BGRWX vs. FXAIX
Compare and contrast key facts about Barrett Growth Fund (BGRWX) and Fidelity 500 Index Fund (FXAIX).
BGRWX is managed by Barrett. It was launched on Dec 29, 1998. FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BGRWX or FXAIX.
Correlation
The correlation between BGRWX and FXAIX 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.
Performance
BGRWX vs. FXAIX - Performance Comparison
Key characteristics
BGRWX:
0.65
FXAIX:
1.90
BGRWX:
0.87
FXAIX:
2.56
BGRWX:
1.15
FXAIX:
1.35
BGRWX:
0.41
FXAIX:
2.87
BGRWX:
1.98
FXAIX:
11.90
BGRWX:
5.02%
FXAIX:
2.04%
BGRWX:
15.41%
FXAIX:
12.79%
BGRWX:
-57.15%
FXAIX:
-33.79%
BGRWX:
-14.84%
FXAIX:
0.00%
Returns By Period
In the year-to-date period, BGRWX achieves a 2.94% return, which is significantly lower than FXAIX's 4.38% return. Over the past 10 years, BGRWX has underperformed FXAIX with an annualized return of 6.47%, while FXAIX has yielded a comparatively higher 13.11% annualized return.
BGRWX
2.94%
1.03%
-3.95%
10.42%
3.02%
6.47%
FXAIX
4.38%
2.32%
10.23%
24.10%
14.52%
13.11%
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BGRWX vs. FXAIX - Expense Ratio Comparison
BGRWX has a 1.25% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Risk-Adjusted Performance
BGRWX vs. FXAIX — Risk-Adjusted Performance Rank
BGRWX
FXAIX
BGRWX vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Barrett Growth Fund (BGRWX) and Fidelity 500 Index Fund (FXAIX). 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
BGRWX vs. FXAIX - Dividend Comparison
BGRWX has not paid dividends to shareholders, while FXAIX's dividend yield for the trailing twelve months is around 1.19%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BGRWX Barrett Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.29% | 0.10% | 0.16% | 0.21% |
FXAIX Fidelity 500 Index Fund | 1.19% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 1.95% | 2.07% | 1.81% | 2.01% | 2.56% | 2.63% |
Drawdowns
BGRWX vs. FXAIX - Drawdown Comparison
The maximum BGRWX drawdown since its inception was -57.15%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for BGRWX and FXAIX. For additional features, visit the drawdowns tool.
Volatility
BGRWX vs. FXAIX - Volatility Comparison
The current volatility for Barrett Growth Fund (BGRWX) is 2.88%, while Fidelity 500 Index Fund (FXAIX) has a volatility of 3.19%. This indicates that BGRWX experiences smaller price fluctuations and is considered to be less risky than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.