DREVX vs. FBGRX
Compare and contrast key facts about BNY Mellon Large Cap Securities Fund (DREVX) and Fidelity Blue Chip Growth Fund (FBGRX).
DREVX is managed by BNY Mellon. It was launched on May 24, 1951. 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: DREVX or FBGRX.
Key characteristics
| DREVX | FBGRX | |
|---|---|---|
| YTD Return | 21.10% | 17.83% |
| 1Y Return | 30.13% | 30.82% |
| 3Y Return (Ann) | 11.93% | 5.16% |
| 5Y Return (Ann) | 17.50% | 19.98% |
| 10Y Return (Ann) | 13.32% | 16.52% |
| Sharpe Ratio | 2.06 | 1.42 |
| Daily Std Dev | 14.07% | 20.53% |
| Max Drawdown | -54.68% | -57.42% |
| Current Drawdown | -2.25% | -10.97% |
Correlation
The correlation between DREVX and FBGRX is 0.91, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
DREVX vs. FBGRX - Performance Comparison
In the year-to-date period, DREVX achieves a 21.10% return, which is significantly higher than FBGRX's 17.83% return. Over the past 10 years, DREVX has underperformed FBGRX with an annualized return of 13.32%, while FBGRX has yielded a comparatively higher 16.52% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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DREVX vs. FBGRX - Expense Ratio Comparison
DREVX has a 0.70% expense ratio, which is lower than FBGRX's 0.79% expense ratio.
Risk-Adjusted Performance
DREVX vs. FBGRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BNY Mellon Large Cap Securities Fund (DREVX) 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.
Dividends
DREVX vs. FBGRX - Dividend Comparison
DREVX's dividend yield for the trailing twelve months is around 5.08%, more than FBGRX's 0.27% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DREVX BNY Mellon Large Cap Securities Fund | 5.08% | 5.12% | 3.80% | 11.43% | 6.28% | 6.74% | 9.01% | 9.11% | 8.71% | 11.24% | 11.88% | 8.78% |
FBGRX Fidelity Blue Chip Growth Fund | 0.27% | 0.93% | 0.57% | 8.73% | 6.40% | 3.70% | 6.32% | 4.28% | 4.05% | 5.07% | 6.08% | 7.80% |
Drawdowns
DREVX vs. FBGRX - Drawdown Comparison
The maximum DREVX drawdown since its inception was -54.68%, roughly equal to the maximum FBGRX drawdown of -57.42%. Use the drawdown chart below to compare losses from any high point for DREVX and FBGRX. For additional features, visit the drawdowns tool.
Volatility
DREVX vs. FBGRX - Volatility Comparison
The current volatility for BNY Mellon Large Cap Securities Fund (DREVX) is 4.85%, while Fidelity Blue Chip Growth Fund (FBGRX) has a volatility of 8.75%. This indicates that DREVX 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.