AMCPX vs. FBGKX
Compare and contrast key facts about American Funds AMCAP Fund Class A (AMCPX) and Fidelity Blue Chip Growth Fund Class K (FBGKX).
AMCPX is managed by American Funds. It was launched on Jan 5, 1967. FBGKX is managed by Fidelity. It was launched on May 9, 2008.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AMCPX or FBGKX.
Correlation
The correlation between AMCPX and FBGKX 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
AMCPX vs. FBGKX - Performance Comparison
Key characteristics
AMCPX:
-0.03
FBGKX:
0.35
AMCPX:
0.11
FBGKX:
0.68
AMCPX:
1.02
FBGKX:
1.09
AMCPX:
-0.02
FBGKX:
0.36
AMCPX:
-0.07
FBGKX:
1.22
AMCPX:
7.33%
FBGKX:
8.05%
AMCPX:
21.45%
FBGKX:
28.07%
AMCPX:
-52.11%
FBGKX:
-48.63%
AMCPX:
-15.36%
FBGKX:
-16.47%
Returns By Period
In the year-to-date period, AMCPX achieves a -5.90% return, which is significantly higher than FBGKX's -12.44% return. Over the past 10 years, AMCPX has underperformed FBGKX with an annualized return of 3.84%, while FBGKX has yielded a comparatively higher 15.95% annualized return.
AMCPX
-5.90%
-2.24%
-9.37%
0.10%
5.79%
3.84%
FBGKX
-12.44%
-3.25%
-7.13%
10.90%
19.12%
15.95%
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AMCPX vs. FBGKX - Expense Ratio Comparison
AMCPX has a 0.65% expense ratio, which is lower than FBGKX's 0.68% expense ratio.
Risk-Adjusted Performance
AMCPX vs. FBGKX — Risk-Adjusted Performance Rank
AMCPX
FBGKX
AMCPX vs. FBGKX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds AMCAP Fund Class A (AMCPX) and Fidelity Blue Chip Growth Fund Class K (FBGKX). 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
AMCPX vs. FBGKX - Dividend Comparison
AMCPX's dividend yield for the trailing twelve months is around 0.41%, less than FBGKX's 6.85% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMCPX American Funds AMCAP Fund Class A | 0.41% | 0.39% | 0.57% | 0.00% | 0.00% | 0.19% | 0.53% | 0.64% | 0.41% | 0.44% | 3.70% | 3.29% |
FBGKX Fidelity Blue Chip Growth Fund Class K | 6.85% | 6.00% | 0.93% | 0.56% | 8.77% | 6.41% | 3.70% | 6.41% | 4.37% | 4.22% | 5.19% | 6.31% |
Drawdowns
AMCPX vs. FBGKX - Drawdown Comparison
The maximum AMCPX drawdown since its inception was -52.11%, which is greater than FBGKX's maximum drawdown of -48.63%. Use the drawdown chart below to compare losses from any high point for AMCPX and FBGKX. For additional features, visit the drawdowns tool.
Volatility
AMCPX vs. FBGKX - Volatility Comparison
The current volatility for American Funds AMCAP Fund Class A (AMCPX) is 14.34%, while Fidelity Blue Chip Growth Fund Class K (FBGKX) has a volatility of 18.29%. This indicates that AMCPX experiences smaller price fluctuations and is considered to be less risky than FBGKX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.