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 | 36.44% | 41.23% |
| 1Y Return | 45.26% | 55.21% |
| 3Y Return (Ann) | 6.93% | 5.85% |
| 5Y Return (Ann) | 18.22% | 19.58% |
| 10Y Return (Ann) | 14.09% | 15.22% |
| Sharpe Ratio | 2.35 | 2.62 |
| Sortino Ratio | 3.07 | 3.27 |
| Omega Ratio | 1.43 | 1.46 |
| Calmar Ratio | 2.53 | 2.29 |
| Martin Ratio | 11.40 | 16.31 |
| Ulcer Index | 3.97% | 3.41% |
| Daily Std Dev | 19.21% | 21.26% |
| Max Drawdown | -57.42% | -89.55% |
| Current Drawdown | -0.89% | -1.50% |
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 36.44% return, which is significantly lower than DXSLX's 41.23% return. Over the past 10 years, FBGRX has underperformed DXSLX with an annualized return of 14.09%, while DXSLX has yielded a comparatively higher 15.22% 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 0.20%, less than DXSLX's 0.46% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FBGRX Fidelity Blue Chip Growth Fund | 0.20% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.12% | 0.09% | 0.22% | 5.07% | 6.08% | 7.80% |
DXSLX Direxion Monthly S&P 500 Bull 1.75X Fund | 0.46% | 0.00% | 0.00% | 0.00% | 0.69% | 0.00% | 0.01% | 0.00% | 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 5.28%, while Direxion Monthly S&P 500 Bull 1.75X Fund (DXSLX) has a volatility of 6.58%. 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.