FBK vs. FXAIX
Compare and contrast key facts about FB Financial Corporation (FBK) and Fidelity 500 Index Fund (FXAIX).
FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FBK or FXAIX.
Correlation
The correlation between FBK and FXAIX is 0.46, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
FBK vs. FXAIX - Performance Comparison
Key characteristics
FBK:
1.23
FXAIX:
1.97
FBK:
2.15
FXAIX:
2.65
FBK:
1.24
FXAIX:
1.36
FBK:
1.56
FXAIX:
3.01
FBK:
7.32
FXAIX:
12.49
FBK:
5.72%
FXAIX:
2.04%
FBK:
34.22%
FXAIX:
12.85%
FBK:
-65.24%
FXAIX:
-33.79%
FBK:
-9.96%
FXAIX:
-2.00%
Returns By Period
In the year-to-date period, FBK achieves a 0.91% return, which is significantly lower than FXAIX's 2.01% return.
FBK
0.91%
1.05%
22.28%
43.61%
8.51%
N/A
FXAIX
2.01%
0.95%
16.36%
22.55%
14.28%
13.35%
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Risk-Adjusted Performance
FBK vs. FXAIX — Risk-Adjusted Performance Rank
FBK
FXAIX
FBK vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for FB Financial Corporation (FBK) and Fidelity 500 Index Fund (FXAIX). 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
FBK vs. FXAIX - Dividend Comparison
FBK's dividend yield for the trailing twelve months is around 1.31%, more than FXAIX's 1.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FBK FB Financial Corporation | 1.31% | 1.32% | 1.51% | 1.44% | 1.00% | 1.04% | 0.81% | 0.57% | 0.00% | 0.00% | 0.00% | 0.00% |
FXAIX Fidelity 500 Index Fund | 1.22% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 1.95% | 2.07% | 1.81% | 2.01% | 4.15% | 3.95% |
Drawdowns
FBK vs. FXAIX - Drawdown Comparison
The maximum FBK drawdown since its inception was -65.24%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for FBK and FXAIX. For additional features, visit the drawdowns tool.
Volatility
FBK vs. FXAIX - Volatility Comparison
FB Financial Corporation (FBK) has a higher volatility of 7.18% compared to Fidelity 500 Index Fund (FXAIX) at 4.05%. This indicates that FBK's price experiences larger fluctuations and is considered to be riskier than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.