BSGLX vs. FXAIX
Compare and contrast key facts about Baillie Gifford Long Term Global Growth Fund Class I (BSGLX) and Fidelity 500 Index Fund (FXAIX).
BSGLX is managed by Baillie Gifford Funds. FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BSGLX or FXAIX.
Key characteristics
| BSGLX | FXAIX | |
|---|---|---|
| YTD Return | 25.98% | 26.20% |
| 1Y Return | 38.22% | 33.96% |
| 3Y Return (Ann) | -9.19% | 10.01% |
| 5Y Return (Ann) | 11.91% | 15.63% |
| Sharpe Ratio | 1.97 | 2.81 |
| Sortino Ratio | 2.65 | 3.75 |
| Omega Ratio | 1.34 | 1.53 |
| Calmar Ratio | 0.83 | 4.05 |
| Martin Ratio | 10.71 | 18.33 |
| Ulcer Index | 3.66% | 1.87% |
| Daily Std Dev | 19.89% | 12.16% |
| Max Drawdown | -58.76% | -33.79% |
| Current Drawdown | -26.53% | -0.85% |
Correlation
The correlation between BSGLX and FXAIX is 0.75, 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.
Performance
BSGLX vs. FXAIX - Performance Comparison
The year-to-date returns for both investments are quite close, with BSGLX having a 25.98% return and FXAIX slightly higher at 26.20%. 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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BSGLX vs. FXAIX - Expense Ratio Comparison
BSGLX has a 0.80% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Risk-Adjusted Performance
BSGLX vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Baillie Gifford Long Term Global Growth Fund Class I (BSGLX) and Fidelity 500 Index Fund (FXAIX). 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
BSGLX vs. FXAIX - Dividend Comparison
BSGLX has not paid dividends to shareholders, while FXAIX's dividend yield for the trailing twelve months is around 1.22%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BSGLX Baillie Gifford Long Term Global Growth Fund Class I | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FXAIX Fidelity 500 Index Fund | 1.22% | 1.45% | 1.69% | 1.22% | 1.60% | 1.95% | 2.07% | 1.81% | 2.01% | 2.56% | 2.63% | 1.84% |
Drawdowns
BSGLX vs. FXAIX - Drawdown Comparison
The maximum BSGLX drawdown since its inception was -58.76%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for BSGLX and FXAIX. For additional features, visit the drawdowns tool.
Volatility
BSGLX vs. FXAIX - Volatility Comparison
Baillie Gifford Long Term Global Growth Fund Class I (BSGLX) has a higher volatility of 5.29% compared to Fidelity 500 Index Fund (FXAIX) at 3.80%. This indicates that BSGLX's price experiences larger fluctuations and is considered to be riskier than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.