FAGOX vs. FBGRX
Compare and contrast key facts about Fidelity Advisor Growth Opportunities Fund Class M (FAGOX) and Fidelity Blue Chip Growth Fund (FBGRX).
FAGOX is managed by Fidelity. It was launched on Nov 18, 1987. 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: FAGOX or FBGRX.
Key characteristics
| FAGOX | FBGRX | |
|---|---|---|
| YTD Return | 38.41% | 37.01% |
| 1Y Return | 49.09% | 45.84% |
| 3Y Return (Ann) | 1.29% | 7.04% |
| 5Y Return (Ann) | 14.96% | 18.33% |
| 10Y Return (Ann) | 10.86% | 14.09% |
| Sharpe Ratio | 2.66 | 2.54 |
| Sortino Ratio | 3.41 | 3.28 |
| Omega Ratio | 1.47 | 1.46 |
| Calmar Ratio | 1.71 | 2.74 |
| Martin Ratio | 15.25 | 12.37 |
| Ulcer Index | 3.44% | 3.97% |
| Daily Std Dev | 19.77% | 19.31% |
| Max Drawdown | -65.31% | -57.42% |
| Current Drawdown | -0.69% | -0.48% |
Correlation
The correlation between FAGOX and FBGRX is 0.93, 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
FAGOX vs. FBGRX - Performance Comparison
The year-to-date returns for both stocks are quite close, with FAGOX having a 38.41% return and FBGRX slightly lower at 37.01%. Over the past 10 years, FAGOX has underperformed FBGRX with an annualized return of 10.86%, while FBGRX has yielded a comparatively higher 14.09% 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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FAGOX vs. FBGRX - Expense Ratio Comparison
FAGOX has a 1.28% expense ratio, which is higher than FBGRX's 0.79% expense ratio.
Risk-Adjusted Performance
FAGOX vs. FBGRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Growth Opportunities Fund Class M (FAGOX) 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
FAGOX vs. FBGRX - Dividend Comparison
FAGOX has not paid dividends to shareholders, while FBGRX's dividend yield for the trailing twelve months is around 5.13%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FAGOX Fidelity Advisor Growth Opportunities Fund Class M | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FBGRX Fidelity Blue Chip Growth Fund | 5.13% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.12% | 0.09% | 0.22% | 5.07% | 6.08% | 7.80% |
Drawdowns
FAGOX vs. FBGRX - Drawdown Comparison
The maximum FAGOX drawdown since its inception was -65.31%, which is greater than FBGRX's maximum drawdown of -57.42%. Use the drawdown chart below to compare losses from any high point for FAGOX and FBGRX. For additional features, visit the drawdowns tool.
Volatility
FAGOX vs. FBGRX - Volatility Comparison
Fidelity Advisor Growth Opportunities Fund Class M (FAGOX) and Fidelity Blue Chip Growth Fund (FBGRX) have volatilities of 5.27% and 5.25%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.