TYWIX vs. FDFIX
Compare and contrast key facts about AMG GW&K Emerging Wealth Equity Fund (TYWIX) and Fidelity Flex 500 Index Fund (FDFIX).
TYWIX is managed by AMG. It was launched on Mar 18, 2015. 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: TYWIX or FDFIX.
Correlation
The correlation between TYWIX and FDFIX is 0.62, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
TYWIX vs. FDFIX - Performance Comparison
Key characteristics
Returns By Period
TYWIX
N/A
N/A
N/A
N/A
N/A
N/A
FDFIX
4.11%
2.07%
9.73%
23.80%
14.37%
N/A
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TYWIX vs. FDFIX - Expense Ratio Comparison
TYWIX has a 0.89% expense ratio, which is higher than FDFIX's 0.00% expense ratio.
Risk-Adjusted Performance
TYWIX vs. FDFIX — Risk-Adjusted Performance Rank
TYWIX
FDFIX
TYWIX vs. FDFIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for AMG GW&K Emerging Wealth Equity Fund (TYWIX) 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
TYWIX vs. FDFIX - Dividend Comparison
TYWIX has not paid dividends to shareholders, while FDFIX's dividend yield for the trailing twelve months is around 1.21%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
TYWIX AMG GW&K Emerging Wealth Equity Fund | 0.00% | 99.99% | 2.11% | 0.00% | 1.18% | 0.02% | 3.11% | 5.30% | 6.03% | 0.84% | 0.28% |
FDFIX Fidelity Flex 500 Index Fund | 1.21% | 1.26% | 1.48% | 1.70% | 1.18% | 1.52% | 1.78% | 1.81% | 0.85% | 0.00% | 0.00% |
Drawdowns
TYWIX vs. FDFIX - Drawdown Comparison
Volatility
TYWIX vs. FDFIX - Volatility Comparison
The current volatility for AMG GW&K Emerging Wealth Equity Fund (TYWIX) is 0.00%, while Fidelity Flex 500 Index Fund (FDFIX) has a volatility of 3.21%. This indicates that TYWIX 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.