NGUAX vs. FSPGX
Compare and contrast key facts about Neuberger Berman Guardian Fund (NGUAX) and Fidelity Large Cap Growth Index Fund (FSPGX).
NGUAX is managed by Neuberger Berman. It was launched on Jun 1, 1950. FSPGX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NGUAX or FSPGX.
Correlation
The correlation between NGUAX and FSPGX is 0.95, 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
NGUAX vs. FSPGX - Performance Comparison
Key characteristics
NGUAX:
1.36
FSPGX:
2.20
NGUAX:
1.81
FSPGX:
2.82
NGUAX:
1.26
FSPGX:
1.40
NGUAX:
2.09
FSPGX:
2.89
NGUAX:
8.56
FSPGX:
11.23
NGUAX:
2.46%
FSPGX:
3.38%
NGUAX:
15.46%
FSPGX:
17.29%
NGUAX:
-79.34%
FSPGX:
-32.66%
NGUAX:
-5.28%
FSPGX:
-0.78%
Returns By Period
In the year-to-date period, NGUAX achieves a 20.58% return, which is significantly lower than FSPGX's 37.80% return.
NGUAX
20.58%
-0.89%
5.46%
21.07%
12.31%
6.51%
FSPGX
37.80%
5.42%
14.28%
37.96%
19.68%
N/A
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NGUAX vs. FSPGX - Expense Ratio Comparison
NGUAX has a 0.82% expense ratio, which is higher than FSPGX's 0.04% expense ratio.
Risk-Adjusted Performance
NGUAX vs. FSPGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Neuberger Berman Guardian Fund (NGUAX) and Fidelity Large Cap Growth Index Fund (FSPGX). 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
NGUAX vs. FSPGX - Dividend Comparison
NGUAX has not paid dividends to shareholders, while FSPGX's dividend yield for the trailing twelve months is around 0.03%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NGUAX Neuberger Berman Guardian Fund | 0.00% | 4.51% | 6.62% | 0.10% | 0.20% | 0.36% | 0.76% | 0.62% | 0.72% | 0.78% | 0.80% | 0.54% |
FSPGX Fidelity Large Cap Growth Index Fund | 0.03% | 0.73% | 0.86% | 0.54% | 0.74% | 0.99% | 1.14% | 0.99% | 0.30% | 0.00% | 0.00% | 0.00% |
Drawdowns
NGUAX vs. FSPGX - Drawdown Comparison
The maximum NGUAX drawdown since its inception was -79.34%, which is greater than FSPGX's maximum drawdown of -32.66%. Use the drawdown chart below to compare losses from any high point for NGUAX and FSPGX. For additional features, visit the drawdowns tool.
Volatility
NGUAX vs. FSPGX - Volatility Comparison
Neuberger Berman Guardian Fund (NGUAX) has a higher volatility of 6.52% compared to Fidelity Large Cap Growth Index Fund (FSPGX) at 5.14%. This indicates that NGUAX's price experiences larger fluctuations and is considered to be riskier than FSPGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.