VWIGX vs. FIGFX
Compare and contrast key facts about Vanguard International Growth Fund Investor Shares (VWIGX) and Fidelity International Growth Fund (FIGFX).
VWIGX is managed by Vanguard. It was launched on Sep 30, 1981. FIGFX is managed by Fidelity. It was launched on Nov 1, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VWIGX or FIGFX.
Key characteristics
VWIGX | FIGFX | |
---|---|---|
YTD Return | 10.15% | 5.48% |
1Y Return | 17.99% | 14.31% |
3Y Return (Ann) | -6.40% | -1.12% |
5Y Return (Ann) | 8.15% | 6.62% |
10Y Return (Ann) | 8.24% | 7.25% |
Sharpe Ratio | 1.05 | 1.09 |
Sortino Ratio | 1.53 | 1.57 |
Omega Ratio | 1.19 | 1.19 |
Calmar Ratio | 0.49 | 0.95 |
Martin Ratio | 6.29 | 5.08 |
Ulcer Index | 2.70% | 2.90% |
Daily Std Dev | 16.20% | 13.57% |
Max Drawdown | -59.58% | -55.48% |
Current Drawdown | -23.31% | -6.83% |
Correlation
The correlation between VWIGX and FIGFX is 0.92, 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
VWIGX vs. FIGFX - Performance Comparison
In the year-to-date period, VWIGX achieves a 10.15% return, which is significantly higher than FIGFX's 5.48% return. Over the past 10 years, VWIGX has outperformed FIGFX with an annualized return of 8.24%, while FIGFX has yielded a comparatively lower 7.25% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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VWIGX vs. FIGFX - Expense Ratio Comparison
VWIGX has a 0.43% expense ratio, which is lower than FIGFX's 0.99% expense ratio.
Risk-Adjusted Performance
VWIGX vs. FIGFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard International Growth Fund Investor Shares (VWIGX) and Fidelity International Growth Fund (FIGFX). 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
VWIGX vs. FIGFX - Dividend Comparison
VWIGX's dividend yield for the trailing twelve months is around 0.92%, more than FIGFX's 0.45% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Vanguard International Growth Fund Investor Shares | 0.92% | 1.01% | 1.37% | 0.93% | 0.21% | 1.20% | 1.62% | 0.84% | 1.26% | 1.39% | 2.29% | 1.44% |
Fidelity International Growth Fund | 0.45% | 0.48% | 0.22% | 0.43% | 0.11% | 0.97% | 0.88% | 0.58% | 1.24% | 1.47% | 0.84% | 0.97% |
Drawdowns
VWIGX vs. FIGFX - Drawdown Comparison
The maximum VWIGX drawdown since its inception was -59.58%, which is greater than FIGFX's maximum drawdown of -55.48%. Use the drawdown chart below to compare losses from any high point for VWIGX and FIGFX. For additional features, visit the drawdowns tool.
Volatility
VWIGX vs. FIGFX - Volatility Comparison
Vanguard International Growth Fund Investor Shares (VWIGX) and Fidelity International Growth Fund (FIGFX) have volatilities of 3.83% and 3.74%, 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.