TRIGX vs. FXAIX
Compare and contrast key facts about T.Rowe Price International Value Equity Fund (TRIGX) and Fidelity 500 Index Fund (FXAIX).
TRIGX is managed by T. Rowe Price. It was launched on Dec 20, 1998. FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TRIGX or FXAIX.
Correlation
The correlation between TRIGX and FXAIX is 0.77, 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
TRIGX vs. FXAIX - Performance Comparison
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Key characteristics
TRIGX:
1.23
FXAIX:
0.61
TRIGX:
1.54
FXAIX:
0.90
TRIGX:
1.22
FXAIX:
1.13
TRIGX:
1.27
FXAIX:
0.59
TRIGX:
4.33
FXAIX:
2.24
TRIGX:
4.20%
FXAIX:
4.84%
TRIGX:
16.38%
FXAIX:
19.71%
TRIGX:
-64.28%
FXAIX:
-33.79%
TRIGX:
-0.39%
FXAIX:
-4.94%
Returns By Period
In the year-to-date period, TRIGX achieves a 21.01% return, which is significantly higher than FXAIX's -0.54% return. Over the past 10 years, TRIGX has underperformed FXAIX with an annualized return of 5.58%, while FXAIX has yielded a comparatively higher 12.50% annualized return.
TRIGX
21.01%
6.47%
20.52%
19.97%
15.17%
16.41%
5.58%
FXAIX
-0.54%
8.07%
-1.86%
11.96%
15.62%
16.26%
12.50%
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TRIGX vs. FXAIX - Expense Ratio Comparison
TRIGX has a 0.89% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Risk-Adjusted Performance
TRIGX vs. FXAIX — Risk-Adjusted Performance Rank
TRIGX
FXAIX
TRIGX vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T.Rowe Price International Value Equity Fund (TRIGX) 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.
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Dividends
TRIGX vs. FXAIX - Dividend Comparison
TRIGX's dividend yield for the trailing twelve months is around 2.13%, more than FXAIX's 1.58% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TRIGX T.Rowe Price International Value Equity Fund | 2.13% | 2.58% | 2.66% | 2.98% | 2.49% | 1.34% | 2.82% | 2.49% | 2.31% | 2.65% | 2.07% | 6.90% |
FXAIX Fidelity 500 Index Fund | 1.58% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 1.95% | 2.07% | 1.81% | 2.01% | 2.56% | 2.63% |
Drawdowns
TRIGX vs. FXAIX - Drawdown Comparison
The maximum TRIGX drawdown since its inception was -64.28%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for TRIGX and FXAIX. For additional features, visit the drawdowns tool.
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Volatility
TRIGX vs. FXAIX - Volatility Comparison
The current volatility for T.Rowe Price International Value Equity Fund (TRIGX) is 2.53%, while Fidelity 500 Index Fund (FXAIX) has a volatility of 4.37%. This indicates that TRIGX experiences smaller price fluctuations and is considered to be less risky than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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