FALGX vs. TRBCX
Compare and contrast key facts about Fidelity Advisor Large Cap Fund Class M (FALGX) and T. Rowe Price Blue Chip Growth Fund (TRBCX).
FALGX is managed by Fidelity. It was launched on Feb 20, 1996. TRBCX is managed by T. Rowe Price. It was launched on Jun 30, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FALGX or TRBCX.
Key characteristics
| FALGX | TRBCX | |
|---|---|---|
| YTD Return | 29.03% | 36.46% |
| 1Y Return | 36.73% | 45.15% |
| 3Y Return (Ann) | 9.59% | 6.36% |
| 5Y Return (Ann) | 11.13% | 15.97% |
| 10Y Return (Ann) | 7.20% | 14.97% |
| Sharpe Ratio | 3.02 | 2.50 |
| Sortino Ratio | 4.01 | 3.25 |
| Omega Ratio | 1.57 | 1.46 |
| Calmar Ratio | 4.51 | 2.49 |
| Martin Ratio | 20.35 | 13.69 |
| Ulcer Index | 1.81% | 3.30% |
| Daily Std Dev | 12.21% | 18.05% |
| Max Drawdown | -63.84% | -54.56% |
| Current Drawdown | -0.60% | 0.00% |
Correlation
The correlation between FALGX and TRBCX is 0.88, 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
FALGX vs. TRBCX - Performance Comparison
In the year-to-date period, FALGX achieves a 29.03% return, which is significantly lower than TRBCX's 36.46% return. Over the past 10 years, FALGX has underperformed TRBCX with an annualized return of 7.20%, while TRBCX has yielded a comparatively higher 14.97% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FALGX vs. TRBCX - Expense Ratio Comparison
FALGX has a 1.05% expense ratio, which is higher than TRBCX's 0.69% expense ratio.
Risk-Adjusted Performance
FALGX vs. TRBCX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Large Cap Fund Class M (FALGX) and T. Rowe Price Blue Chip Growth Fund (TRBCX). 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
FALGX vs. TRBCX - Dividend Comparison
FALGX's dividend yield for the trailing twelve months is around 0.37%, less than TRBCX's 2.56% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FALGX Fidelity Advisor Large Cap Fund Class M | 0.37% | 0.48% | 0.81% | 1.37% | 1.53% | 1.67% | 1.41% | 0.89% | 0.85% | 0.59% | 4.59% | 7.28% |
TRBCX T. Rowe Price Blue Chip Growth Fund | 2.56% | 3.49% | 5.87% | 9.38% | 1.19% | 0.36% | 2.44% | 2.94% | 0.67% | 3.26% | 4.85% | 0.00% |
Drawdowns
FALGX vs. TRBCX - Drawdown Comparison
The maximum FALGX drawdown since its inception was -63.84%, which is greater than TRBCX's maximum drawdown of -54.56%. Use the drawdown chart below to compare losses from any high point for FALGX and TRBCX. For additional features, visit the drawdowns tool.
Volatility
FALGX vs. TRBCX - Volatility Comparison
The current volatility for Fidelity Advisor Large Cap Fund Class M (FALGX) is 3.88%, while T. Rowe Price Blue Chip Growth Fund (TRBCX) has a volatility of 4.90%. This indicates that FALGX experiences smaller price fluctuations and is considered to be less risky than TRBCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.