BMSIX vs. FDFIX
Compare and contrast key facts about BlackRock Income Fund (BMSIX) and Fidelity Flex 500 Index Fund (FDFIX).
BMSIX is managed by BlackRock. It was launched on Feb 25, 2010. FDFIX is managed by Fidelity. It was launched on Mar 9, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BMSIX or FDFIX.
Key characteristics
| BMSIX | FDFIX | |
|---|---|---|
| YTD Return | 5.97% | 23.85% |
| 1Y Return | 13.79% | 35.54% |
| 3Y Return (Ann) | 1.49% | 11.06% |
| 5Y Return (Ann) | 2.62% | 16.28% |
| Sharpe Ratio | 3.61 | 2.83 |
| Sortino Ratio | 6.15 | 3.77 |
| Omega Ratio | 1.79 | 1.52 |
| Calmar Ratio | 1.28 | 3.07 |
| Martin Ratio | 26.61 | 17.69 |
| Ulcer Index | 0.52% | 2.01% |
| Daily Std Dev | 3.84% | 12.55% |
| Max Drawdown | -18.61% | -33.77% |
| Current Drawdown | -0.66% | -0.32% |
Correlation
The correlation between BMSIX and FDFIX is 0.29, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
BMSIX vs. FDFIX - Performance Comparison
In the year-to-date period, BMSIX achieves a 5.97% return, which is significantly lower than FDFIX's 23.85% return. 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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BMSIX vs. FDFIX - Expense Ratio Comparison
BMSIX has a 0.62% expense ratio, which is higher than FDFIX's 0.00% expense ratio.
Risk-Adjusted Performance
BMSIX vs. FDFIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Income Fund (BMSIX) and Fidelity Flex 500 Index Fund (FDFIX). 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
BMSIX vs. FDFIX - Dividend Comparison
BMSIX's dividend yield for the trailing twelve months is around 6.05%, more than FDFIX's 1.26% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BMSIX BlackRock Income Fund | 6.05% | 5.82% | 4.01% | 5.56% | 4.19% | 4.88% | 5.10% | 4.04% | 4.34% | 4.28% | 4.60% | 4.38% |
FDFIX Fidelity Flex 500 Index Fund | 1.26% | 1.48% | 1.70% | 1.27% | 1.52% | 1.78% | 2.16% | 0.92% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
BMSIX vs. FDFIX - Drawdown Comparison
The maximum BMSIX drawdown since its inception was -18.61%, smaller than the maximum FDFIX drawdown of -33.77%. Use the drawdown chart below to compare losses from any high point for BMSIX and FDFIX. For additional features, visit the drawdowns tool.
Volatility
BMSIX vs. FDFIX - Volatility Comparison
The current volatility for BlackRock Income Fund (BMSIX) is 0.75%, while Fidelity Flex 500 Index Fund (FDFIX) has a volatility of 3.06%. This indicates that BMSIX experiences smaller price fluctuations and is considered to be less risky than FDFIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.