CFR vs. FXAIX
Compare and contrast key facts about Cullen/Frost Bankers, Inc. (CFR) and Fidelity 500 Index Fund (FXAIX).
FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CFR or FXAIX.
Correlation
The correlation between CFR and FXAIX is 0.57, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
CFR vs. FXAIX - Performance Comparison
Key characteristics
CFR:
1.12
FXAIX:
1.47
CFR:
1.81
FXAIX:
1.99
CFR:
1.22
FXAIX:
1.27
CFR:
0.86
FXAIX:
2.21
CFR:
4.21
FXAIX:
9.07
CFR:
7.44%
FXAIX:
2.06%
CFR:
27.97%
FXAIX:
12.75%
CFR:
-56.86%
FXAIX:
-33.79%
CFR:
-7.34%
FXAIX:
-3.06%
Returns By Period
In the year-to-date period, CFR achieves a 1.80% return, which is significantly higher than FXAIX's 1.43% return. Over the past 10 years, CFR has underperformed FXAIX with an annualized return of 10.40%, while FXAIX has yielded a comparatively higher 12.81% annualized return.
CFR
1.80%
-1.92%
25.32%
31.38%
13.84%
10.40%
FXAIX
1.43%
-2.28%
6.54%
19.06%
16.73%
12.81%
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Risk-Adjusted Performance
CFR vs. FXAIX — Risk-Adjusted Performance Rank
CFR
FXAIX
CFR vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Cullen/Frost Bankers, Inc. (CFR) 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
CFR vs. FXAIX - Dividend Comparison
CFR's dividend yield for the trailing twelve months is around 2.74%, more than FXAIX's 1.23% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CFR Cullen/Frost Bankers, Inc. | 2.74% | 2.79% | 3.30% | 2.42% | 2.33% | 3.27% | 2.86% | 2.93% | 2.38% | 2.44% | 3.50% | 2.87% |
FXAIX Fidelity 500 Index Fund | 1.23% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 1.95% | 2.07% | 1.81% | 2.01% | 2.56% | 2.63% |
Drawdowns
CFR vs. FXAIX - Drawdown Comparison
The maximum CFR drawdown since its inception was -56.86%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for CFR and FXAIX. For additional features, visit the drawdowns tool.
Volatility
CFR vs. FXAIX - Volatility Comparison
Cullen/Frost Bankers, Inc. (CFR) has a higher volatility of 6.42% compared to Fidelity 500 Index Fund (FXAIX) at 3.41%. This indicates that CFR'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.