SMVLX vs. FBGRX

In the year-to-date period, SMVLX achieves a -11.21% return, which is significantly higher than FBGRX's -13.74% return. Over the past 10 years, SMVLX has underperformed FBGRX with an annualized return of 6.33%, while FBGRX has yielded a comparatively higher 11.01% annualized return.

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SMVLX has a 1.26% expense ratio, which is higher than FBGRX's 0.79% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Smead Value Fund (SMVLX) and Fidelity Blue Chip Growth Fund (FBGRX). 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.

The current SMVLX Sharpe Ratio is -0.62, which is lower than the FBGRX Sharpe Ratio of 0.13. The chart below compares the historical Sharpe Ratios of SMVLX and FBGRX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

SMVLX's dividend yield for the trailing twelve months is around 1.22%, more than FBGRX's 0.27% yield.

The maximum SMVLX drawdown since its inception was -55.61%, roughly equal to the maximum FBGRX drawdown of -57.42%. Use the drawdown chart below to compare losses from any high point for SMVLX and FBGRX. For additional features, visit the drawdowns tool.

The current volatility for Smead Value Fund (SMVLX) is 14.85%, while Fidelity Blue Chip Growth Fund (FBGRX) has a volatility of 18.38%. This indicates that SMVLX experiences smaller price fluctuations and is considered to be less risky than FBGRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.