DXSLX vs. FBGRX
Compare and contrast key facts about Direxion Monthly S&P 500 Bull 1.75X Fund (DXSLX) and Fidelity Blue Chip Growth Fund (FBGRX).
DXSLX is a passively managed fund by Direxion that tracks the performance of the S&P 500 Index. It was launched on May 1, 2006. FBGRX is managed by Fidelity. It was launched on Dec 31, 1987.
Performance
DXSLX vs. FBGRX - Performance Comparison
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DXSLX vs. FBGRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DXSLX Direxion Monthly S&P 500 Bull 1.75X Fund | -8.90% | 25.05% | 37.66% | 39.91% | -37.35% | 59.07% | 27.52% | 61.52% | -14.82% | 98.50% |
FBGRX Fidelity Blue Chip Growth Fund | -7.12% | 19.91% | 39.77% | 55.61% | -38.45% | 22.64% | 62.20% | 33.43% | 1.02% | 36.01% |
Returns By Period
In the year-to-date period, DXSLX achieves a -8.90% return, which is significantly lower than FBGRX's -7.12% return. Over the past 10 years, DXSLX has outperformed FBGRX with an annualized return of 24.53%, while FBGRX has yielded a comparatively lower 19.08% annualized return.
DXSLX
- 1D
- 5.41%
- 1M
- -9.20%
- YTD
- -8.90%
- 6M
- -6.42%
- 1Y
- 24.35%
- 3Y*
- 25.29%
- 5Y*
- 13.86%
- 10Y*
- 24.53%
FBGRX
- 1D
- 4.54%
- 1M
- -5.07%
- YTD
- -7.12%
- 6M
- -4.04%
- 1Y
- 26.78%
- 3Y*
- 26.54%
- 5Y*
- 11.74%
- 10Y*
- 19.08%
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DXSLX vs. FBGRX - Expense Ratio Comparison
DXSLX has a 1.35% expense ratio, which is higher than FBGRX's 0.79% expense ratio.
Return for Risk
DXSLX vs. FBGRX — Risk / Return Rank
DXSLX
FBGRX
DXSLX vs. FBGRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Direxion Monthly S&P 500 Bull 1.75X Fund (DXSLX) 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.
| DXSLX | FBGRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.77 | 1.13 | -0.36 |
Sortino ratioReturn per unit of downside risk | 1.35 | 1.73 | -0.38 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.25 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.25 | 2.00 | -0.75 |
Martin ratioReturn relative to average drawdown | 5.87 | 7.92 | -2.04 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| DXSLX | FBGRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.77 | 1.13 | -0.36 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.44 | 0.47 | -0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.64 | 0.81 | -0.17 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.65 | -0.20 |
Correlation
The correlation between DXSLX and FBGRX 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.
Dividends
DXSLX vs. FBGRX - Dividend Comparison
DXSLX's dividend yield for the trailing twelve months is around 8.37%, more than FBGRX's 2.05% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DXSLX Direxion Monthly S&P 500 Bull 1.75X Fund | 8.37% | 7.93% | 10.57% | 0.00% | 0.00% | 7.89% | 2.42% | 4.41% | 7.21% | 34.95% | 0.00% | 25.71% |
FBGRX Fidelity Blue Chip Growth Fund | 2.05% | 1.90% | 5.95% | 0.93% | 0.57% | 8.73% | 6.40% | 3.70% | 6.32% | 4.23% | 4.05% | 5.30% |
Drawdowns
DXSLX vs. FBGRX - Drawdown Comparison
The maximum DXSLX drawdown since its inception was -91.80%, which is greater than FBGRX's maximum drawdown of -58.64%. Use the drawdown chart below to compare losses from any high point for DXSLX and FBGRX.
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Drawdown Indicators
| DXSLX | FBGRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -91.80% | -58.64% | -33.16% |
Max Drawdown (1Y)Largest decline over 1 year | -21.12% | -13.89% | -7.23% |
Max Drawdown (5Y)Largest decline over 5 years | -44.67% | -43.08% | -1.59% |
Max Drawdown (10Y)Largest decline over 10 years | -61.09% | -43.08% | -18.01% |
Current DrawdownCurrent decline from peak | -11.78% | -8.68% | -3.10% |
Average DrawdownAverage peak-to-trough decline | -21.72% | -12.58% | -9.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.51% | 3.51% | +1.00% |
Volatility
DXSLX vs. FBGRX - Volatility Comparison
Direxion Monthly S&P 500 Bull 1.75X Fund (DXSLX) has a higher volatility of 9.70% compared to Fidelity Blue Chip Growth Fund (FBGRX) at 7.83%. This indicates that DXSLX's price experiences larger fluctuations and is considered to be riskier than FBGRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DXSLX | FBGRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.70% | 7.83% | +1.87% |
Volatility (6M)Calculated over the trailing 6-month period | 16.90% | 14.08% | +2.82% |
Volatility (1Y)Calculated over the trailing 1-year period | 32.63% | 24.98% | +7.65% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 31.40% | 24.93% | +6.47% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 38.60% | 23.63% | +14.97% |