^BSE100 vs. FXAIX
Compare and contrast key facts about S&P BSE-100 (^BSE100) and Fidelity 500 Index Fund (FXAIX).
FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ^BSE100 or FXAIX.
Correlation
The correlation between ^BSE100 and FXAIX is 0.23, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
^BSE100 vs. FXAIX - Performance Comparison
Key characteristics
^BSE100:
0.86
FXAIX:
1.98
^BSE100:
1.20
FXAIX:
2.65
^BSE100:
1.18
FXAIX:
1.36
^BSE100:
1.11
FXAIX:
2.96
^BSE100:
3.17
FXAIX:
12.95
^BSE100:
3.85%
FXAIX:
1.93%
^BSE100:
14.07%
FXAIX:
12.66%
^BSE100:
-38.32%
FXAIX:
-33.79%
^BSE100:
-9.08%
FXAIX:
-3.34%
Returns By Period
Over the past 10 years, ^BSE100 has underperformed FXAIX with an annualized return of 11.67%, while FXAIX has yielded a comparatively higher 12.93% annualized return.
^BSE100
0.39%
-1.45%
-1.26%
12.36%
15.44%
11.67%
FXAIX
0.00%
-2.38%
7.48%
25.01%
14.36%
12.93%
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Risk-Adjusted Performance
^BSE100 vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for S&P BSE-100 (^BSE100) 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.
Drawdowns
^BSE100 vs. FXAIX - Drawdown Comparison
The maximum ^BSE100 drawdown since its inception was -38.32%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for ^BSE100 and FXAIX. For additional features, visit the drawdowns tool.
Volatility
^BSE100 vs. FXAIX - Volatility Comparison
The current volatility for S&P BSE-100 (^BSE100) is 3.16%, while Fidelity 500 Index Fund (FXAIX) has a volatility of 4.14%. This indicates that ^BSE100 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.