BGSAX vs. FBGRX

In the year-to-date period, BGSAX achieves a -6.20% return, which is significantly higher than FBGRX's -10.08% return. Over the past 10 years, BGSAX has outperformed FBGRX with an annualized return of 14.89%, while FBGRX has yielded a comparatively lower 11.57% 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 0.23, which is higher than the FBGRX Sharpe Ratio of 0.05. 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 0.26%.

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) and Fidelity Blue Chip Growth Fund (FBGRX) have volatilities of 14.89% and 14.73%, 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.