HCI vs. FXAIX
Compare and contrast key facts about HCI Group, Inc. (HCI) 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: HCI or FXAIX.
Key characteristics
| HCI | FXAIX | |
|---|---|---|
| YTD Return | 18.04% | 11.90% |
| 1Y Return | 87.58% | 28.59% |
| 3Y Return (Ann) | 12.84% | 10.23% |
| 5Y Return (Ann) | 23.28% | 15.12% |
| 10Y Return (Ann) | 13.43% | 12.98% |
| Sharpe Ratio | 2.05 | 2.47 |
| Daily Std Dev | 41.41% | 11.54% |
| Max Drawdown | -78.79% | -33.79% |
| Current Drawdown | -20.12% | 0.00% |
Correlation
The correlation between HCI and FXAIX is 0.31, 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.
Performance
HCI vs. FXAIX - Performance Comparison
In the year-to-date period, HCI achieves a 18.04% return, which is significantly higher than FXAIX's 11.90% return. Both investments have delivered pretty close results over the past 10 years, with HCI having a 13.43% annualized return and FXAIX not far behind at 12.98%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
HCI vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for HCI Group, Inc. (HCI) 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
HCI vs. FXAIX - Dividend Comparison
HCI's dividend yield for the trailing twelve months is around 1.56%, more than FXAIX's 1.31% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HCI HCI Group, Inc. | 1.56% | 1.83% | 4.04% | 1.92% | 3.06% | 3.50% | 2.90% | 4.68% | 3.04% | 3.44% | 2.54% | 1.78% |
FXAIX Fidelity 500 Index Fund | 1.31% | 1.45% | 1.69% | 1.22% | 1.60% | 2.06% | 2.72% | 1.97% | 2.52% | 2.83% | 2.63% | 1.84% |
Drawdowns
HCI vs. FXAIX - Drawdown Comparison
The maximum HCI drawdown since its inception was -78.79%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for HCI and FXAIX. For additional features, visit the drawdowns tool.
Volatility
HCI vs. FXAIX - Volatility Comparison
HCI Group, Inc. (HCI) has a higher volatility of 11.29% compared to Fidelity 500 Index Fund (FXAIX) at 3.15%. This indicates that HCI'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.