BBVLX vs. FBCGX

In the year-to-date period, BBVLX achieves a 1.69% return, which is significantly higher than FBCGX's -4.83% return.

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BBVLX has a 0.23% expense ratio, which is lower than FBCGX's 0.45% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Bridge Builder Large Cap Value Fund (BBVLX) and Fidelity Blue Chip Growth K6 Fund (FBCGX). 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.

The current BBVLX Sharpe Ratio is 0.49, which is comparable to the FBCGX Sharpe Ratio of 0.49. The chart below compares the historical Sharpe Ratios of BBVLX and FBCGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

BBVLX's dividend yield for the trailing twelve months is around 8.30%, more than FBCGX's 0.65% yield.

The maximum BBVLX drawdown since its inception was -38.48%, smaller than the maximum FBCGX drawdown of -42.55%. Use the drawdown chart below to compare losses from any high point for BBVLX and FBCGX. For additional features, visit the drawdowns tool.

The current volatility for Bridge Builder Large Cap Value Fund (BBVLX) is 4.67%, while Fidelity Blue Chip Growth K6 Fund (FBCGX) has a volatility of 8.12%. This indicates that BBVLX experiences smaller price fluctuations and is considered to be less risky than FBCGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.