FALAX vs. FBGRX
Compare and contrast key facts about Fidelity Advisor Large Cap Fund Class A (FALAX) and Fidelity Blue Chip Growth Fund (FBGRX).
FALAX is managed by Fidelity. It was launched on Sep 3, 1996. 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: FALAX or FBGRX.
Correlation
The correlation between FALAX 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
FALAX vs. FBGRX - Performance Comparison
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Key characteristics
FALAX:
0.39
FBGRX:
0.17
FALAX:
0.64
FBGRX:
0.42
FALAX:
1.10
FBGRX:
1.06
FALAX:
0.36
FBGRX:
0.17
FALAX:
1.18
FBGRX:
0.50
FALAX:
6.50%
FBGRX:
9.25%
FALAX:
20.48%
FBGRX:
28.66%
FALAX:
-62.96%
FBGRX:
-57.42%
FALAX:
-5.73%
FBGRX:
-9.15%
Returns By Period
In the year-to-date period, FALAX achieves a 3.72% return, which is significantly higher than FBGRX's -4.69% return. Over the past 10 years, FALAX has underperformed FBGRX with an annualized return of 6.45%, while FBGRX has yielded a comparatively higher 12.02% annualized return.
FALAX
3.72%
12.63%
-4.29%
7.90%
13.51%
15.35%
6.45%
FBGRX
-4.69%
17.03%
-2.89%
4.78%
20.05%
13.12%
12.02%
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FALAX vs. FBGRX - Expense Ratio Comparison
FALAX has a 0.80% expense ratio, which is higher than FBGRX's 0.79% expense ratio.
Risk-Adjusted Performance
FALAX vs. FBGRX — Risk-Adjusted Performance Rank
FALAX
FBGRX
FALAX vs. FBGRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Large Cap Fund Class A (FALAX) 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.
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Dividends
FALAX vs. FBGRX - Dividend Comparison
FALAX's dividend yield for the trailing twelve months is around 0.51%, more than FBGRX's 0.24% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FALAX Fidelity Advisor Large Cap Fund Class A | 0.51% | 0.53% | 0.74% | 1.11% | 1.64% | 1.79% | 1.93% | 1.76% | 1.13% | 1.10% | 0.87% | 5.11% |
FBGRX Fidelity Blue Chip Growth Fund | 0.24% | 0.23% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.12% | 0.09% | 0.22% | 5.07% | 6.08% |
Drawdowns
FALAX vs. FBGRX - Drawdown Comparison
The maximum FALAX drawdown since its inception was -62.96%, which is greater than FBGRX's maximum drawdown of -57.42%. Use the drawdown chart below to compare losses from any high point for FALAX and FBGRX. For additional features, visit the drawdowns tool.
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Volatility
FALAX vs. FBGRX - Volatility Comparison
The current volatility for Fidelity Advisor Large Cap Fund Class A (FALAX) is 4.19%, while Fidelity Blue Chip Growth Fund (FBGRX) has a volatility of 6.50%. This indicates that FALAX 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.
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