VIVIX vs. FBCVX
Compare and contrast key facts about Vanguard Value Index Fund Institutional Shares (VIVIX) and Fidelity Blue Chip Value Fund (FBCVX).
VIVIX is managed by Vanguard. It was launched on Jul 2, 1998. FBCVX is managed by Fidelity. It was launched on Jun 17, 2003.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VIVIX or FBCVX.
Key characteristics
| VIVIX | FBCVX | |
|---|---|---|
| YTD Return | 21.73% | 11.08% |
| 1Y Return | 34.48% | 20.31% |
| 3Y Return (Ann) | 9.96% | 7.16% |
| 5Y Return (Ann) | 11.80% | 8.52% |
| 10Y Return (Ann) | 10.69% | 7.54% |
| Sharpe Ratio | 3.23 | 1.86 |
| Sortino Ratio | 4.53 | 2.70 |
| Omega Ratio | 1.59 | 1.33 |
| Calmar Ratio | 4.88 | 3.84 |
| Martin Ratio | 20.97 | 9.58 |
| Ulcer Index | 1.59% | 2.12% |
| Daily Std Dev | 10.35% | 10.87% |
| Max Drawdown | -59.30% | -63.06% |
| Current Drawdown | 0.00% | -0.23% |
Correlation
The correlation between VIVIX and FBCVX 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
VIVIX vs. FBCVX - Performance Comparison
In the year-to-date period, VIVIX achieves a 21.73% return, which is significantly higher than FBCVX's 11.08% return. Over the past 10 years, VIVIX has outperformed FBCVX with an annualized return of 10.69%, while FBCVX has yielded a comparatively lower 7.54% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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VIVIX vs. FBCVX - Expense Ratio Comparison
VIVIX has a 0.04% expense ratio, which is lower than FBCVX's 0.63% expense ratio.
Risk-Adjusted Performance
VIVIX vs. FBCVX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Value Index Fund Institutional Shares (VIVIX) and Fidelity Blue Chip Value Fund (FBCVX). 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
VIVIX vs. FBCVX - Dividend Comparison
VIVIX's dividend yield for the trailing twelve months is around 2.22%, less than FBCVX's 6.53% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VIVIX Vanguard Value Index Fund Institutional Shares | 2.22% | 2.46% | 2.52% | 2.14% | 2.56% | 2.50% | 2.73% | 2.30% | 2.46% | 2.61% | 2.23% | 2.22% |
FBCVX Fidelity Blue Chip Value Fund | 6.53% | 1.53% | 1.07% | 1.26% | 1.07% | 1.48% | 1.62% | 1.09% | 1.05% | 1.77% | 1.39% | 0.60% |
Drawdowns
VIVIX vs. FBCVX - Drawdown Comparison
The maximum VIVIX drawdown since its inception was -59.30%, smaller than the maximum FBCVX drawdown of -63.06%. Use the drawdown chart below to compare losses from any high point for VIVIX and FBCVX. For additional features, visit the drawdowns tool.
Volatility
VIVIX vs. FBCVX - Volatility Comparison
Vanguard Value Index Fund Institutional Shares (VIVIX) and Fidelity Blue Chip Value Fund (FBCVX) have volatilities of 3.71% and 3.63%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.