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:
-0.18
DXSLX:
-0.17
FBGRX:
-0.07
DXSLX:
0.00
FBGRX:
0.99
DXSLX:
1.00
FBGRX:
-0.19
DXSLX:
-0.16
FBGRX:
-0.63
DXSLX:
-0.56
FBGRX:
8.08%
DXSLX:
10.76%
FBGRX:
28.04%
DXSLX:
35.63%
FBGRX:
-57.42%
DXSLX:
-89.55%
FBGRX:
-22.47%
DXSLX:
-30.24%
Returns By Period
The year-to-date returns for both investments are quite close, with FBGRX having a -18.66% return and DXSLX slightly higher at -18.55%. Over the past 10 years, FBGRX has underperformed DXSLX with an annualized return of 10.39%, while DXSLX has yielded a comparatively higher 11.43% annualized return.
FBGRX
-18.66%
-9.34%
-14.52%
-3.85%
12.06%
10.39%
DXSLX
-18.55%
-12.49%
-25.98%
-4.65%
16.81%
11.43%
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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 0.29%, less than DXSLX's 2.25% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FBGRX Fidelity Blue Chip Growth Fund | 0.29% | 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 | 2.25% | 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
The current volatility for Fidelity Blue Chip Growth Fund (FBGRX) is 17.64%, while Direxion Monthly S&P 500 Bull 1.75X Fund (DXSLX) has a volatility of 25.01%. 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.