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.
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
Key characteristics
FAGKX:
1.88
FBGRX:
1.72
FAGKX:
2.52
FBGRX:
2.28
FAGKX:
1.33
FBGRX:
1.32
FAGKX:
1.20
FBGRX:
2.27
FAGKX:
10.97
FBGRX:
7.14
FAGKX:
2.98%
FBGRX:
4.89%
FAGKX:
17.41%
FBGRX:
20.30%
FAGKX:
-54.37%
FBGRX:
-57.42%
FAGKX:
-7.07%
FBGRX:
-3.25%
Returns By Period
In the year-to-date period, FAGKX achieves a 30.34% return, which is significantly lower than FBGRX's 33.41% return. Over the past 10 years, FAGKX has underperformed FBGRX with an annualized return of 8.93%, while FBGRX has yielded a comparatively higher 13.60% annualized return.
FAGKX
30.34%
-1.94%
15.58%
30.67%
7.50%
8.93%
FBGRX
33.41%
3.54%
5.42%
33.38%
16.59%
13.60%
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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 0.12%, less than FBGRX's 0.19% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FAGKX Fidelity Growth Strategies Fund Class K | 0.12% | 0.16% | 0.00% | 0.00% | 0.00% | 0.54% | 0.90% | 0.50% | 0.68% | 0.29% | 0.92% | 0.38% |
FBGRX Fidelity Blue Chip Growth Fund | 0.19% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.12% | 0.09% | 0.22% | 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
Fidelity Growth Strategies Fund Class K (FAGKX) has a higher volatility of 7.15% compared to Fidelity Blue Chip Growth Fund (FBGRX) at 5.35%. This indicates that FAGKX'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.