BSCMX vs. FGRIX

In the year-to-date period, BSCMX achieves a -4.06% return, which is significantly lower than FGRIX's 0.84% return.

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BSCMX has a 0.91% expense ratio, which is higher than FGRIX's 0.57% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Brandes Small Cap Value Fund (BSCMX) and Fidelity Growth & Income Portfolio (FGRIX). 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.

The current BSCMX Sharpe Ratio is 0.25, which is comparable to the FGRIX Sharpe Ratio of 0.27. The chart below compares the historical Sharpe Ratios of BSCMX and FGRIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

BSCMX's dividend yield for the trailing twelve months is around 0.40%, less than FGRIX's 1.40% yield.

The maximum BSCMX drawdown since its inception was -42.71%, smaller than the maximum FGRIX drawdown of -66.71%. Use the drawdown chart below to compare losses from any high point for BSCMX and FGRIX. For additional features, visit the drawdowns tool.

Brandes Small Cap Value Fund (BSCMX) has a higher volatility of 6.83% compared to Fidelity Growth & Income Portfolio (FGRIX) at 5.93%. This indicates that BSCMX's price experiences larger fluctuations and is considered to be riskier than FGRIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.