Correlation
The correlation between FBGRX and DXSLX is 0.92, 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.
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.
Performance
FBGRX vs. DXSLX - Performance Comparison
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Key characteristics
FBGRX:
0.42
DXSLX:
0.50
FBGRX:
0.68
DXSLX:
0.85
FBGRX:
1.09
DXSLX:
1.12
FBGRX:
0.37
DXSLX:
0.48
FBGRX:
1.13
DXSLX:
1.73
FBGRX:
8.83%
DXSLX:
8.79%
FBGRX:
28.42%
DXSLX:
35.77%
FBGRX:
-58.02%
DXSLX:
-89.91%
FBGRX:
-8.03%
DXSLX:
-7.92%
Returns By Period
In the year-to-date period, FBGRX achieves a -3.61% return, which is significantly lower than DXSLX's -1.19% return. Over the past 10 years, FBGRX has underperformed DXSLX with an annualized return of 16.86%, while DXSLX has yielded a comparatively higher 18.30% annualized return.
FBGRX
-3.61%
10.21%
-2.33%
11.83%
21.83%
18.42%
16.86%
DXSLX
-1.19%
10.43%
-5.84%
17.90%
17.17%
23.22%
18.30%
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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 Rank
FBGRX
DXSLX
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.
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Dividends
FBGRX vs. DXSLX - Dividend Comparison
FBGRX's dividend yield for the trailing twelve months is around 6.17%, less than DXSLX's 12.21% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FBGRX Fidelity Blue Chip Growth Fund | 6.17% | 5.95% | 0.93% | 0.57% | 8.73% | 6.40% | 3.70% | 6.32% | 4.28% | 4.05% | 5.30% | 5.96% |
DXSLX Direxion Monthly S&P 500 Bull 1.75X Fund | 12.21% | 10.57% | 0.00% | 0.00% | 7.89% | 2.42% | 4.40% | 7.21% | 6.99% | 0.00% | 5.14% | 4.06% |
Drawdowns
FBGRX vs. DXSLX - Drawdown Comparison
The maximum FBGRX drawdown since its inception was -58.02%, 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.
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Volatility
FBGRX vs. DXSLX - Volatility Comparison
The current volatility for Fidelity Blue Chip Growth Fund (FBGRX) is 6.52%, while Direxion Monthly S&P 500 Bull 1.75X Fund (DXSLX) has a volatility of 8.16%. 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.
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