BEQGX vs. FZROX
Compare and contrast key facts about American Century Equity Growth Fund (BEQGX) and Fidelity ZERO Total Market Index Fund (FZROX).
BEQGX is managed by American Century Investments. It was launched on May 9, 1991. FZROX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BEQGX or FZROX.
Key characteristics
| BEQGX | FZROX | |
|---|---|---|
| YTD Return | 26.14% | 25.39% |
| 1Y Return | 34.04% | 34.14% |
| 3Y Return (Ann) | -4.12% | 8.75% |
| 5Y Return (Ann) | 1.56% | 15.09% |
| Sharpe Ratio | 2.70 | 2.75 |
| Sortino Ratio | 3.60 | 3.67 |
| Omega Ratio | 1.51 | 1.51 |
| Calmar Ratio | 0.99 | 4.01 |
| Martin Ratio | 15.69 | 17.57 |
| Ulcer Index | 2.18% | 1.96% |
| Daily Std Dev | 12.65% | 12.50% |
| Max Drawdown | -57.61% | -34.96% |
| Current Drawdown | -12.43% | -1.09% |
Correlation
The correlation between BEQGX and FZROX is 0.97, 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
BEQGX vs. FZROX - Performance Comparison
The year-to-date returns for both stocks are quite close, with BEQGX having a 26.14% return and FZROX slightly lower at 25.39%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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BEQGX vs. FZROX - Expense Ratio Comparison
BEQGX has a 0.65% expense ratio, which is higher than FZROX's 0.00% expense ratio.
Risk-Adjusted Performance
BEQGX vs. FZROX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century Equity Growth Fund (BEQGX) and Fidelity ZERO Total Market Index Fund (FZROX). 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
BEQGX vs. FZROX - Dividend Comparison
BEQGX's dividend yield for the trailing twelve months is around 0.59%, less than FZROX's 1.08% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BEQGX American Century Equity Growth Fund | 0.59% | 1.20% | 1.63% | 0.62% | 1.06% | 1.16% | 1.17% | 1.39% | 1.35% | 1.51% | 1.35% | 1.33% |
FZROX Fidelity ZERO Total Market Index Fund | 1.08% | 1.36% | 1.57% | 1.08% | 1.27% | 1.45% | 0.63% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
BEQGX vs. FZROX - Drawdown Comparison
The maximum BEQGX drawdown since its inception was -57.61%, which is greater than FZROX's maximum drawdown of -34.96%. Use the drawdown chart below to compare losses from any high point for BEQGX and FZROX. For additional features, visit the drawdowns tool.
Volatility
BEQGX vs. FZROX - Volatility Comparison
The current volatility for American Century Equity Growth Fund (BEQGX) is 3.67%, while Fidelity ZERO Total Market Index Fund (FZROX) has a volatility of 3.99%. This indicates that BEQGX experiences smaller price fluctuations and is considered to be less risky than FZROX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.