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.
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
Key characteristics
FAGOX:
2.14
FBGRX:
1.72
FAGOX:
2.80
FBGRX:
2.27
FAGOX:
1.38
FBGRX:
1.32
FAGOX:
1.57
FBGRX:
2.27
FAGOX:
12.44
FBGRX:
7.12
FAGOX:
3.49%
FBGRX:
4.89%
FAGOX:
20.36%
FBGRX:
20.34%
FAGOX:
-65.31%
FBGRX:
-57.42%
FAGOX:
-2.05%
FBGRX:
-2.21%
Returns By Period
In the year-to-date period, FAGOX achieves a 42.34% return, which is significantly higher than FBGRX's 34.83% return. Over the past 10 years, FAGOX has underperformed FBGRX with an annualized return of 10.89%, while FBGRX has yielded a comparatively higher 13.63% annualized return.
FAGOX
42.34%
3.43%
16.31%
43.31%
14.45%
10.89%
FBGRX
34.83%
4.41%
8.06%
35.02%
16.78%
13.63%
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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 0.19%.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
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
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) has a higher volatility of 5.90% compared to Fidelity Blue Chip Growth Fund (FBGRX) at 5.42%. This indicates that FAGOX'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.