FBGRX vs. DXSLX
Compare and contrast key facts about Fidelity Blue Chip Growth Fund (FBGRX) and Direxion Monthly S&P 500 Bull 1.75X Fund (DXSLX).
FBGRX is managed by Fidelity. It was launched on Dec 31, 1987. DXSLX is a passively managed fund by Direxion that tracks the performance of the . It was launched on May 1, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FBGRX or DXSLX.
Correlation
The correlation between FBGRX and DXSLX 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
FBGRX vs. DXSLX - Performance Comparison
Key characteristics
FBGRX:
1.72
DXSLX:
1.29
FBGRX:
2.28
DXSLX:
1.68
FBGRX:
1.32
DXSLX:
1.25
FBGRX:
2.27
DXSLX:
1.59
FBGRX:
7.14
DXSLX:
7.63
FBGRX:
4.89%
DXSLX:
4.04%
FBGRX:
20.30%
DXSLX:
23.80%
FBGRX:
-57.42%
DXSLX:
-89.55%
FBGRX:
-3.25%
DXSLX:
-13.01%
Returns By Period
In the year-to-date period, FBGRX achieves a 33.41% return, which is significantly higher than DXSLX's 27.64% return. Both investments have delivered pretty close results over the past 10 years, with FBGRX having a 13.60% annualized return and DXSLX not far ahead at 14.08%.
FBGRX
33.41%
3.54%
5.42%
33.38%
16.59%
13.60%
DXSLX
27.64%
-8.78%
3.04%
28.58%
15.70%
14.08%
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FBGRX vs. DXSLX - Expense Ratio Comparison
FBGRX has a 0.79% expense ratio, which is lower than DXSLX's 1.35% expense ratio.
Risk-Adjusted Performance
FBGRX vs. DXSLX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Blue Chip Growth Fund (FBGRX) and Direxion Monthly S&P 500 Bull 1.75X Fund (DXSLX). 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
FBGRX vs. DXSLX - Dividend Comparison
FBGRX's dividend yield for the trailing twelve months is around 0.19%, less than DXSLX's 0.51% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FBGRX Fidelity Blue Chip Growth Fund | 0.19% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.12% | 0.09% | 0.22% | 5.07% | 6.08% | 7.80% |
DXSLX Direxion Monthly S&P 500 Bull 1.75X Fund | 0.51% | 0.00% | 0.00% | 0.00% | 0.69% | 0.00% | 0.01% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FBGRX vs. DXSLX - Drawdown Comparison
The maximum FBGRX drawdown since its inception was -57.42%, smaller than the maximum DXSLX drawdown of -89.55%. Use the drawdown chart below to compare losses from any high point for FBGRX and DXSLX. For additional features, visit the drawdowns tool.
Volatility
FBGRX vs. DXSLX - Volatility Comparison
The current volatility for Fidelity Blue Chip Growth Fund (FBGRX) is 5.35%, while Direxion Monthly S&P 500 Bull 1.75X Fund (DXSLX) has a volatility of 11.73%. This indicates that FBGRX experiences smaller price fluctuations and is considered to be less risky than DXSLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.