Correlation
The correlation between SBVAX and FXAIX is 0.77, 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.
SBVAX vs. FXAIX
Compare and contrast key facts about ClearBridge Small Cap Value Fund (SBVAX) and Fidelity 500 Index Fund (FXAIX).
SBVAX is managed by Franklin Templeton. It was launched on Feb 26, 1999. FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SBVAX or FXAIX.
Performance
SBVAX vs. FXAIX - Performance Comparison
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Key characteristics
Returns By Period
SBVAX
N/A
N/A
N/A
N/A
N/A
N/A
N/A
FXAIX
1.34%
5.62%
-1.07%
13.84%
14.51%
16.00%
12.68%
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SBVAX vs. FXAIX - Expense Ratio Comparison
SBVAX has a 1.35% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Risk-Adjusted Performance
SBVAX vs. FXAIX — Risk-Adjusted Performance Rank
SBVAX
FXAIX
SBVAX vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for ClearBridge Small Cap Value Fund (SBVAX) 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.
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Dividends
SBVAX vs. FXAIX - Dividend Comparison
SBVAX has not paid dividends to shareholders, while FXAIX's dividend yield for the trailing twelve months is around 1.55%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SBVAX ClearBridge Small Cap Value Fund | 1.71% | 1.71% | 0.76% | 10.11% | 5.23% | 0.50% | 5.63% | 14.46% | 19.41% | 8.84% | 4.39% | 11.68% |
FXAIX Fidelity 500 Index Fund | 1.55% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 2.06% | 2.72% | 1.97% | 2.52% | 2.83% | 2.08% |
Drawdowns
SBVAX vs. FXAIX - Drawdown Comparison
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Volatility
SBVAX vs. FXAIX - Volatility Comparison
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