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.
Key characteristics
| FBGRX | DXSLX | |
|---|---|---|
| YTD Return | 18.94% | 17.08% |
| 1Y Return | 49.29% | 45.27% |
| 3Y Return (Ann) | 10.65% | 10.37% |
| 5Y Return (Ann) | 20.86% | 21.42% |
| 10Y Return (Ann) | 17.78% | 19.44% |
| Sharpe Ratio | 2.88 | 2.38 |
| Daily Std Dev | 18.00% | 20.32% |
| Max Drawdown | -57.42% | -89.91% |
| Current Drawdown | -0.41% | -0.36% |
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
In the year-to-date period, FBGRX achieves a 18.94% return, which is significantly higher than DXSLX's 17.08% return. Over the past 10 years, FBGRX has underperformed DXSLX with an annualized return of 17.78%, while DXSLX has yielded a comparatively higher 19.44% 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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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 0.78%, more than DXSLX's 0.56% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FBGRX Fidelity Blue Chip Growth Fund | 0.78% | 0.93% | 0.57% | 8.73% | 6.40% | 3.70% | 6.32% | 4.28% | 4.05% | 5.07% | 6.08% | 7.80% |
DXSLX Direxion Monthly S&P 500 Bull 1.75X Fund | 0.56% | 0.00% | 0.00% | 7.89% | 2.42% | 4.41% | 7.21% | 6.99% | 0.00% | 5.14% | 4.06% | 5.23% |
Drawdowns
FBGRX vs. DXSLX - Drawdown Comparison
The maximum FBGRX drawdown since its inception was -57.42%, smaller than the maximum DXSLX drawdown of -89.91%. 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
Fidelity Blue Chip Growth Fund (FBGRX) and Direxion Monthly S&P 500 Bull 1.75X Fund (DXSLX) have volatilities of 6.11% and 6.03%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.