BASF.NS vs. FXAIX
Compare and contrast key facts about BASF India Limited (BASF.NS) 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: BASF.NS or FXAIX.
Correlation
The correlation between BASF.NS and FXAIX is 0.08, 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
BASF.NS vs. FXAIX - Performance Comparison
Key characteristics
BASF.NS:
1.85
FXAIX:
2.20
BASF.NS:
2.59
FXAIX:
2.93
BASF.NS:
1.35
FXAIX:
1.41
BASF.NS:
2.58
FXAIX:
3.26
BASF.NS:
7.68
FXAIX:
14.39
BASF.NS:
12.14%
FXAIX:
1.91%
BASF.NS:
50.58%
FXAIX:
12.50%
BASF.NS:
-64.81%
FXAIX:
-33.79%
BASF.NS:
-33.38%
FXAIX:
-2.91%
Returns By Period
In the year-to-date period, BASF.NS achieves a 86.36% return, which is significantly higher than FXAIX's 25.57% return. Over the past 10 years, BASF.NS has outperformed FXAIX with an annualized return of 17.58%, while FXAIX has yielded a comparatively lower 12.86% annualized return.
BASF.NS
86.36%
-4.64%
9.96%
88.26%
44.01%
17.58%
FXAIX
25.57%
0.00%
8.86%
26.21%
14.72%
12.86%
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Risk-Adjusted Performance
BASF.NS vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BASF India Limited (BASF.NS) 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
BASF.NS vs. FXAIX - Dividend Comparison
BASF.NS's dividend yield for the trailing twelve months is around 0.26%, less than FXAIX's 0.88% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BASF.NS BASF India Limited | 0.26% | 0.26% | 0.21% | 0.16% | 0.18% | 0.30% | 0.19% | 0.05% | 0.09% | 0.42% | 0.31% | 0.62% |
FXAIX Fidelity 500 Index Fund | 0.88% | 1.45% | 1.69% | 1.22% | 1.60% | 1.95% | 2.07% | 1.81% | 2.01% | 2.56% | 2.63% | 1.84% |
Drawdowns
BASF.NS vs. FXAIX - Drawdown Comparison
The maximum BASF.NS drawdown since its inception was -64.81%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for BASF.NS and FXAIX. For additional features, visit the drawdowns tool.
Volatility
BASF.NS vs. FXAIX - Volatility Comparison
BASF India Limited (BASF.NS) has a higher volatility of 9.91% compared to Fidelity 500 Index Fund (FXAIX) at 3.66%. This indicates that BASF.NS'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.