BSGSX vs. FSMAX
Compare and contrast key facts about Baird Small/Mid Cap Growth Fund (BSGSX) and Fidelity Extended Market Index Fund (FSMAX).
BSGSX is managed by Baird. It was launched on Oct 31, 2018. FSMAX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BSGSX or FSMAX.
Correlation
The correlation between BSGSX and FSMAX is 0.93, 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
BSGSX vs. FSMAX - Performance Comparison
Key characteristics
BSGSX:
0.35
FSMAX:
0.92
BSGSX:
0.59
FSMAX:
1.35
BSGSX:
1.07
FSMAX:
1.17
BSGSX:
0.18
FSMAX:
0.95
BSGSX:
1.43
FSMAX:
4.34
BSGSX:
4.06%
FSMAX:
3.75%
BSGSX:
16.62%
FSMAX:
17.76%
BSGSX:
-38.65%
FSMAX:
-41.67%
BSGSX:
-23.35%
FSMAX:
-7.65%
Returns By Period
In the year-to-date period, BSGSX achieves a -2.13% return, which is significantly lower than FSMAX's 0.34% return.
BSGSX
-2.13%
-7.74%
5.27%
5.27%
5.34%
N/A
FSMAX
0.34%
-4.86%
6.72%
15.39%
7.20%
6.13%
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BSGSX vs. FSMAX - Expense Ratio Comparison
BSGSX has a 1.10% expense ratio, which is higher than FSMAX's 0.04% expense ratio.
Risk-Adjusted Performance
BSGSX vs. FSMAX — Risk-Adjusted Performance Rank
BSGSX
FSMAX
BSGSX vs. FSMAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Baird Small/Mid Cap Growth Fund (BSGSX) and Fidelity Extended Market Index Fund (FSMAX). 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
BSGSX vs. FSMAX - Dividend Comparison
BSGSX has not paid dividends to shareholders, while FSMAX's dividend yield for the trailing twelve months is around 0.48%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BSGSX Baird Small/Mid Cap Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 1.92% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FSMAX Fidelity Extended Market Index Fund | 0.48% | 0.48% | 1.17% | 1.38% | 0.99% | 0.93% | 1.41% | 1.69% | 1.30% | 1.38% | 2.99% | 5.43% |
Drawdowns
BSGSX vs. FSMAX - Drawdown Comparison
The maximum BSGSX drawdown since its inception was -38.65%, smaller than the maximum FSMAX drawdown of -41.67%. Use the drawdown chart below to compare losses from any high point for BSGSX and FSMAX. For additional features, visit the drawdowns tool.
Volatility
BSGSX vs. FSMAX - Volatility Comparison
Baird Small/Mid Cap Growth Fund (BSGSX) has a higher volatility of 5.35% compared to Fidelity Extended Market Index Fund (FSMAX) at 4.77%. This indicates that BSGSX's price experiences larger fluctuations and is considered to be riskier than FSMAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.