VWNAX vs. FIDKX
Compare and contrast key facts about Vanguard Windsor II Fund Admiral Shares (VWNAX) and Fidelity International Discovery Fund Class K (FIDKX).
VWNAX is managed by Vanguard. It was launched on May 14, 2001. FIDKX is managed by Fidelity. It was launched on May 9, 2008.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VWNAX or FIDKX.
Correlation
The correlation between VWNAX and FIDKX is 0.79, 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
VWNAX vs. FIDKX - Performance Comparison
Key characteristics
VWNAX:
0.62
FIDKX:
1.18
VWNAX:
0.79
FIDKX:
1.67
VWNAX:
1.16
FIDKX:
1.21
VWNAX:
0.76
FIDKX:
0.67
VWNAX:
2.60
FIDKX:
4.35
VWNAX:
3.65%
FIDKX:
3.70%
VWNAX:
15.23%
FIDKX:
13.65%
VWNAX:
-61.71%
FIDKX:
-55.92%
VWNAX:
-8.20%
FIDKX:
-11.79%
Returns By Period
The year-to-date returns for both stocks are quite close, with VWNAX having a 4.24% return and FIDKX slightly lower at 4.03%. Over the past 10 years, VWNAX has underperformed FIDKX with an annualized return of 4.22%, while FIDKX has yielded a comparatively higher 4.48% annualized return.
VWNAX
4.24%
3.41%
-1.33%
8.81%
6.28%
4.22%
FIDKX
4.03%
3.76%
1.96%
16.32%
3.51%
4.48%
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VWNAX vs. FIDKX - Expense Ratio Comparison
VWNAX has a 0.26% expense ratio, which is lower than FIDKX's 0.90% expense ratio.
Risk-Adjusted Performance
VWNAX vs. FIDKX — Risk-Adjusted Performance Rank
VWNAX
FIDKX
VWNAX vs. FIDKX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Windsor II Fund Admiral Shares (VWNAX) and Fidelity International Discovery Fund Class K (FIDKX). 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
VWNAX vs. FIDKX - Dividend Comparison
VWNAX's dividend yield for the trailing twelve months is around 1.69%, less than FIDKX's 2.90% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VWNAX Vanguard Windsor II Fund Admiral Shares | 1.69% | 1.76% | 1.72% | 1.70% | 1.26% | 1.38% | 2.20% | 2.70% | 2.09% | 2.57% | 2.49% | 2.42% |
FIDKX Fidelity International Discovery Fund Class K | 2.90% | 3.01% | 2.02% | 0.47% | 3.08% | 0.55% | 1.82% | 1.49% | 1.22% | 1.83% | 2.36% | 1.64% |
Drawdowns
VWNAX vs. FIDKX - Drawdown Comparison
The maximum VWNAX drawdown since its inception was -61.71%, which is greater than FIDKX's maximum drawdown of -55.92%. Use the drawdown chart below to compare losses from any high point for VWNAX and FIDKX. For additional features, visit the drawdowns tool.
Volatility
VWNAX vs. FIDKX - Volatility Comparison
The current volatility for Vanguard Windsor II Fund Admiral Shares (VWNAX) is 3.28%, while Fidelity International Discovery Fund Class K (FIDKX) has a volatility of 3.53%. This indicates that VWNAX experiences smaller price fluctuations and is considered to be less risky than FIDKX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.