Correlation
The correlation between CCEP and FBGRX is 0.41, 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.
CCEP vs. FBGRX
Compare and contrast key facts about Coca-Cola European Partners plc (CCEP) and Fidelity Blue Chip Growth Fund (FBGRX).
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: CCEP or FBGRX.
Performance
CCEP vs. FBGRX - Performance Comparison
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Key characteristics
CCEP:
1.61
FBGRX:
0.42
CCEP:
2.18
FBGRX:
0.68
CCEP:
1.28
FBGRX:
1.09
CCEP:
3.43
FBGRX:
0.37
CCEP:
8.32
FBGRX:
1.13
CCEP:
3.66%
FBGRX:
8.83%
CCEP:
19.24%
FBGRX:
28.42%
CCEP:
-79.39%
FBGRX:
-58.02%
CCEP:
0.00%
FBGRX:
-8.03%
Returns By Period
In the year-to-date period, CCEP achieves a 20.74% return, which is significantly higher than FBGRX's -3.61% return. Over the past 10 years, CCEP has underperformed FBGRX with an annualized return of 15.87%, while FBGRX has yielded a comparatively higher 16.86% annualized return.
CCEP
20.74%
2.20%
19.54%
30.76%
23.71%
23.34%
15.87%
FBGRX
-3.61%
10.21%
-2.33%
11.83%
21.83%
18.42%
16.86%
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Risk-Adjusted Performance
CCEP vs. FBGRX — Risk-Adjusted Performance Rank
CCEP
FBGRX
CCEP vs. FBGRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Coca-Cola European Partners plc (CCEP) 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
CCEP vs. FBGRX - Dividend Comparison
CCEP's dividend yield for the trailing twelve months is around 2.44%, less than FBGRX's 6.17% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CCEP Coca-Cola European Partners plc | 2.44% | 2.77% | 2.95% | 3.07% | 2.90% | 2.01% | 2.71% | 2.73% | 2.38% | 49.27% | 2.27% | 2.26% |
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
CCEP vs. FBGRX - Drawdown Comparison
The maximum CCEP drawdown since its inception was -79.39%, which is greater than FBGRX's maximum drawdown of -58.02%. Use the drawdown chart below to compare losses from any high point for CCEP and FBGRX.
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Volatility
CCEP vs. FBGRX - Volatility Comparison
The current volatility for Coca-Cola European Partners plc (CCEP) is 4.59%, while Fidelity Blue Chip Growth Fund (FBGRX) has a volatility of 6.52%. This indicates that CCEP 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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