CHASX vs. FXAIX
Compare and contrast key facts about Chase Growth Fund (CHASX) and Fidelity 500 Index Fund (FXAIX).
CHASX is managed by Chase. It was launched on Dec 2, 1997. FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CHASX or FXAIX.
Correlation
The correlation between CHASX and FXAIX is 0.91, 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
CHASX vs. FXAIX - Performance Comparison
Key characteristics
CHASX:
0.34
FXAIX:
1.87
CHASX:
0.52
FXAIX:
2.52
CHASX:
1.11
FXAIX:
1.34
CHASX:
0.19
FXAIX:
2.83
CHASX:
0.96
FXAIX:
11.72
CHASX:
8.24%
FXAIX:
2.04%
CHASX:
23.41%
FXAIX:
12.76%
CHASX:
-60.43%
FXAIX:
-33.79%
CHASX:
-35.97%
FXAIX:
-0.42%
Returns By Period
In the year-to-date period, CHASX achieves a 3.15% return, which is significantly lower than FXAIX's 4.19% return. Over the past 10 years, CHASX has underperformed FXAIX with an annualized return of 0.70%, while FXAIX has yielded a comparatively higher 13.09% annualized return.
CHASX
3.15%
-1.67%
-5.45%
9.27%
2.82%
0.70%
FXAIX
4.19%
1.25%
10.54%
24.46%
14.70%
13.09%
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CHASX vs. FXAIX - Expense Ratio Comparison
CHASX has a 1.14% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Risk-Adjusted Performance
CHASX vs. FXAIX — Risk-Adjusted Performance Rank
CHASX
FXAIX
CHASX vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Chase Growth Fund (CHASX) 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
CHASX vs. FXAIX - Dividend Comparison
CHASX has not paid dividends to shareholders, while FXAIX's dividend yield for the trailing twelve months is around 1.20%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CHASX Chase Growth Fund | 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 | 1.20% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 1.95% | 2.07% | 1.81% | 2.01% | 2.56% | 2.63% |
Drawdowns
CHASX vs. FXAIX - Drawdown Comparison
The maximum CHASX drawdown since its inception was -60.43%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for CHASX and FXAIX. For additional features, visit the drawdowns tool.
Volatility
CHASX vs. FXAIX - Volatility Comparison
Chase Growth Fund (CHASX) has a higher volatility of 5.21% compared to Fidelity 500 Index Fund (FXAIX) at 3.00%. This indicates that CHASX'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.