BBGSX vs. FSMDX
Compare and contrast key facts about Bridge Builder Small/Mid Cap Growth Fund (BBGSX) and Fidelity Mid Cap Index Fund (FSMDX).
BBGSX is managed by Bridge Builder. It was launched on Apr 27, 2015. FSMDX is managed by Fidelity. It was launched on Sep 8, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BBGSX or FSMDX.
Correlation
The correlation between BBGSX and FSMDX is 0.94, 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
BBGSX vs. FSMDX - Performance Comparison
Key characteristics
BBGSX:
0.95
FSMDX:
1.25
BBGSX:
1.37
FSMDX:
1.76
BBGSX:
1.17
FSMDX:
1.22
BBGSX:
0.46
FSMDX:
1.58
BBGSX:
4.07
FSMDX:
5.54
BBGSX:
3.85%
FSMDX:
3.01%
BBGSX:
16.54%
FSMDX:
13.33%
BBGSX:
-47.57%
FSMDX:
-40.35%
BBGSX:
-22.75%
FSMDX:
-7.30%
Returns By Period
In the year-to-date period, BBGSX achieves a 0.62% return, which is significantly lower than FSMDX's 0.92% return.
BBGSX
0.62%
-4.64%
2.53%
15.85%
1.89%
N/A
FSMDX
0.92%
-4.42%
4.25%
16.87%
8.52%
8.70%
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BBGSX vs. FSMDX - Expense Ratio Comparison
BBGSX has a 0.38% expense ratio, which is higher than FSMDX's 0.03% expense ratio.
Risk-Adjusted Performance
BBGSX vs. FSMDX — Risk-Adjusted Performance Rank
BBGSX
FSMDX
BBGSX vs. FSMDX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Bridge Builder Small/Mid Cap Growth Fund (BBGSX) and Fidelity Mid Cap Index Fund (FSMDX). 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
BBGSX vs. FSMDX - Dividend Comparison
BBGSX has not paid dividends to shareholders, while FSMDX's dividend yield for the trailing twelve months is around 1.16%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BBGSX Bridge Builder Small/Mid Cap Growth Fund | 0.00% | 0.00% | 0.32% | 0.19% | 0.07% | 0.22% | 0.76% | 0.41% | 0.33% | 0.36% | 0.27% | 0.00% |
FSMDX Fidelity Mid Cap Index Fund | 1.16% | 1.17% | 1.39% | 1.59% | 1.10% | 1.37% | 1.42% | 1.85% | 1.32% | 1.35% | 2.29% | 3.82% |
Drawdowns
BBGSX vs. FSMDX - Drawdown Comparison
The maximum BBGSX drawdown since its inception was -47.57%, which is greater than FSMDX's maximum drawdown of -40.35%. Use the drawdown chart below to compare losses from any high point for BBGSX and FSMDX. For additional features, visit the drawdowns tool.
Volatility
BBGSX vs. FSMDX - Volatility Comparison
Bridge Builder Small/Mid Cap Growth Fund (BBGSX) has a higher volatility of 5.78% compared to Fidelity Mid Cap Index Fund (FSMDX) at 4.78%. This indicates that BBGSX's price experiences larger fluctuations and is considered to be riskier than FSMDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.