BRIG.L vs. FMAGX
Compare and contrast key facts about BlackRock Income and Growth Investment Trust plc (BRIG.L) and Fidelity Magellan Fund (FMAGX).
FMAGX is managed by Fidelity. It was launched on May 2, 1963.
Performance
BRIG.L vs. FMAGX - Performance Comparison
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BRIG.L vs. FMAGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BRIG.L BlackRock Income and Growth Investment Trust plc | 3.12% | 15.89% | 9.68% | 1.75% | 5.28% | 14.35% | -13.90% | 22.01% | -13.26% | 14.36% |
FMAGX Fidelity Magellan Fund | -5.82% | 7.99% | 30.30% | 24.49% | -18.52% | 28.28% | 24.57% | 26.27% | -0.11% | 15.55% |
Different Trading Currencies
BRIG.L is traded in GBp, while FMAGX is traded in USD. To make them comparable, the FMAGX values have been converted to GBp using the latest available exchange rates.
Returns By Period
In the year-to-date period, BRIG.L achieves a 3.12% return, which is significantly higher than FMAGX's -5.82% return. Over the past 10 years, BRIG.L has underperformed FMAGX with an annualized return of 6.19%, while FMAGX has yielded a comparatively higher 14.42% annualized return.
BRIG.L
- 1D
- 0.45%
- 1M
- -4.72%
- YTD
- 3.12%
- 6M
- 10.67%
- 1Y
- 18.47%
- 3Y*
- 8.81%
- 5Y*
- 9.68%
- 10Y*
- 6.19%
FMAGX
- 1D
- 2.97%
- 1M
- -5.22%
- YTD
- -5.82%
- 6M
- -8.34%
- 1Y
- 10.70%
- 3Y*
- 15.74%
- 5Y*
- 11.31%
- 10Y*
- 14.42%
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Return for Risk
BRIG.L vs. FMAGX — Risk / Return Rank
BRIG.L
FMAGX
BRIG.L vs. FMAGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Income and Growth Investment Trust plc (BRIG.L) and Fidelity Magellan Fund (FMAGX). 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.
| BRIG.L | FMAGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.05 | 0.55 | +0.50 |
Sortino ratioReturn per unit of downside risk | 1.64 | 0.94 | +0.70 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.13 | +0.13 |
Calmar ratioReturn relative to maximum drawdown | 2.40 | 0.84 | +1.56 |
Martin ratioReturn relative to average drawdown | 7.14 | 2.40 | +4.74 |
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
| BRIG.L | FMAGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.05 | 0.55 | +0.50 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.49 | 0.60 | -0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.29 | 0.72 | -0.43 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.24 | 0.54 | -0.29 |
Correlation
The correlation between BRIG.L and FMAGX is 0.10, 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.
Dividends
BRIG.L vs. FMAGX - Dividend Comparison
BRIG.L's dividend yield for the trailing twelve months is around 3.47%, less than FMAGX's 15.04% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BRIG.L BlackRock Income and Growth Investment Trust plc | 3.47% | 3.45% | 3.81% | 3.90% | 3.77% | 3.82% | 4.20% | 3.38% | 3.75% | 3.05% | 3.17% | 3.15% |
FMAGX Fidelity Magellan Fund | 15.04% | 13.90% | 6.12% | 11.72% | 5.02% | 7.01% | 0.30% | 14.93% | 10.83% | 9.64% | 2.92% | 7.60% |
Drawdowns
BRIG.L vs. FMAGX - Drawdown Comparison
The maximum BRIG.L drawdown since its inception was -57.67%, which is greater than FMAGX's maximum drawdown of -47.21%. Use the drawdown chart below to compare losses from any high point for BRIG.L and FMAGX.
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Drawdown Indicators
| BRIG.L | FMAGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.67% | -71.14% | +13.47% |
Max Drawdown (1Y)Largest decline over 1 year | -7.69% | -14.00% | +6.31% |
Max Drawdown (5Y)Largest decline over 5 years | -16.99% | -33.13% | +16.14% |
Max Drawdown (10Y)Largest decline over 10 years | -42.82% | -33.13% | -9.69% |
Current DrawdownCurrent decline from peak | -5.13% | -11.17% | +6.04% |
Average DrawdownAverage peak-to-trough decline | -9.16% | -15.00% | +5.84% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.59% | 3.94% | -1.35% |
Volatility
BRIG.L vs. FMAGX - Volatility Comparison
BlackRock Income and Growth Investment Trust plc (BRIG.L) and Fidelity Magellan Fund (FMAGX) have volatilities of 5.19% and 5.44%, 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.
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Volatility by Period
| BRIG.L | FMAGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.19% | 5.44% | -0.25% |
Volatility (6M)Calculated over the trailing 6-month period | 12.00% | 11.08% | +0.92% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.52% | 20.97% | -3.45% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.86% | 19.07% | +0.79% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.49% | 20.14% | +1.35% |