AVAL vs. FBGRX
Compare and contrast key facts about Grupo Aval Acciones y Valores S.A. (AVAL) and Fidelity Blue Chip Growth Fund (FBGRX).
FBGRX is managed by Fidelity. It was launched on Dec 31, 1987.
Performance
AVAL vs. FBGRX - Performance Comparison
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AVAL vs. FBGRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AVAL Grupo Aval Acciones y Valores S.A. | 9.18% | 107.81% | -11.10% | 3.30% | -47.13% | -21.88% | -16.08% | 54.95% | -28.29% | 12.25% |
FBGRX Fidelity Blue Chip Growth Fund | -11.15% | 19.91% | 39.77% | 55.61% | -38.45% | 22.64% | 62.20% | 33.43% | 1.02% | 36.01% |
Returns By Period
In the year-to-date period, AVAL achieves a 9.18% return, which is significantly higher than FBGRX's -11.15% return. Over the past 10 years, AVAL has underperformed FBGRX with an annualized return of -0.28%, while FBGRX has yielded a comparatively higher 18.55% annualized return.
AVAL
- 1D
- 3.29%
- 1M
- 7.58%
- YTD
- 9.18%
- 6M
- 35.12%
- 1Y
- 67.64%
- 3Y*
- 31.09%
- 5Y*
- -1.03%
- 10Y*
- -0.28%
FBGRX
- 1D
- -1.17%
- 1M
- -8.97%
- YTD
- -11.15%
- 6M
- -8.04%
- 1Y
- 22.53%
- 3Y*
- 24.68%
- 5Y*
- 11.15%
- 10Y*
- 18.55%
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Return for Risk
AVAL vs. FBGRX — Risk / Return Rank
AVAL
FBGRX
AVAL vs. FBGRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Grupo Aval Acciones y Valores S.A. (AVAL) 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.
| AVAL | FBGRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.58 | 0.91 | +0.67 |
Sortino ratioReturn per unit of downside risk | 2.25 | 1.43 | +0.82 |
Omega ratioGain probability vs. loss probability | 1.30 | 1.20 | +0.09 |
Calmar ratioReturn relative to maximum drawdown | 2.11 | 1.36 | +0.76 |
Martin ratioReturn relative to average drawdown | 7.74 | 5.44 | +2.30 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| AVAL | FBGRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.58 | 0.91 | +0.67 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.03 | 0.45 | -0.48 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | -0.01 | 0.79 | -0.80 |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.13 | 0.64 | -0.77 |
Correlation
The correlation between AVAL and FBGRX is 0.26, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
AVAL vs. FBGRX - Dividend Comparison
AVAL's dividend yield for the trailing twelve months is around 2.98%, more than FBGRX's 2.14% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AVAL Grupo Aval Acciones y Valores S.A. | 2.98% | 3.14% | 6.85% | 6.98% | 12.61% | 5.75% | 4.67% | 4.15% | 4.52% | 4.70% | 4.84% | 6.56% |
FBGRX Fidelity Blue Chip Growth Fund | 2.14% | 1.90% | 5.95% | 0.93% | 0.57% | 8.73% | 6.40% | 3.70% | 6.32% | 4.23% | 4.05% | 5.30% |
Drawdowns
AVAL vs. FBGRX - Drawdown Comparison
The maximum AVAL drawdown since its inception was -77.41%, which is greater than FBGRX's maximum drawdown of -58.64%. Use the drawdown chart below to compare losses from any high point for AVAL and FBGRX.
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Drawdown Indicators
| AVAL | FBGRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -77.41% | -58.64% | -18.77% |
Max Drawdown (1Y)Largest decline over 1 year | -32.30% | -13.89% | -18.41% |
Max Drawdown (5Y)Largest decline over 5 years | -64.45% | -43.08% | -21.37% |
Max Drawdown (10Y)Largest decline over 10 years | -72.42% | -43.08% | -29.34% |
Current DrawdownCurrent decline from peak | -41.90% | -12.65% | -29.25% |
Average DrawdownAverage peak-to-trough decline | -46.08% | -12.58% | -33.50% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.81% | 3.47% | +5.34% |
Volatility
AVAL vs. FBGRX - Volatility Comparison
Grupo Aval Acciones y Valores S.A. (AVAL) has a higher volatility of 23.24% compared to Fidelity Blue Chip Growth Fund (FBGRX) at 6.13%. This indicates that AVAL's price experiences larger fluctuations and is considered to be riskier than FBGRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AVAL | FBGRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 23.24% | 6.13% | +17.11% |
Volatility (6M)Calculated over the trailing 6-month period | 33.08% | 13.36% | +19.72% |
Volatility (1Y)Calculated over the trailing 1-year period | 43.14% | 24.63% | +18.51% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 36.34% | 24.86% | +11.48% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 34.52% | 23.59% | +10.93% |