BIGTX vs. FMIMX
Compare and contrast key facts about The Texas Fund (BIGTX) and FMI Common Stock Fund (FMIMX).
BIGTX is managed by Monteagle Funds. It was launched on Sep 17, 2013. FMIMX is managed by FMI Funds. It was launched on Dec 18, 1981.
Performance
BIGTX vs. FMIMX - Performance Comparison
Loading graphics...
BIGTX vs. FMIMX - 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% |
FMIMX FMI Common Stock Fund | 0.60% | 2.12% | 10.38% | 24.85% | -5.95% | 30.52% | 5.79% | 24.80% | -8.77% | 13.92% |
Returns By Period
In the year-to-date period, BIGTX achieves a 9.34% return, which is significantly higher than FMIMX's 0.60% return. Over the past 10 years, BIGTX has underperformed FMIMX with an annualized return of 9.58%, while FMIMX has yielded a comparatively higher 10.45% 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%
FMIMX
- 1D
- 2.22%
- 1M
- -9.10%
- YTD
- 0.60%
- 6M
- -0.97%
- 1Y
- 6.09%
- 3Y*
- 9.61%
- 5Y*
- 8.81%
- 10Y*
- 10.45%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
BIGTX vs. FMIMX - Expense Ratio Comparison
BIGTX has a 1.67% expense ratio, which is higher than FMIMX's 1.01% expense ratio.
Return for Risk
BIGTX vs. FMIMX — Risk / Return Rank
BIGTX
FMIMX
BIGTX vs. FMIMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for The Texas Fund (BIGTX) and FMI Common Stock Fund (FMIMX). 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 | FMIMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.33 | 0.30 | +1.02 |
Sortino ratioReturn per unit of downside risk | 1.91 | 0.61 | +1.30 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.08 | +0.18 |
Calmar ratioReturn relative to maximum drawdown | 2.06 | 0.48 | +1.58 |
Martin ratioReturn relative to average drawdown | 8.80 | 1.29 | +7.51 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| BIGTX | FMIMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.33 | 0.30 | +1.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.01 | 0.48 | -0.47 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.01 | 0.55 | -0.54 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.01 | 0.51 | -0.50 |
Correlation
The correlation between BIGTX and FMIMX 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.
Dividends
BIGTX vs. FMIMX - Dividend Comparison
BIGTX's dividend yield for the trailing twelve months is around 6.75%, less than FMIMX's 13.16% 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% |
FMIMX FMI Common Stock Fund | 13.16% | 13.24% | 2.01% | 2.84% | 6.65% | 12.44% | 0.76% | 4.93% | 10.17% | 11.82% | 4.92% | 10.77% |
Drawdowns
BIGTX vs. FMIMX - Drawdown Comparison
The maximum BIGTX drawdown since its inception was -97.22%, which is greater than FMIMX's maximum drawdown of -59.09%. Use the drawdown chart below to compare losses from any high point for BIGTX and FMIMX.
Loading graphics...
Drawdown Indicators
| BIGTX | FMIMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -97.22% | -59.09% | -38.13% |
Max Drawdown (1Y)Largest decline over 1 year | -11.70% | -13.80% | +2.10% |
Max Drawdown (5Y)Largest decline over 5 years | -97.22% | -21.31% | -75.91% |
Max Drawdown (10Y)Largest decline over 10 years | -97.22% | -38.07% | -59.15% |
Current DrawdownCurrent decline from peak | -96.18% | -11.89% | -84.29% |
Average DrawdownAverage peak-to-trough decline | -18.89% | -10.46% | -8.43% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.74% | 5.14% | -2.40% |
Volatility
BIGTX vs. FMIMX - Volatility Comparison
The current volatility for The Texas Fund (BIGTX) is 5.26%, while FMI Common Stock Fund (FMIMX) has a volatility of 5.58%. This indicates that BIGTX experiences smaller price fluctuations and is considered to be less risky than FMIMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| BIGTX | FMIMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.26% | 5.58% | -0.32% |
Volatility (6M)Calculated over the trailing 6-month period | 10.77% | 12.46% | -1.69% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.93% | 21.02% | -3.09% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 1,245.70% | 18.60% | +1,227.10% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 880.79% | 19.19% | +861.60% |