Correlation
The correlation between FAOFX and FBGRX is 0.87, 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.
FAOFX vs. FBGRX
Compare and contrast key facts about Fidelity Advisor Series Growth Opportunities Fund (FAOFX) and Fidelity Blue Chip Growth Fund (FBGRX).
FAOFX is managed by Fidelity. It was launched on Nov 7, 2013. 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: FAOFX or FBGRX.
Performance
FAOFX vs. FBGRX - Performance Comparison
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Key characteristics
FAOFX:
0.32
FBGRX:
0.42
FAOFX:
0.54
FBGRX:
0.68
FAOFX:
1.07
FBGRX:
1.09
FAOFX:
0.20
FBGRX:
0.37
FAOFX:
0.67
FBGRX:
1.13
FAOFX:
10.90%
FBGRX:
8.83%
FAOFX:
29.57%
FBGRX:
28.42%
FAOFX:
-59.22%
FBGRX:
-58.02%
FAOFX:
-20.19%
FBGRX:
-8.03%
Returns By Period
In the year-to-date period, FAOFX achieves a 0.12% return, which is significantly higher than FBGRX's -3.61% return. Over the past 10 years, FAOFX has underperformed FBGRX with an annualized return of 3.67%, while FBGRX has yielded a comparatively higher 16.86% annualized return.
FAOFX
0.12%
11.81%
-6.73%
9.40%
18.36%
3.26%
3.67%
FBGRX
-3.61%
8.83%
-2.33%
12.20%
21.83%
18.42%
16.86%
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FAOFX vs. FBGRX - Expense Ratio Comparison
FAOFX has a 0.00% expense ratio, which is lower than FBGRX's 0.79% expense ratio.
Risk-Adjusted Performance
FAOFX vs. FBGRX — Risk-Adjusted Performance Rank
FAOFX
FBGRX
FAOFX vs. FBGRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Series Growth Opportunities Fund (FAOFX) 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
FAOFX vs. FBGRX - Dividend Comparison
FAOFX's dividend yield for the trailing twelve months is around 8.74%, more than FBGRX's 6.17% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
FAOFX Fidelity Advisor Series Growth Opportunities Fund | 8.74% | 8.75% | 0.33% | 0.54% | 30.66% | 32.61% | 28.66% | 24.08% | 10.40% | 4.35% | 11.85% | 2.00% |
FBGRX Fidelity Blue Chip Growth Fund | 6.17% | 5.95% | 0.93% | 0.57% | 8.73% | 6.40% | 3.70% | 6.32% | 4.28% | 4.05% | 5.30% | 5.96% |
Drawdowns
FAOFX vs. FBGRX - Drawdown Comparison
The maximum FAOFX drawdown since its inception was -59.22%, roughly equal to the maximum FBGRX drawdown of -58.02%. Use the drawdown chart below to compare losses from any high point for FAOFX and FBGRX.
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Volatility
FAOFX vs. FBGRX - Volatility Comparison
The current volatility for Fidelity Advisor Series Growth Opportunities Fund (FAOFX) is 6.10%, while Fidelity Blue Chip Growth Fund (FBGRX) has a volatility of 6.52%. This indicates that FAOFX 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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