Correlation
The correlation between BBVSX and FSMDX is 0.84, 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.
BBVSX vs. FSMDX
Compare and contrast key facts about Bridge Builder Small/Mid Cap Value Fund (BBVSX) and Fidelity Mid Cap Index Fund (FSMDX).
BBVSX 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: BBVSX or FSMDX.
Performance
BBVSX vs. FSMDX - Performance Comparison
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Key characteristics
BBVSX:
0.29
FSMDX:
0.59
BBVSX:
0.42
FSMDX:
0.80
BBVSX:
1.05
FSMDX:
1.11
BBVSX:
0.18
FSMDX:
0.45
BBVSX:
0.54
FSMDX:
1.54
BBVSX:
7.27%
FSMDX:
6.08%
BBVSX:
20.61%
FSMDX:
19.85%
BBVSX:
-43.42%
FSMDX:
-40.35%
BBVSX:
-9.75%
FSMDX:
-6.29%
Returns By Period
In the year-to-date period, BBVSX achieves a -2.25% return, which is significantly lower than FSMDX's 0.86% return. Over the past 10 years, BBVSX has underperformed FSMDX with an annualized return of 7.63%, while FSMDX has yielded a comparatively higher 9.21% annualized return.
BBVSX
-2.25%
4.99%
-9.15%
5.92%
6.13%
13.90%
7.63%
FSMDX
0.86%
5.45%
-6.06%
11.61%
8.58%
12.65%
9.21%
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BBVSX vs. FSMDX - Expense Ratio Comparison
BBVSX has a 0.41% expense ratio, which is higher than FSMDX's 0.03% expense ratio.
Risk-Adjusted Performance
BBVSX vs. FSMDX — Risk-Adjusted Performance Rank
BBVSX
FSMDX
BBVSX vs. FSMDX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Bridge Builder Small/Mid Cap Value Fund (BBVSX) 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.
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Dividends
BBVSX vs. FSMDX - Dividend Comparison
BBVSX's dividend yield for the trailing twelve months is around 8.29%, more than FSMDX's 2.30% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BBVSX Bridge Builder Small/Mid Cap Value Fund | 8.29% | 8.10% | 3.88% | 7.57% | 10.92% | 1.19% | 2.39% | 5.03% | 1.18% | 0.83% | 0.68% | 0.00% |
FSMDX Fidelity Mid Cap Index Fund | 2.30% | 2.32% | 1.39% | 2.07% | 3.35% | 2.34% | 2.86% | 2.60% | 2.53% | 2.23% | 4.29% | 2.59% |
Drawdowns
BBVSX vs. FSMDX - Drawdown Comparison
The maximum BBVSX drawdown since its inception was -43.42%, which is greater than FSMDX's maximum drawdown of -40.35%. Use the drawdown chart below to compare losses from any high point for BBVSX and FSMDX.
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Volatility
BBVSX vs. FSMDX - Volatility Comparison
Bridge Builder Small/Mid Cap Value Fund (BBVSX) has a higher volatility of 5.57% compared to Fidelity Mid Cap Index Fund (FSMDX) at 5.22%. This indicates that BBVSX'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.
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