Correlation
The correlation between TSGAX and FZILX is 0.78, 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.
TSGAX vs. FZILX
Compare and contrast key facts about Timothy Plan Strategic Growth Fund (TSGAX) and Fidelity ZERO International Index Fund (FZILX).
TSGAX is managed by Timothy Plan. It was launched on Oct 4, 2000. FZILX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TSGAX or FZILX.
Performance
TSGAX vs. FZILX - Performance Comparison
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Key characteristics
TSGAX:
0.76
FZILX:
0.91
TSGAX:
1.06
FZILX:
1.21
TSGAX:
1.15
FZILX:
1.17
TSGAX:
0.81
FZILX:
0.97
TSGAX:
3.78
FZILX:
3.03
TSGAX:
2.17%
FZILX:
4.31%
TSGAX:
11.62%
FZILX:
16.13%
TSGAX:
-54.36%
FZILX:
-34.37%
TSGAX:
-0.59%
FZILX:
-0.54%
Returns By Period
In the year-to-date period, TSGAX achieves a 5.35% return, which is significantly lower than FZILX's 14.83% return.
TSGAX
5.35%
3.61%
1.51%
8.75%
4.45%
6.47%
3.47%
FZILX
14.83%
4.75%
11.85%
14.53%
9.88%
10.58%
N/A
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TSGAX vs. FZILX - Expense Ratio Comparison
TSGAX has a 1.09% expense ratio, which is higher than FZILX's 0.00% expense ratio.
Risk-Adjusted Performance
TSGAX vs. FZILX — Risk-Adjusted Performance Rank
TSGAX
FZILX
TSGAX vs. FZILX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Timothy Plan Strategic Growth Fund (TSGAX) and Fidelity ZERO International Index Fund (FZILX). 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
TSGAX vs. FZILX - Dividend Comparison
TSGAX's dividend yield for the trailing twelve months is around 3.17%, more than FZILX's 2.61% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TSGAX Timothy Plan Strategic Growth Fund | 3.17% | 3.34% | 1.57% | 7.33% | 4.70% | 3.41% | 3.72% | 0.36% | 0.00% | 0.00% | 0.33% | 1.31% |
FZILX Fidelity ZERO International Index Fund | 2.61% | 3.00% | 2.98% | 2.71% | 2.61% | 1.64% | 2.83% | 0.66% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
TSGAX vs. FZILX - Drawdown Comparison
The maximum TSGAX drawdown since its inception was -54.36%, which is greater than FZILX's maximum drawdown of -34.37%. Use the drawdown chart below to compare losses from any high point for TSGAX and FZILX.
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Volatility
TSGAX vs. FZILX - Volatility Comparison
Timothy Plan Strategic Growth Fund (TSGAX) and Fidelity ZERO International Index Fund (FZILX) have volatilities of 2.83% and 2.79%, 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.
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