SCGSX vs. FXAIX
Compare and contrast key facts about DWS Capital Growth Fund (SCGSX) and Fidelity 500 Index Fund (FXAIX).
SCGSX is managed by DWS. It was launched on Jul 14, 2000. FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SCGSX or FXAIX.
Correlation
The correlation between SCGSX and FXAIX is 0.93, 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
SCGSX vs. FXAIX - Performance Comparison
Key characteristics
SCGSX:
0.79
FXAIX:
1.88
SCGSX:
1.07
FXAIX:
2.51
SCGSX:
1.17
FXAIX:
1.35
SCGSX:
0.61
FXAIX:
2.83
SCGSX:
3.64
FXAIX:
11.87
SCGSX:
3.88%
FXAIX:
2.02%
SCGSX:
17.96%
FXAIX:
12.77%
SCGSX:
-60.00%
FXAIX:
-33.79%
SCGSX:
-12.51%
FXAIX:
-3.94%
Returns By Period
In the year-to-date period, SCGSX achieves a -0.86% return, which is significantly lower than FXAIX's -0.62% return. Over the past 10 years, SCGSX has underperformed FXAIX with an annualized return of 5.76%, while FXAIX has yielded a comparatively higher 13.08% annualized return.
SCGSX
-0.86%
-3.70%
-4.34%
14.10%
6.56%
5.76%
FXAIX
-0.62%
-3.35%
3.79%
23.82%
13.82%
13.08%
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SCGSX vs. FXAIX - Expense Ratio Comparison
SCGSX has a 0.66% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Risk-Adjusted Performance
SCGSX vs. FXAIX — Risk-Adjusted Performance Rank
SCGSX
FXAIX
SCGSX vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for DWS Capital Growth Fund (SCGSX) 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
SCGSX vs. FXAIX - Dividend Comparison
SCGSX has not paid dividends to shareholders, while FXAIX's dividend yield for the trailing twelve months is around 1.25%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCGSX DWS Capital Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.10% | 0.31% | 0.29% | 0.69% | 0.53% | 0.57% | 0.44% |
FXAIX Fidelity 500 Index Fund | 1.25% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 1.95% | 2.07% | 1.81% | 2.01% | 2.56% | 2.63% |
Drawdowns
SCGSX vs. FXAIX - Drawdown Comparison
The maximum SCGSX drawdown since its inception was -60.00%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for SCGSX and FXAIX. For additional features, visit the drawdowns tool.
Volatility
SCGSX vs. FXAIX - Volatility Comparison
DWS Capital Growth Fund (SCGSX) has a higher volatility of 10.17% compared to Fidelity 500 Index Fund (FXAIX) at 4.57%. This indicates that SCGSX'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.