPX:
3.67
FNILX:
11.01
SIEPX:
3.77%
FNILX:
2.08%
SIEPX:
12.92%
FNILX:
13.09%
SIEPX:
-62.36%
FNILX:
-33.75%
SIEPX:
-7.99%
FNILX:
-2.19%
Returns By Period
In the year-to-date period, SIEPX achieves a 8.06% return, which is significantly higher than FNILX's 2.44% return.
SIEPX
8.06%
6.09%
4.01%
12.59%
5.48%
2.39%
FNILX
2.44%
-1.20%
7.91%
20.18%
14.33%
N/A
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SIEPX vs. FNILX - Expense Ratio Comparison
SIEPX has a 2.47% expense ratio, which is higher than FNILX's 0.00% expense ratio.
Risk-Adjusted Performance
SIEPX vs. FNILX — Risk-Adjusted Performance Rank
SIEPX
FNILX
SIEPX vs. FNILX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Saratoga International Equity Portfolio (SIEPX) and Fidelity ZERO Large Cap Index Fund (FNILX). 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
SIEPX vs. FNILX - Dividend Comparison
SIEPX's dividend yield for the trailing twelve months is around 0.66%, less than FNILX's 1.06% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SIEPX Saratoga International Equity Portfolio | 0.66% | 0.71% | 0.82% | 0.31% | 0.41% | 1.79% | 1.97% | 0.58% | 0.03% | 0.63% | 0.15% | 0.49% |
FNILX Fidelity ZERO Large Cap Index Fund | 1.06% | 1.09% | 1.34% | 1.53% | 0.95% | 1.20% | 1.17% | 0.41% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
SIEPX vs. FNILX - Drawdown Comparison
The maximum SIEPX drawdown since its inception was -62.36%, which is greater than FNILX's maximum drawdown of -33.75%. Use the drawdown chart below to compare losses from any high point for SIEPX and FNILX. For additional features, visit the drawdowns tool.
Volatility
SIEPX vs. FNILX - Volatility Comparison
Saratoga International Equity Portfolio (SIEPX) and Fidelity ZERO Large Cap Index Fund (FNILX) have volatilities of 3.37% and 3.47%, 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.