BIAGX vs. FXAIX
Compare and contrast key facts about Brown Advisory Growth Equity Fund (BIAGX) and Fidelity 500 Index Fund (FXAIX).
BIAGX is managed by Brown Advisory Funds. It was launched on Jun 28, 1999. FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BIAGX or FXAIX.
Correlation
The correlation between BIAGX and FXAIX is 0.89, 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
BIAGX vs. FXAIX - Performance Comparison
Key characteristics
BIAGX:
-1.02
FXAIX:
-0.10
BIAGX:
-1.09
FXAIX:
-0.03
BIAGX:
0.66
FXAIX:
1.00
BIAGX:
-0.78
FXAIX:
-0.09
BIAGX:
-1.85
FXAIX:
-0.49
BIAGX:
27.59%
FXAIX:
3.31%
BIAGX:
50.32%
FXAIX:
16.07%
BIAGX:
-65.91%
FXAIX:
-33.79%
BIAGX:
-65.91%
FXAIX:
-17.54%
Returns By Period
In the year-to-date period, BIAGX achieves a -15.86% return, which is significantly lower than FXAIX's -13.72% return. Over the past 10 years, BIAGX has underperformed FXAIX with an annualized return of -3.63%, while FXAIX has yielded a comparatively higher 11.31% annualized return.
BIAGX
-15.86%
-14.83%
-54.02%
-50.52%
-8.66%
-3.63%
FXAIX
-13.72%
-13.33%
-11.49%
-0.42%
17.07%
11.31%
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BIAGX vs. FXAIX - Expense Ratio Comparison
BIAGX has a 0.81% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Risk-Adjusted Performance
BIAGX vs. FXAIX — Risk-Adjusted Performance Rank
BIAGX
FXAIX
BIAGX vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Brown Advisory Growth Equity Fund (BIAGX) 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
BIAGX vs. FXAIX - Dividend Comparison
BIAGX has not paid dividends to shareholders, while FXAIX's dividend yield for the trailing twelve months is around 1.44%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BIAGX Brown Advisory Growth Equity Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FXAIX Fidelity 500 Index Fund | 1.13% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 2.06% | 2.72% | 1.97% | 2.52% | 2.83% | 2.63% |
Drawdowns
BIAGX vs. FXAIX - Drawdown Comparison
The maximum BIAGX drawdown since its inception was -65.91%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for BIAGX and FXAIX. For additional features, visit the drawdowns tool.
Volatility
BIAGX vs. FXAIX - Volatility Comparison
Brown Advisory Growth Equity Fund (BIAGX) and Fidelity 500 Index Fund (FXAIX) have volatilities of 9.85% and 9.51%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.