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:
1.16
DXSLX:
0.98
FBGRX:
1.62
DXSLX:
1.34
FBGRX:
1.22
DXSLX:
1.20
FBGRX:
1.61
DXSLX:
1.50
FBGRX:
4.85
DXSLX:
3.94
FBGRX:
4.98%
DXSLX:
6.04%
FBGRX:
20.80%
DXSLX:
24.19%
FBGRX:
-57.42%
DXSLX:
-89.55%
FBGRX:
-1.53%
DXSLX:
-8.75%
Returns By Period
In the year-to-date period, FBGRX achieves a 3.31% return, which is significantly lower than DXSLX's 6.53% return. Over the past 10 years, FBGRX has underperformed DXSLX with an annualized return of 13.23%, while DXSLX has yielded a comparatively higher 14.34% annualized return.
FBGRX
3.31%
0.66%
9.19%
26.32%
14.92%
13.23%
DXSLX
6.53%
1.72%
5.18%
24.83%
15.22%
14.34%
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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.
Dividends
FBGRX vs. DXSLX - Dividend Comparison
FBGRX's dividend yield for the trailing twelve months is around 0.23%, less than DXSLX's 1.72% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FBGRX Fidelity Blue Chip Growth Fund | 0.23% | 0.23% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.12% | 0.09% | 0.22% | 5.07% | 6.08% |
DXSLX Direxion Monthly S&P 500 Bull 1.75X Fund | 1.72% | 0.52% | 0.00% | 0.00% | 0.00% | 0.69% | 0.00% | 0.01% | 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
Fidelity Blue Chip Growth Fund (FBGRX) has a higher volatility of 6.27% compared to Direxion Monthly S&P 500 Bull 1.75X Fund (DXSLX) at 5.16%. This indicates that FBGRX's price experiences larger fluctuations and is considered to be riskier than DXSLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.