ACFOX vs. FBGRX
Compare and contrast key facts about American Century Investments Focused Dynamic Growth Fund (ACFOX) and Fidelity Blue Chip Growth Fund (FBGRX).
ACFOX is managed by American Century Investments. It was launched on May 31, 2006. FBGRX is managed by Fidelity. It was launched on Dec 31, 1987.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ACFOX or FBGRX.
Key characteristics
| ACFOX | FBGRX | |
|---|---|---|
| YTD Return | 12.02% | 13.29% |
| 1Y Return | 37.83% | 48.26% |
| 3Y Return (Ann) | -0.60% | 7.08% |
| 5Y Return (Ann) | 14.22% | 18.62% |
| 10Y Return (Ann) | 14.11% | 17.22% |
| Sharpe Ratio | 2.15 | 2.65 |
| Daily Std Dev | 17.64% | 18.00% |
| Max Drawdown | -58.92% | -57.42% |
| Current Drawdown | -12.24% | -3.17% |
Correlation
The correlation between ACFOX and FBGRX is 0.91, 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
ACFOX vs. FBGRX - Performance Comparison
In the year-to-date period, ACFOX achieves a 12.02% return, which is significantly lower than FBGRX's 13.29% return. Over the past 10 years, ACFOX has underperformed FBGRX with an annualized return of 14.11%, while FBGRX has yielded a comparatively higher 17.22% 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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ACFOX vs. FBGRX - Expense Ratio Comparison
ACFOX has a 0.85% expense ratio, which is higher than FBGRX's 0.79% expense ratio.
Risk-Adjusted Performance
ACFOX vs. FBGRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century Investments Focused Dynamic Growth Fund (ACFOX) 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.
Dividends
ACFOX vs. FBGRX - Dividend Comparison
ACFOX has not paid dividends to shareholders, while FBGRX's dividend yield for the trailing twelve months is around 0.82%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ACFOX American Century Investments Focused Dynamic Growth Fund | 0.00% | 0.00% | 0.00% | 2.48% | 0.62% | 0.00% | 0.00% | 0.00% | 1.15% | 1.33% | 1.32% | 0.96% |
FBGRX Fidelity Blue Chip Growth Fund | 0.82% | 0.93% | 0.57% | 8.73% | 6.40% | 3.70% | 6.32% | 4.28% | 4.05% | 5.07% | 6.08% | 7.80% |
Drawdowns
ACFOX vs. FBGRX - Drawdown Comparison
The maximum ACFOX drawdown since its inception was -58.92%, roughly equal to the maximum FBGRX drawdown of -57.42%. Use the drawdown chart below to compare losses from any high point for ACFOX and FBGRX. For additional features, visit the drawdowns tool.
Volatility
ACFOX vs. FBGRX - Volatility Comparison
American Century Investments Focused Dynamic Growth Fund (ACFOX) and Fidelity Blue Chip Growth Fund (FBGRX) have volatilities of 7.16% and 6.87%, 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.