FBPBX vs. FXAIX
Compare and contrast key facts about Cantor FBP Appreciation & Income Opportunities Fund (FBPBX) and Fidelity 500 Index Fund (FXAIX).
FBPBX is managed by Flippin, Bruce & Porter Funds. It was launched on Jul 2, 1989. FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FBPBX or FXAIX.
Correlation
The correlation between FBPBX and FXAIX is 0.83, 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
FBPBX vs. FXAIX - Performance Comparison
Key characteristics
Returns By Period
FBPBX
N/A
N/A
N/A
N/A
N/A
N/A
FXAIX
4.38%
2.32%
10.23%
24.10%
14.52%
13.11%
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FBPBX vs. FXAIX - Expense Ratio Comparison
FBPBX has a 1.05% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Risk-Adjusted Performance
FBPBX vs. FXAIX — Risk-Adjusted Performance Rank
FBPBX
FXAIX
FBPBX vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Cantor FBP Appreciation & Income Opportunities Fund (FBPBX) 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
FBPBX vs. FXAIX - Dividend Comparison
FBPBX has not paid dividends to shareholders, while FXAIX's dividend yield for the trailing twelve months is around 1.19%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FBPBX Cantor FBP Appreciation & Income Opportunities Fund | 0.00% | 0.00% | 1.44% | 8.77% | 3.60% | 1.26% | 4.86% | 3.18% | 5.05% | 1.34% | 5.57% | 3.63% |
FXAIX Fidelity 500 Index Fund | 1.19% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 1.95% | 2.07% | 1.81% | 2.01% | 2.56% | 2.63% |
Drawdowns
FBPBX vs. FXAIX - Drawdown Comparison
Volatility
FBPBX vs. FXAIX - Volatility Comparison
The current volatility for Cantor FBP Appreciation & Income Opportunities Fund (FBPBX) is 0.00%, while Fidelity 500 Index Fund (FXAIX) has a volatility of 3.19%. This indicates that FBPBX experiences smaller price fluctuations and is considered to be less risky than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.