FAGKX vs. FBGRX
Compare and contrast key facts about Fidelity Growth Strategies Fund Class K (FAGKX) and Fidelity Blue Chip Growth Fund (FBGRX).
FAGKX is managed by Fidelity. It was launched on May 9, 2008. 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: FAGKX or FBGRX.
Key characteristics
| FAGKX | FBGRX | |
|---|---|---|
| YTD Return | 19.67% | 29.66% |
| 1Y Return | 34.39% | 45.57% |
| 3Y Return (Ann) | 1.80% | 6.06% |
| 5Y Return (Ann) | 12.42% | 21.78% |
| 10Y Return (Ann) | 11.19% | 17.54% |
| Sharpe Ratio | 2.40 | 2.48 |
| Sortino Ratio | 3.18 | 3.20 |
| Omega Ratio | 1.42 | 1.44 |
| Calmar Ratio | 1.54 | 2.50 |
| Martin Ratio | 13.60 | 12.00 |
| Ulcer Index | 2.74% | 3.97% |
| Daily Std Dev | 15.44% | 19.22% |
| Max Drawdown | -54.37% | -57.42% |
| Current Drawdown | -3.39% | -2.71% |
Correlation
The correlation between FAGKX and FBGRX is 0.90, 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
FAGKX vs. FBGRX - Performance Comparison
In the year-to-date period, FAGKX achieves a 19.67% return, which is significantly lower than FBGRX's 29.66% return. Over the past 10 years, FAGKX has underperformed FBGRX with an annualized return of 11.19%, while FBGRX has yielded a comparatively higher 17.54% 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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FAGKX vs. FBGRX - Expense Ratio Comparison
FAGKX has a 0.52% expense ratio, which is lower than FBGRX's 0.79% expense ratio.
Risk-Adjusted Performance
FAGKX vs. FBGRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Growth Strategies Fund Class K (FAGKX) 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
FAGKX vs. FBGRX - Dividend Comparison
FAGKX's dividend yield for the trailing twelve months is around 0.13%, less than FBGRX's 5.68% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FAGKX Fidelity Growth Strategies Fund Class K | 0.13% | 0.16% | 0.00% | 13.99% | 8.30% | 3.73% | 0.90% | 0.55% | 0.72% | 0.29% | 0.92% | 0.38% |
FBGRX Fidelity Blue Chip Growth Fund | 5.68% | 0.93% | 0.57% | 8.73% | 6.40% | 3.70% | 6.32% | 4.28% | 4.05% | 5.07% | 6.08% | 7.80% |
Drawdowns
FAGKX vs. FBGRX - Drawdown Comparison
The maximum FAGKX drawdown since its inception was -54.37%, smaller than the maximum FBGRX drawdown of -57.42%. Use the drawdown chart below to compare losses from any high point for FAGKX and FBGRX. For additional features, visit the drawdowns tool.
Volatility
FAGKX vs. FBGRX - Volatility Comparison
The current volatility for Fidelity Growth Strategies Fund Class K (FAGKX) is 3.91%, while Fidelity Blue Chip Growth Fund (FBGRX) has a volatility of 4.68%. This indicates that FAGKX 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.