FMAGX vs. BRIG.L
Compare and contrast key facts about Fidelity Magellan Fund (FMAGX) and BlackRock Income and Growth Investment Trust plc (BRIG.L).
FMAGX is managed by Fidelity. It was launched on May 2, 1963.
Performance
FMAGX vs. BRIG.L - Performance Comparison
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FMAGX vs. BRIG.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FMAGX Fidelity Magellan Fund | -6.76% | 16.27% | 28.06% | 31.04% | -27.18% | 27.08% | 28.34% | 31.26% | -5.70% | 26.49% |
BRIG.L BlackRock Income and Growth Investment Trust plc | 1.96% | 24.64% | 7.85% | 7.12% | -5.98% | 13.32% | -11.27% | 26.91% | -18.17% | 25.24% |
Different Trading Currencies
FMAGX is traded in USD, while BRIG.L is traded in GBp. To make them comparable, the BRIG.L values have been converted to USD using the latest available exchange rates.
Returns By Period
In the year-to-date period, FMAGX achieves a -6.76% return, which is significantly lower than BRIG.L's 1.96% return. Over the past 10 years, FMAGX has outperformed BRIG.L with an annualized return of 13.69%, while BRIG.L has yielded a comparatively lower 5.49% annualized return.
FMAGX
- 1D
- 0.87%
- 1M
- -4.59%
- YTD
- -6.76%
- 6M
- -9.29%
- 1Y
- 13.31%
- 3Y*
- 18.80%
- 5Y*
- 10.51%
- 10Y*
- 13.69%
BRIG.L
- 1D
- 1.11%
- 1M
- -5.43%
- YTD
- 1.96%
- 6M
- 9.26%
- 1Y
- 21.97%
- 3Y*
- 11.60%
- 5Y*
- 8.83%
- 10Y*
- 5.49%
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Return for Risk
FMAGX vs. BRIG.L — Risk / Return Rank
FMAGX
BRIG.L
FMAGX vs. BRIG.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Magellan Fund (FMAGX) and BlackRock Income and Growth Investment Trust plc (BRIG.L). 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.
| FMAGX | BRIG.L | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.69 | 1.12 | -0.43 |
Sortino ratioReturn per unit of downside risk | 1.16 | 1.68 | -0.52 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.23 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.08 | 2.51 | -1.43 |
Martin ratioReturn relative to average drawdown | 3.80 | 7.73 | -3.94 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FMAGX | BRIG.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.69 | 1.12 | -0.43 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.53 | 0.40 | +0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.68 | 0.23 | +0.46 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.09 | +0.46 |
Correlation
The correlation between FMAGX and BRIG.L is 0.17, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
FMAGX vs. BRIG.L - Dividend Comparison
FMAGX's dividend yield for the trailing twelve months is around 14.91%, more than BRIG.L's 3.47% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FMAGX Fidelity Magellan Fund | 14.91% | 13.90% | 6.12% | 11.72% | 5.02% | 7.01% | 0.30% | 14.93% | 10.83% | 9.64% | 2.92% | 7.60% |
BRIG.L BlackRock Income and Growth Investment Trust plc | 3.47% | 3.45% | 3.81% | 3.90% | 3.77% | 3.82% | 4.20% | 3.38% | 3.75% | 3.05% | 3.17% | 3.15% |
Drawdowns
FMAGX vs. BRIG.L - Drawdown Comparison
The maximum FMAGX drawdown since its inception was -71.14%, roughly equal to the maximum BRIG.L drawdown of -71.44%. Use the drawdown chart below to compare losses from any high point for FMAGX and BRIG.L.
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Drawdown Indicators
| FMAGX | BRIG.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -71.14% | -57.67% | -13.47% |
Max Drawdown (1Y)Largest decline over 1 year | -14.00% | -7.69% | -6.31% |
Max Drawdown (5Y)Largest decline over 5 years | -33.13% | -16.99% | -16.14% |
Max Drawdown (10Y)Largest decline over 10 years | -33.13% | -42.82% | +9.69% |
Current DrawdownCurrent decline from peak | -10.40% | -5.13% | -5.27% |
Average DrawdownAverage peak-to-trough decline | -15.00% | -9.16% | -5.84% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.00% | 2.59% | +1.41% |
Volatility
FMAGX vs. BRIG.L - Volatility Comparison
Fidelity Magellan Fund (FMAGX) and BlackRock Income and Growth Investment Trust plc (BRIG.L) have volatilities of 6.29% and 6.07%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FMAGX | BRIG.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.29% | 6.07% | +0.22% |
Volatility (6M)Calculated over the trailing 6-month period | 11.16% | 12.72% | -1.56% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.65% | 19.54% | +1.11% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.05% | 22.11% | -2.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.10% | 24.29% | -4.19% |