BGSAX vs. FBGRX

In the year-to-date period, BGSAX achieves a 31.14% return, which is significantly lower than FBGRX's 33.41% return. Over the past 10 years, BGSAX has outperformed FBGRX with an annualized return of 16.48%, while FBGRX has yielded a comparatively lower 13.60% annualized return.

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BGSAX has a 1.20% expense ratio, which is higher than FBGRX's 0.79% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for BlackRock Technology Opportunities Fund Investor A (BGSAX) 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.

The current BGSAX Sharpe Ratio is 1.39, which is comparable to the FBGRX Sharpe Ratio of 1.72. The chart below compares the historical Sharpe Ratios of BGSAX and FBGRX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

BGSAX has not paid dividends to shareholders, while FBGRX's dividend yield for the trailing twelve months is around 0.19%.

The maximum BGSAX drawdown since its inception was -73.76%, which is greater than FBGRX's maximum drawdown of -57.42%. Use the drawdown chart below to compare losses from any high point for BGSAX and FBGRX. For additional features, visit the drawdowns tool.

BlackRock Technology Opportunities Fund Investor A (BGSAX) has a higher volatility of 8.76% compared to Fidelity Blue Chip Growth Fund (FBGRX) at 5.35%. This indicates that BGSAX'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.