Correlation
The correlation between BACIX and FBGRX is 0.61, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
BACIX vs. FBGRX
Compare and contrast key facts about BlackRock Energy Opportunities Fund (BACIX) and Fidelity Blue Chip Growth Fund (FBGRX).
BACIX is managed by Blackrock. It was launched on Feb 15, 2005. 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: BACIX or FBGRX.
Performance
BACIX vs. FBGRX - Performance Comparison
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Key characteristics
BACIX:
-0.25
FBGRX:
0.42
BACIX:
-0.27
FBGRX:
0.68
BACIX:
0.96
FBGRX:
1.09
BACIX:
-0.27
FBGRX:
0.37
BACIX:
-1.06
FBGRX:
1.13
BACIX:
6.41%
FBGRX:
8.83%
BACIX:
21.88%
FBGRX:
28.42%
BACIX:
-77.77%
FBGRX:
-58.02%
BACIX:
-17.89%
FBGRX:
-8.03%
Returns By Period
In the year-to-date period, BACIX achieves a -1.05% return, which is significantly higher than FBGRX's -3.61% return. Over the past 10 years, BACIX has underperformed FBGRX with an annualized return of 2.79%, while FBGRX has yielded a comparatively higher 16.86% annualized return.
BACIX
-1.05%
2.09%
-7.87%
-7.46%
1.56%
18.22%
2.79%
FBGRX
-3.61%
8.83%
-2.33%
12.20%
21.83%
18.42%
16.86%
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BACIX vs. FBGRX - Expense Ratio Comparison
BACIX has a 0.91% expense ratio, which is higher than FBGRX's 0.79% expense ratio.
Risk-Adjusted Performance
BACIX vs. FBGRX — Risk-Adjusted Performance Rank
BACIX
FBGRX
BACIX vs. FBGRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Energy Opportunities Fund (BACIX) 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.
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Dividends
BACIX vs. FBGRX - Dividend Comparison
BACIX's dividend yield for the trailing twelve months is around 2.65%, less than FBGRX's 6.17% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BACIX BlackRock Energy Opportunities Fund | 2.65% | 2.63% | 3.39% | 2.49% | 2.67% | 3.65% | 3.05% | 3.43% | 2.76% | 2.38% | 2.51% | 1.78% |
FBGRX Fidelity Blue Chip Growth Fund | 6.17% | 5.95% | 0.93% | 0.57% | 8.73% | 6.40% | 3.70% | 6.32% | 4.28% | 4.05% | 5.30% | 5.96% |
Drawdowns
BACIX vs. FBGRX - Drawdown Comparison
The maximum BACIX drawdown since its inception was -77.77%, which is greater than FBGRX's maximum drawdown of -58.02%. Use the drawdown chart below to compare losses from any high point for BACIX and FBGRX.
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Volatility
BACIX vs. FBGRX - Volatility Comparison
The current volatility for BlackRock Energy Opportunities Fund (BACIX) is 3.78%, while Fidelity Blue Chip Growth Fund (FBGRX) has a volatility of 6.52%. This indicates that BACIX experiences smaller price fluctuations and is considered to be less risky than FBGRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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