FMAGX vs. BRK-B
Compare and contrast key facts about Fidelity Magellan Fund (FMAGX) and Berkshire Hathaway Inc. (BRK-B).
FMAGX is managed by Fidelity. It was launched on May 2, 1963.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FMAGX or BRK-B.
Performance
FMAGX vs. BRK-B - Performance Comparison
Returns By Period
In the year-to-date period, FMAGX achieves a 26.79% return, which is significantly lower than BRK-B's 33.62% return. Over the past 10 years, FMAGX has underperformed BRK-B with an annualized return of 6.65%, while BRK-B has yielded a comparatively higher 12.45% annualized return.
FMAGX
26.79%
2.36%
10.33%
29.94%
7.12%
6.65%
BRK-B
33.62%
3.46%
16.98%
31.72%
16.97%
12.45%
Key characteristics
| FMAGX | BRK-B | |
|---|---|---|
| Sharpe Ratio | 1.88 | 2.21 |
| Sortino Ratio | 2.54 | 3.10 |
| Omega Ratio | 1.35 | 1.40 |
| Calmar Ratio | 1.17 | 4.18 |
| Martin Ratio | 11.56 | 10.90 |
| Ulcer Index | 2.59% | 2.91% |
| Daily Std Dev | 15.95% | 14.36% |
| Max Drawdown | -61.25% | -53.86% |
| Current Drawdown | -1.96% | -0.42% |
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Correlation
The correlation between FMAGX and BRK-B is 0.47, 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.
Risk-Adjusted Performance
FMAGX vs. BRK-B - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Magellan Fund (FMAGX) and Berkshire Hathaway Inc. (BRK-B). 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
FMAGX vs. BRK-B - Dividend Comparison
FMAGX's dividend yield for the trailing twelve months is around 0.29%, while BRK-B has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FMAGX Fidelity Magellan Fund | 0.29% | 0.42% | 0.27% | 0.00% | 0.00% | 0.48% | 0.69% | 0.79% | 0.60% | 8.40% | 13.88% | 7.79% |
BRK-B Berkshire Hathaway Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FMAGX vs. BRK-B - Drawdown Comparison
The maximum FMAGX drawdown since its inception was -61.25%, which is greater than BRK-B's maximum drawdown of -53.86%. Use the drawdown chart below to compare losses from any high point for FMAGX and BRK-B. For additional features, visit the drawdowns tool.
Volatility
FMAGX vs. BRK-B - Volatility Comparison
The current volatility for Fidelity Magellan Fund (FMAGX) is 4.96%, while Berkshire Hathaway Inc. (BRK-B) has a volatility of 6.66%. This indicates that FMAGX experiences smaller price fluctuations and is considered to be less risky than BRK-B based on this measure. The chart below showcases a comparison of their rolling one-month volatility.