FASGX vs. FBGRX
Compare and contrast key facts about Fidelity Asset Manager 70% Fund (FASGX) and Fidelity Blue Chip Growth Fund (FBGRX).
FASGX is managed by Blackrock. It was launched on Dec 30, 1991. 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: FASGX or FBGRX.
Performance
FASGX vs. FBGRX - Performance Comparison
Returns By Period
In the year-to-date period, FASGX achieves a 12.84% return, which is significantly lower than FBGRX's 36.20% return. Over the past 10 years, FASGX has underperformed FBGRX with an annualized return of 7.39%, while FBGRX has yielded a comparatively higher 13.86% annualized return.
FASGX
12.84%
1.25%
6.25%
18.89%
8.64%
7.39%
FBGRX
36.20%
4.34%
12.32%
43.38%
18.15%
13.86%
Key characteristics
| FASGX | FBGRX | |
|---|---|---|
| Sharpe Ratio | 2.08 | 2.25 |
| Sortino Ratio | 2.89 | 2.94 |
| Omega Ratio | 1.38 | 1.41 |
| Calmar Ratio | 2.12 | 2.48 |
| Martin Ratio | 13.13 | 10.91 |
| Ulcer Index | 1.44% | 3.98% |
| Daily Std Dev | 9.09% | 19.32% |
| Max Drawdown | -47.29% | -57.42% |
| Current Drawdown | -0.78% | -1.07% |
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FASGX vs. FBGRX - Expense Ratio Comparison
FASGX has a 0.67% expense ratio, which is lower than FBGRX's 0.79% expense ratio.
Correlation
The correlation between FASGX and FBGRX is 0.90, 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.
Risk-Adjusted Performance
FASGX vs. FBGRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Asset Manager 70% Fund (FASGX) 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
FASGX vs. FBGRX - Dividend Comparison
FASGX's dividend yield for the trailing twelve months is around 1.52%, more than FBGRX's 0.20% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FASGX Fidelity Asset Manager 70% Fund | 1.52% | 1.72% | 2.15% | 1.35% | 0.98% | 1.53% | 1.61% | 1.16% | 1.31% | 1.68% | 10.98% | 2.55% |
FBGRX Fidelity Blue Chip Growth Fund | 0.20% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.12% | 0.09% | 0.22% | 5.07% | 6.08% | 7.80% |
Drawdowns
FASGX vs. FBGRX - Drawdown Comparison
The maximum FASGX drawdown since its inception was -47.29%, smaller than the maximum FBGRX drawdown of -57.42%. Use the drawdown chart below to compare losses from any high point for FASGX and FBGRX. For additional features, visit the drawdowns tool.
Volatility
FASGX vs. FBGRX - Volatility Comparison
The current volatility for Fidelity Asset Manager 70% Fund (FASGX) is 2.48%, while Fidelity Blue Chip Growth Fund (FBGRX) has a volatility of 5.55%. This indicates that FASGX 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.