FASPX vs. FBGRX

In the year-to-date period, FASPX achieves a -7.84% return, which is significantly lower than FBGRX's -3.61% return. Over the past 10 years, FASPX has underperformed FBGRX with an annualized return of 7.62%, while FBGRX has yielded a comparatively higher 16.86% annualized return.

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FASPX has a 1.37% expense ratio, which is higher than FBGRX's 0.79% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Value Strategies Fund Class M (FASPX) 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.

The current FASPX Sharpe Ratio is -0.23, which is lower than the FBGRX Sharpe Ratio of 0.42. The chart below compares the historical Sharpe Ratios of FASPX and FBGRX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FASPX's dividend yield for the trailing twelve months is around 12.64%, more than FBGRX's 6.17% yield.

The maximum FASPX drawdown since its inception was -69.15%, which is greater than FBGRX's maximum drawdown of -58.02%. Use the drawdown chart below to compare losses from any high point for FASPX and FBGRX.

Fidelity Advisor Value Strategies Fund Class M (FASPX) and Fidelity Blue Chip Growth Fund (FBGRX) have volatilities of 6.68% and 6.52%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.