BBGLX vs. FXAIX
Compare and contrast key facts about Bridge Builder Large Cap Growth Fund (BBGLX) and Fidelity 500 Index Fund (FXAIX).
BBGLX is managed by Bridge Builder. It was launched on Apr 27, 2015. FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BBGLX or FXAIX.
Correlation
The correlation between BBGLX and FXAIX is 0.95, 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
BBGLX vs. FXAIX - Performance Comparison
Key characteristics
BBGLX:
0.74
FXAIX:
1.87
BBGLX:
1.03
FXAIX:
2.52
BBGLX:
1.15
FXAIX:
1.34
BBGLX:
1.04
FXAIX:
2.83
BBGLX:
3.00
FXAIX:
11.72
BBGLX:
3.63%
FXAIX:
2.04%
BBGLX:
14.80%
FXAIX:
12.76%
BBGLX:
-36.93%
FXAIX:
-33.79%
BBGLX:
-6.23%
FXAIX:
-0.42%
Returns By Period
In the year-to-date period, BBGLX achieves a 3.86% return, which is significantly lower than FXAIX's 4.19% return.
BBGLX
3.86%
1.23%
2.80%
11.79%
10.14%
N/A
FXAIX
4.19%
1.25%
10.54%
24.46%
14.70%
13.09%
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BBGLX vs. FXAIX - Expense Ratio Comparison
BBGLX has a 0.19% expense ratio, which is higher than FXAIX's 0.02% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
BBGLX vs. FXAIX — Risk-Adjusted Performance Rank
BBGLX
FXAIX
BBGLX vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Bridge Builder Large Cap Growth Fund (BBGLX) 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
BBGLX vs. FXAIX - Dividend Comparison
BBGLX's dividend yield for the trailing twelve months is around 0.69%, less than FXAIX's 1.20% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BBGLX Bridge Builder Large Cap Growth Fund | 0.69% | 0.72% | 0.78% | 0.71% | 0.51% | 0.55% | 0.89% | 1.14% | 0.79% | 0.92% | 0.52% | 0.00% |
FXAIX Fidelity 500 Index Fund | 1.20% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 1.95% | 2.07% | 1.81% | 2.01% | 2.56% | 2.63% |
Drawdowns
BBGLX vs. FXAIX - Drawdown Comparison
The maximum BBGLX drawdown since its inception was -36.93%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for BBGLX and FXAIX. For additional features, visit the drawdowns tool.
Volatility
BBGLX vs. FXAIX - Volatility Comparison
Bridge Builder Large Cap Growth Fund (BBGLX) has a higher volatility of 3.50% compared to Fidelity 500 Index Fund (FXAIX) at 3.00%. This indicates that BBGLX'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.