BRGIX vs. FSSKX
BRGIX (Bridges Investment Fund) and FSSKX (Fidelity Advisor Stock Selector All Cap Fund Class K) are both Large Cap Growth Equities funds. Over the past 10 years, BRGIX returned 14.20%/yr vs 14.93%/yr for FSSKX. Their correlation of 0.95 means they have usually moved in the same direction. BRGIX charges 0.72%/yr vs 0.58%/yr for FSSKX.
Performance
BRGIX vs. FSSKX - Performance Comparison
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Returns By Period
In the year-to-date period, BRGIX achieves a 4.43% return, which is significantly lower than FSSKX's 14.53% return. Over the past 10 years, BRGIX has underperformed FSSKX with an annualized return of 14.20%, while FSSKX has yielded a comparatively higher 14.93% annualized return.
BRGIX
- 1D
- 1.03%
- 1M
- 0.44%
- 6M
- 4.71%
- YTD
- 4.43%
- 1Y
- 12.76%
- 3Y*
- 15.87%
- 5Y*
- 9.42%
- 10Y*
- 14.20%
- ALL TIME*
- 7.53%
FSSKX
- 1D
- 1.87%
- 1M
- -0.79%
- 6M
- 11.55%
- YTD
- 14.53%
- 1Y
- 28.43%
- 3Y*
- 19.77%
- 5Y*
- 12.09%
- 10Y*
- 14.93%
- ALL TIME*
- 11.04%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
BRGIX vs. FSSKX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BRGIX Bridges Investment Fund | 4.43% | 10.86% | 27.84% | 38.93% | -28.77% | 25.81% | 26.48% | 32.17% | -3.78% | 21.97% |
FSSKX Fidelity Advisor Stock Selector All Cap Fund Class K | 14.53% | 18.98% | 19.89% | 27.04% | -19.47% | 23.28% | 25.01% | 32.33% | -8.52% | 24.38% |
Correlation
The correlation between BRGIX and FSSKX is 0.82, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.82 |
Correlation (3Y) Balances recent behavior with more history. | 0.88 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.92 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.93 |
Correlation (All Time) Calculated using the full available price history since May 9, 2008 | 0.95 |
The correlation between BRGIX and FSSKX shifts across timeframes, from 0.82 (1 year) to 0.95 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
BRGIX vs. FSSKX — Risk / Return Rank
BRGIX
FSSKX
BRGIX vs. FSSKX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Bridges Investment Fund (BRGIX) and Fidelity Advisor Stock Selector All Cap Fund Class K (FSSKX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BRGIX | FSSKX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.08 | ||
| Sortino ratioReturn per unit of downside risk | -1.42 | ||
| Omega ratioGain probability vs. loss probability | 1.14 | 1.33 | -0.19 |
| Calmar ratioReturn relative to maximum drawdown | 0.71 | 2.85 | -2.14 |
| Martin ratioReturn relative to average drawdown | 2.53 | 12.86 | -10.33 |
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Drawdowns
BRGIX vs. FSSKX - Drawdown Comparison
The maximum BRGIX drawdown since its inception was -56.58%, which is greater than FSSKX's maximum drawdown of -53.43%. Use the drawdown chart below to compare losses from any high point for BRGIX and FSSKX.
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Drawdown Indicators
| BRGIX | FSSKX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.58% | -53.43% | -3.15% |
Max Drawdown (1Y)Largest decline over 1 year | -14.91% | -9.20% | -5.71% |
Max Drawdown (3Y)Largest decline over 3 years | -19.79% | -20.84% | +1.05% |
Max Drawdown (5Y)Largest decline over 5 years | -32.57% | -25.20% | -7.37% |
Max Drawdown (10Y)Largest decline over 10 years | -34.52% | -34.37% | -0.15% |
Current DrawdownCurrent decline from peak | -2.01% | -2.30% | +0.29% |
Average DrawdownAverage peak-to-trough decline | -12.46% | -7.65% | -4.81% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.18% | 2.03% | +2.15% |
Volatility
BRGIX vs. FSSKX - Volatility Comparison
Bridges Investment Fund (BRGIX) has a higher volatility of 3.94% compared to Fidelity Advisor Stock Selector All Cap Fund Class K (FSSKX) at 3.73%. This indicates that BRGIX's price experiences larger fluctuations and is considered to be riskier than FSSKX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BRGIX | FSSKX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.94% | 3.73% | +0.21% |
Volatility (6M)Calculated over the trailing 6-month period | 11.19% | 11.38% | -0.19% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.13% | 14.28% | -0.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.85% | 17.94% | +1.91% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.10% | 18.60% | +1.50% |
BRGIX vs. FSSKX - Expense Ratio Comparison
BRGIX has a 0.72% expense ratio, which is higher than FSSKX's 0.58% expense ratio.
Dividends
BRGIX vs. FSSKX - Dividend Comparison
BRGIX's dividend yield for the trailing twelve months is around 10.65%, more than FSSKX's 4.17% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BRGIX Bridges Investment Fund | 10.65% | 11.12% | 10.41% | 3.50% | 7.19% | 6.81% | 3.90% | 3.73% | 1.65% | 3.83% | 1.34% | 1.63% |
FSSKX Fidelity Advisor Stock Selector All Cap Fund Class K | 4.17% | 4.78% | 4.87% | 2.11% | 0.38% | 1.44% | 5.29% | 6.17% | 4.37% | 3.07% | 1.12% | 5.23% |
Frequently Asked Questions
BRGIX and FSSKX have a correlation of 0.82, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BRGIX has higher volatility (3.94%) compared to FSSKX (3.73%). In terms of maximum drawdown, BRGIX dropped -56.58% vs FSSKX's -53.43%.
FSSKX currently has the higher Sharpe Ratio (1.83 vs 0.75), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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