FAGKX vs. FBGRX

In the year-to-date period, FAGKX achieves a 30.41% return, which is significantly lower than FBGRX's 34.17% return. Over the past 10 years, FAGKX has underperformed FBGRX with an annualized return of 9.21%, while FBGRX has yielded a comparatively higher 13.78% annualized return.

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FAGKX has a 0.52% expense ratio, which is lower than FBGRX's 0.79% expense ratio.

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.

The current FAGKX Sharpe Ratio is 2.56, which is comparable to the FBGRX Sharpe Ratio of 2.21. The chart below compares the historical Sharpe Ratios of FAGKX 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.

FAGKX's dividend yield for the trailing twelve months is around 0.12%, less than FBGRX's 0.20% yield.

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.

Fidelity Growth Strategies Fund Class K (FAGKX) has a higher volatility of 6.77% compared to Fidelity Blue Chip Growth Fund (FBGRX) at 5.71%. 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.