AADEX vs. FXAIX
Compare and contrast key facts about American Beacon Large Cap Value Fund (AADEX) and Fidelity 500 Index Fund (FXAIX).
AADEX is managed by American Beacon. It was launched on Jul 17, 1987. FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AADEX or FXAIX.
Correlation
The correlation between AADEX and FXAIX is 0.90, 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
AADEX vs. FXAIX - Performance Comparison
Key characteristics
AADEX:
0.22
FXAIX:
2.16
AADEX:
0.35
FXAIX:
2.88
AADEX:
1.06
FXAIX:
1.40
AADEX:
0.20
FXAIX:
3.26
AADEX:
0.85
FXAIX:
14.06
AADEX:
3.89%
FXAIX:
1.96%
AADEX:
15.09%
FXAIX:
12.72%
AADEX:
-59.56%
FXAIX:
-33.79%
AADEX:
-15.99%
FXAIX:
-2.87%
Returns By Period
In the year-to-date period, AADEX achieves a 0.57% return, which is significantly higher than FXAIX's 0.48% return. Over the past 10 years, AADEX has underperformed FXAIX with an annualized return of 8.00%, while FXAIX has yielded a comparatively higher 13.06% annualized return.
AADEX
0.57%
-14.50%
-4.75%
2.56%
7.77%
8.00%
FXAIX
0.48%
-2.87%
6.66%
25.76%
14.36%
13.06%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
AADEX vs. FXAIX - Expense Ratio Comparison
AADEX has a 0.63% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Risk-Adjusted Performance
AADEX vs. FXAIX — Risk-Adjusted Performance Rank
AADEX
FXAIX
AADEX vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Beacon Large Cap Value Fund (AADEX) 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.
Dividends
AADEX vs. FXAIX - Dividend Comparison
AADEX has not paid dividends to shareholders, while FXAIX's dividend yield for the trailing twelve months is around 1.24%.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
American Beacon Large Cap Value Fund | 0.00% | 0.00% | 1.78% | 1.78% | 1.37% | 2.00% | 2.26% | 2.36% | 1.87% | 2.18% | 2.12% | 2.30% |
Fidelity 500 Index Fund | 1.24% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 1.95% | 2.07% | 1.81% | 2.01% | 2.56% | 2.63% |
Drawdowns
AADEX vs. FXAIX - Drawdown Comparison
The maximum AADEX drawdown since its inception was -59.56%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for AADEX and FXAIX. For additional features, visit the drawdowns tool.
Volatility
AADEX vs. FXAIX - Volatility Comparison
American Beacon Large Cap Value Fund (AADEX) has a higher volatility of 10.90% compared to Fidelity 500 Index Fund (FXAIX) at 4.48%. This indicates that AADEX's price experiences larger fluctuations and is considered to be riskier than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.