TIGIX vs. FDFIX
Compare and contrast key facts about Timothy Plan Growth & Income Fund (TIGIX) and Fidelity Flex 500 Index Fund (FDFIX).
TIGIX is managed by Timothy Plan. It was launched on Sep 30, 2013. FDFIX is managed by Fidelity. It was launched on Mar 9, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TIGIX or FDFIX.
Correlation
The correlation between TIGIX and FDFIX 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
TIGIX vs. FDFIX - Performance Comparison
Key characteristics
TIGIX:
1.05
FDFIX:
1.81
TIGIX:
1.49
FDFIX:
2.44
TIGIX:
1.19
FDFIX:
1.33
TIGIX:
0.43
FDFIX:
2.77
TIGIX:
3.47
FDFIX:
11.45
TIGIX:
2.02%
FDFIX:
2.04%
TIGIX:
6.67%
FDFIX:
12.88%
TIGIX:
-26.79%
FDFIX:
-33.77%
TIGIX:
-9.71%
FDFIX:
-1.49%
Returns By Period
In the year-to-date period, TIGIX achieves a 1.22% return, which is significantly lower than FDFIX's 2.55% return.
TIGIX
1.22%
1.32%
1.49%
7.21%
1.13%
0.77%
FDFIX
2.55%
1.90%
13.48%
22.23%
14.41%
N/A
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TIGIX vs. FDFIX - Expense Ratio Comparison
TIGIX has a 1.02% expense ratio, which is higher than FDFIX's 0.00% expense ratio.
Risk-Adjusted Performance
TIGIX vs. FDFIX — Risk-Adjusted Performance Rank
TIGIX
FDFIX
TIGIX vs. FDFIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Timothy Plan Growth & Income Fund (TIGIX) and Fidelity Flex 500 Index Fund (FDFIX). 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
TIGIX vs. FDFIX - Dividend Comparison
TIGIX's dividend yield for the trailing twelve months is around 2.01%, more than FDFIX's 1.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
TIGIX Timothy Plan Growth & Income Fund | 2.01% | 2.04% | 1.80% | 1.50% | 1.42% | 1.26% | 0.64% | 0.22% | 0.20% | 0.30% | 0.16% |
FDFIX Fidelity Flex 500 Index Fund | 1.22% | 1.26% | 1.48% | 1.70% | 1.18% | 1.52% | 1.78% | 1.81% | 0.85% | 0.00% | 0.00% |
Drawdowns
TIGIX vs. FDFIX - Drawdown Comparison
The maximum TIGIX drawdown since its inception was -26.79%, smaller than the maximum FDFIX drawdown of -33.77%. Use the drawdown chart below to compare losses from any high point for TIGIX and FDFIX. For additional features, visit the drawdowns tool.
Volatility
TIGIX vs. FDFIX - Volatility Comparison
The current volatility for Timothy Plan Growth & Income Fund (TIGIX) is 2.26%, while Fidelity Flex 500 Index Fund (FDFIX) has a volatility of 3.85%. This indicates that TIGIX experiences smaller price fluctuations and is considered to be less risky than FDFIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.