BBVSX vs. FSLSX
Compare and contrast key facts about Bridge Builder Small/Mid Cap Value Fund (BBVSX) and Fidelity Value Strategies Fund (FSLSX).
BBVSX is managed by Bridge Builder. It was launched on Apr 27, 2015. FSLSX is managed by Fidelity. It was launched on Dec 31, 1983.
Performance
BBVSX vs. FSLSX - Performance Comparison
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BBVSX vs. FSLSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BBVSX Bridge Builder Small/Mid Cap Value Fund | 0.00% | -2.25% | 10.61% | 15.05% | -9.75% | 28.14% | 6.07% | 28.04% | -14.47% | 12.65% |
FSLSX Fidelity Value Strategies Fund | 3.45% | 0.24% | 9.25% | 20.54% | -7.37% | 33.32% | 8.24% | 34.54% | -16.90% | 17.49% |
Returns By Period
Over the past 10 years, BBVSX has underperformed FSLSX with an annualized return of 8.15%, while FSLSX has yielded a comparatively higher 10.15% annualized return.
BBVSX
- 1D
- -0.93%
- 1M
- -7.90%
- YTD
- -0.00%
- 6M
- -9.28%
- 1Y
- 1.91%
- 3Y*
- 7.15%
- 5Y*
- 4.55%
- 10Y*
- 8.15%
FSLSX
- 1D
- -0.87%
- 1M
- -8.93%
- YTD
- 3.45%
- 6M
- 0.11%
- 1Y
- 12.54%
- 3Y*
- 10.48%
- 5Y*
- 7.61%
- 10Y*
- 10.15%
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BBVSX vs. FSLSX - Expense Ratio Comparison
BBVSX has a 0.41% expense ratio, which is lower than FSLSX's 0.86% expense ratio.
Return for Risk
BBVSX vs. FSLSX — Risk / Return Rank
BBVSX
FSLSX
BBVSX vs. FSLSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Bridge Builder Small/Mid Cap Value Fund (BBVSX) and Fidelity Value Strategies Fund (FSLSX). 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.
| BBVSX | FSLSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.11 | 0.53 | -0.42 |
Sortino ratioReturn per unit of downside risk | 0.30 | 0.88 | -0.59 |
Omega ratioGain probability vs. loss probability | 1.04 | 1.12 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 0.12 | 0.68 | -0.56 |
Martin ratioReturn relative to average drawdown | 0.32 | 2.58 | -2.26 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BBVSX | FSLSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.11 | 0.53 | -0.42 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.24 | 0.37 | -0.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.39 | 0.47 | -0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.33 | 0.52 | -0.19 |
Correlation
The correlation between BBVSX and FSLSX 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.
Dividends
BBVSX vs. FSLSX - Dividend Comparison
Neither BBVSX nor FSLSX has paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BBVSX Bridge Builder Small/Mid Cap Value Fund | 0.00% | 0.00% | 6.75% | 3.88% | 7.57% | 10.92% | 2.38% | 1.32% | 5.03% | 1.18% | 0.82% | 0.68% |
FSLSX Fidelity Value Strategies Fund | 0.00% | 0.00% | 10.41% | 2.49% | 2.13% | 7.29% | 0.84% | 4.84% | 14.59% | 6.57% | 19.71% | 1.26% |
Drawdowns
BBVSX vs. FSLSX - Drawdown Comparison
The maximum BBVSX drawdown since its inception was -43.42%, smaller than the maximum FSLSX drawdown of -69.87%. Use the drawdown chart below to compare losses from any high point for BBVSX and FSLSX.
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Drawdown Indicators
| BBVSX | FSLSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.42% | -69.87% | +26.45% |
Max Drawdown (1Y)Largest decline over 1 year | -13.52% | -15.25% | +1.73% |
Max Drawdown (5Y)Largest decline over 5 years | -23.25% | -26.81% | +3.56% |
Max Drawdown (10Y)Largest decline over 10 years | -43.42% | -47.98% | +4.56% |
Current DrawdownCurrent decline from peak | -12.92% | -9.79% | -3.13% |
Average DrawdownAverage peak-to-trough decline | -6.20% | -8.30% | +2.10% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.29% | 4.00% | +1.29% |
Volatility
BBVSX vs. FSLSX - Volatility Comparison
The current volatility for Bridge Builder Small/Mid Cap Value Fund (BBVSX) is 4.97%, while Fidelity Value Strategies Fund (FSLSX) has a volatility of 5.26%. This indicates that BBVSX experiences smaller price fluctuations and is considered to be less risky than FSLSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BBVSX | FSLSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.97% | 5.26% | -0.29% |
Volatility (6M)Calculated over the trailing 6-month period | 14.12% | 14.98% | -0.86% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.64% | 23.86% | -2.22% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.34% | 20.43% | -1.09% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.97% | 21.87% | -0.90% |