Correlation
The correlation between STLDX and FDGRX is 0.88, 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.
STLDX vs. FDGRX
Compare and contrast key facts about BlackRock LifePath Dynamic 2030 Fund (STLDX) and Fidelity Growth Company Fund (FDGRX).
STLDX is managed by Blackrock. It was launched on Feb 28, 1994. FDGRX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: STLDX or FDGRX.
Performance
STLDX vs. FDGRX - Performance Comparison
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Key characteristics
STLDX:
0.89
FDGRX:
0.45
STLDX:
1.19
FDGRX:
0.69
STLDX:
1.18
FDGRX:
1.09
STLDX:
0.97
FDGRX:
0.37
STLDX:
4.32
FDGRX:
1.16
STLDX:
2.12%
FDGRX:
8.46%
STLDX:
11.13%
FDGRX:
27.09%
STLDX:
-48.44%
FDGRX:
-71.50%
STLDX:
-0.14%
FDGRX:
-7.48%
Returns By Period
In the year-to-date period, STLDX achieves a 3.96% return, which is significantly higher than FDGRX's -3.07% return. Over the past 10 years, STLDX has underperformed FDGRX with an annualized return of 6.96%, while FDGRX has yielded a comparatively higher 17.72% annualized return.
STLDX
3.96%
2.88%
1.23%
9.22%
7.77%
8.68%
6.96%
FDGRX
-3.07%
8.61%
-2.30%
12.19%
21.00%
18.24%
17.72%
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STLDX vs. FDGRX - Expense Ratio Comparison
STLDX has a 0.49% expense ratio, which is lower than FDGRX's 0.79% expense ratio.
Risk-Adjusted Performance
STLDX vs. FDGRX — Risk-Adjusted Performance Rank
STLDX
FDGRX
STLDX vs. FDGRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock LifePath Dynamic 2030 Fund (STLDX) and Fidelity Growth Company Fund (FDGRX). 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
STLDX vs. FDGRX - Dividend Comparison
STLDX's dividend yield for the trailing twelve months is around 6.91%, less than FDGRX's 9.14% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
STLDX BlackRock LifePath Dynamic 2030 Fund | 6.91% | 7.18% | 3.17% | 2.04% | 16.81% | 5.01% | 6.33% | 13.50% | 13.34% | 2.61% | 9.27% | 14.61% |
FDGRX Fidelity Growth Company Fund | 9.14% | 8.86% | 3.83% | 7.20% | 10.67% | 8.86% | 3.84% | 6.38% | 4.73% | 6.23% | 3.92% | 3.94% |
Drawdowns
STLDX vs. FDGRX - Drawdown Comparison
The maximum STLDX drawdown since its inception was -48.44%, smaller than the maximum FDGRX drawdown of -71.50%. Use the drawdown chart below to compare losses from any high point for STLDX and FDGRX.
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Volatility
STLDX vs. FDGRX - Volatility Comparison
The current volatility for BlackRock LifePath Dynamic 2030 Fund (STLDX) is 2.08%, while Fidelity Growth Company Fund (FDGRX) has a volatility of 6.17%. This indicates that STLDX experiences smaller price fluctuations and is considered to be less risky than FDGRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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