BIGTX vs. FITIX
Compare and contrast key facts about The Texas Fund (BIGTX) and Fidelity Advisor Mid Cap II Fund Class M (FITIX).
BIGTX is managed by Monteagle Funds. It was launched on Sep 17, 2013. FITIX is managed by Fidelity. It was launched on Aug 12, 2004.
Performance
BIGTX vs. FITIX - Performance Comparison
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BIGTX vs. FITIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BIGTX The Texas Fund | 9.34% | 5.98% | 15.76% | 11.32% | -6.93% | 23.90% | 13.11% | 9.61% | -11.44% | 11.58% |
FITIX Fidelity Advisor Mid Cap II Fund Class M | 4.84% | 11.29% | 22.41% | 14.40% | -15.22% | 24.61% | 18.05% | 23.04% | -15.37% | 19.97% |
Returns By Period
In the year-to-date period, BIGTX achieves a 9.34% return, which is significantly higher than FITIX's 4.84% return. Over the past 10 years, BIGTX has underperformed FITIX with an annualized return of 9.58%, while FITIX has yielded a comparatively higher 11.41% annualized return.
BIGTX
- 1D
- 2.09%
- 1M
- -3.58%
- YTD
- 9.34%
- 6M
- 4.74%
- 1Y
- 22.70%
- 3Y*
- 14.81%
- 5Y*
- 7.05%
- 10Y*
- 9.58%
FITIX
- 1D
- 3.64%
- 1M
- -6.59%
- YTD
- 4.84%
- 6M
- 9.02%
- 1Y
- 25.02%
- 3Y*
- 16.58%
- 5Y*
- 8.99%
- 10Y*
- 11.41%
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BIGTX vs. FITIX - Expense Ratio Comparison
BIGTX has a 1.67% expense ratio, which is higher than FITIX's 1.25% expense ratio.
Return for Risk
BIGTX vs. FITIX — Risk / Return Rank
BIGTX
FITIX
BIGTX vs. FITIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for The Texas Fund (BIGTX) and Fidelity Advisor Mid Cap II Fund Class M (FITIX). 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.
| BIGTX | FITIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.33 | 1.15 | +0.18 |
Sortino ratioReturn per unit of downside risk | 1.91 | 1.66 | +0.26 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.24 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 2.06 | 1.73 | +0.33 |
Martin ratioReturn relative to average drawdown | 8.80 | 7.56 | +1.24 |
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
| BIGTX | FITIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.33 | 1.15 | +0.18 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.01 | 0.44 | -0.44 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.01 | 0.54 | -0.53 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.01 | 0.51 | -0.50 |
Correlation
The correlation between BIGTX and FITIX is 0.88, 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
BIGTX vs. FITIX - Dividend Comparison
BIGTX's dividend yield for the trailing twelve months is around 6.75%, less than FITIX's 7.09% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BIGTX The Texas Fund | 6.75% | 7.38% | 3.52% | 2.51% | 3.06% | 5.27% | 0.07% | 0.08% | 2.27% | 0.00% | 0.00% | 0.00% |
FITIX Fidelity Advisor Mid Cap II Fund Class M | 7.09% | 10.82% | 11.68% | 2.52% | 5.82% | 19.35% | 1.01% | 3.07% | 10.58% | 7.57% | 9.20% | 4.84% |
Drawdowns
BIGTX vs. FITIX - Drawdown Comparison
The maximum BIGTX drawdown since its inception was -97.22%, which is greater than FITIX's maximum drawdown of -53.22%. Use the drawdown chart below to compare losses from any high point for BIGTX and FITIX.
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Drawdown Indicators
| BIGTX | FITIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -97.22% | -53.22% | -44.00% |
Max Drawdown (1Y)Largest decline over 1 year | -11.70% | -14.86% | +3.16% |
Max Drawdown (5Y)Largest decline over 5 years | -97.22% | -25.10% | -72.12% |
Max Drawdown (10Y)Largest decline over 10 years | -97.22% | -42.59% | -54.63% |
Current DrawdownCurrent decline from peak | -96.18% | -6.59% | -89.59% |
Average DrawdownAverage peak-to-trough decline | -18.89% | -8.10% | -10.79% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.74% | 3.39% | -0.65% |
Volatility
BIGTX vs. FITIX - Volatility Comparison
The current volatility for The Texas Fund (BIGTX) is 5.26%, while Fidelity Advisor Mid Cap II Fund Class M (FITIX) has a volatility of 8.56%. This indicates that BIGTX experiences smaller price fluctuations and is considered to be less risky than FITIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BIGTX | FITIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.26% | 8.56% | -3.30% |
Volatility (6M)Calculated over the trailing 6-month period | 10.77% | 13.90% | -3.13% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.93% | 22.34% | -4.41% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 1,245.70% | 20.52% | +1,225.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 880.79% | 21.08% | +859.71% |