DHI vs. FNCMX
Compare and contrast key facts about D.R. Horton, Inc. (DHI) and Fidelity NASDAQ Composite Index Fund (FNCMX).
FNCMX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DHI or FNCMX.
Key characteristics
| DHI | FNCMX | |
|---|---|---|
| YTD Return | -1.90% | 7.83% |
| 1Y Return | 39.67% | 36.45% |
| 3Y Return (Ann) | 14.67% | 6.87% |
| 5Y Return (Ann) | 28.92% | 15.64% |
| 10Y Return (Ann) | 22.21% | 15.78% |
| Sharpe Ratio | 1.23 | 2.21 |
| Daily Std Dev | 29.73% | 16.17% |
| Max Drawdown | -88.85% | -55.08% |
| Current Drawdown | -9.58% | -1.73% |
Correlation
The correlation between DHI and FNCMX is 0.53, 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
DHI vs. FNCMX - Performance Comparison
In the year-to-date period, DHI achieves a -1.90% return, which is significantly lower than FNCMX's 7.83% return. Over the past 10 years, DHI has outperformed FNCMX with an annualized return of 22.21%, while FNCMX has yielded a comparatively lower 15.78% annualized return. 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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Risk-Adjusted Performance
DHI vs. FNCMX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for D.R. Horton, Inc. (DHI) and Fidelity NASDAQ Composite Index Fund (FNCMX). 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
DHI vs. FNCMX - Dividend Comparison
DHI's dividend yield for the trailing twelve months is around 0.77%, more than FNCMX's 0.62% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DHI D.R. Horton, Inc. | 0.77% | 0.69% | 1.04% | 0.76% | 1.05% | 1.18% | 1.51% | 0.83% | 1.24% | 0.84% | 0.79% | 0.00% |
FNCMX Fidelity NASDAQ Composite Index Fund | 0.62% | 0.67% | 0.88% | 0.47% | 0.67% | 4.41% | 1.93% | 0.73% | 1.01% | 0.89% | 1.24% | 1.61% |
Drawdowns
DHI vs. FNCMX - Drawdown Comparison
The maximum DHI drawdown since its inception was -88.85%, which is greater than FNCMX's maximum drawdown of -55.08%. Use the drawdown chart below to compare losses from any high point for DHI and FNCMX. For additional features, visit the drawdowns tool.
Volatility
DHI vs. FNCMX - Volatility Comparison
D.R. Horton, Inc. (DHI) has a higher volatility of 9.98% compared to Fidelity NASDAQ Composite Index Fund (FNCMX) at 6.12%. This indicates that DHI's price experiences larger fluctuations and is considered to be riskier than FNCMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.