DFESX vs. FBGRX
Compare and contrast key facts about DFA Investment Dimensions Group Inc - Emerging Markets Social Core Equity Portfolio (DFESX) and Fidelity Blue Chip Growth Fund (FBGRX).
DFESX is managed by T. Rowe Price. It was launched on Aug 30, 2006. FBGRX is managed by Fidelity. It was launched on Dec 31, 1987.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DFESX or FBGRX.
Correlation
The correlation between DFESX and FBGRX is 0.72, 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
DFESX vs. FBGRX - Performance Comparison
Key characteristics
DFESX:
0.49
FBGRX:
0.11
DFESX:
0.76
FBGRX:
0.35
DFESX:
1.10
FBGRX:
1.05
DFESX:
0.46
FBGRX:
0.12
DFESX:
1.38
FBGRX:
0.37
DFESX:
5.44%
FBGRX:
8.58%
DFESX:
15.28%
FBGRX:
28.41%
DFESX:
-68.20%
FBGRX:
-57.42%
DFESX:
-6.89%
FBGRX:
-16.56%
Returns By Period
In the year-to-date period, DFESX achieves a 1.43% return, which is significantly higher than FBGRX's -12.46% return. Over the past 10 years, DFESX has underperformed FBGRX with an annualized return of 3.61%, while FBGRX has yielded a comparatively higher 11.25% annualized return.
DFESX
1.43%
-2.14%
-2.58%
6.72%
9.53%
3.61%
FBGRX
-12.46%
-3.25%
-7.93%
4.21%
13.63%
11.25%
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DFESX vs. FBGRX - Expense Ratio Comparison
DFESX has a 0.45% expense ratio, which is lower than FBGRX's 0.79% expense ratio.
Risk-Adjusted Performance
DFESX vs. FBGRX — Risk-Adjusted Performance Rank
DFESX
FBGRX
DFESX vs. FBGRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for DFA Investment Dimensions Group Inc - Emerging Markets Social Core Equity Portfolio (DFESX) and Fidelity Blue Chip Growth Fund (FBGRX). 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
DFESX vs. FBGRX - Dividend Comparison
DFESX's dividend yield for the trailing twelve months is around 3.17%, more than FBGRX's 0.27% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DFESX DFA Investment Dimensions Group Inc - Emerging Markets Social Core Equity Portfolio | 3.17% | 3.15% | 3.23% | 3.17% | 2.37% | 1.64% | 2.33% | 2.37% | 2.04% | 2.05% | 2.17% | 2.05% |
FBGRX Fidelity Blue Chip Growth Fund | 0.27% | 0.23% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.12% | 0.09% | 0.22% | 5.07% | 6.08% |
Drawdowns
DFESX vs. FBGRX - Drawdown Comparison
The maximum DFESX drawdown since its inception was -68.20%, which is greater than FBGRX's maximum drawdown of -57.42%. Use the drawdown chart below to compare losses from any high point for DFESX and FBGRX. For additional features, visit the drawdowns tool.
Volatility
DFESX vs. FBGRX - Volatility Comparison
The current volatility for DFA Investment Dimensions Group Inc - Emerging Markets Social Core Equity Portfolio (DFESX) is 8.65%, while Fidelity Blue Chip Growth Fund (FBGRX) has a volatility of 18.29%. This indicates that DFESX experiences smaller price fluctuations and is considered to be less risky than FBGRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.