FMAGX vs. FFIDX
Compare and contrast key facts about Fidelity Magellan Fund (FMAGX) and Fidelity Fund (FFIDX).
FMAGX is managed by Fidelity. It was launched on May 2, 1963. FFIDX is managed by Fidelity. It was launched on Apr 30, 1930.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FMAGX or FFIDX.
Correlation
The correlation between FMAGX and FFIDX is 0.94, 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
FMAGX vs. FFIDX - Performance Comparison
Key characteristics
FMAGX:
1.10
FFIDX:
1.52
FMAGX:
1.54
FFIDX:
2.02
FMAGX:
1.21
FFIDX:
1.28
FMAGX:
0.97
FFIDX:
2.17
FMAGX:
5.90
FFIDX:
8.28
FMAGX:
3.21%
FFIDX:
2.93%
FMAGX:
17.21%
FFIDX:
16.04%
FMAGX:
-61.25%
FFIDX:
-54.54%
FMAGX:
-5.08%
FFIDX:
-3.75%
Returns By Period
In the year-to-date period, FMAGX achieves a 2.43% return, which is significantly higher than FFIDX's 1.99% return. Over the past 10 years, FMAGX has underperformed FFIDX with an annualized return of 6.59%, while FFIDX has yielded a comparatively higher 9.97% annualized return.
FMAGX
2.43%
0.80%
6.18%
18.29%
7.59%
6.59%
FFIDX
1.99%
0.37%
9.30%
23.93%
13.47%
9.97%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FMAGX vs. FFIDX - Expense Ratio Comparison
FMAGX has a 0.68% expense ratio, which is higher than FFIDX's 0.45% expense ratio.
Risk-Adjusted Performance
FMAGX vs. FFIDX — Risk-Adjusted Performance Rank
FMAGX
FFIDX
FMAGX vs. FFIDX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Magellan Fund (FMAGX) and Fidelity Fund (FFIDX). 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. FFIDX - Dividend Comparison
FMAGX's dividend yield for the trailing twelve months is around 0.22%, while FFIDX has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FMAGX Fidelity Magellan Fund | 0.22% | 0.23% | 0.42% | 0.27% | 0.00% | 0.00% | 0.48% | 0.69% | 0.79% | 0.60% | 8.40% | 13.88% |
FFIDX Fidelity Fund | 0.00% | 0.00% | 0.66% | 0.67% | 0.26% | 0.75% | 0.83% | 1.08% | 1.00% | 1.06% | 5.15% | 12.31% |
Drawdowns
FMAGX vs. FFIDX - Drawdown Comparison
The maximum FMAGX drawdown since its inception was -61.25%, which is greater than FFIDX's maximum drawdown of -54.54%. Use the drawdown chart below to compare losses from any high point for FMAGX and FFIDX. For additional features, visit the drawdowns tool.
Volatility
FMAGX vs. FFIDX - Volatility Comparison
Fidelity Magellan Fund (FMAGX) and Fidelity Fund (FFIDX) have volatilities of 5.93% and 5.76%, 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.