FATEX vs. FSBDX
Compare and contrast key facts about Fidelity Advisor Technology Fund Class M (FATEX) and Fidelity Series Blue Chip Growth Fund (FSBDX).
FATEX is managed by Fidelity. It was launched on Sep 3, 1996. FSBDX is managed by Fidelity. It was launched on Nov 7, 2013.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FATEX or FSBDX.
Key characteristics
| FATEX | FSBDX | |
|---|---|---|
| YTD Return | 33.46% | 36.19% |
| 1Y Return | 36.12% | 45.78% |
| 3Y Return (Ann) | 3.42% | 8.86% |
| 5Y Return (Ann) | 16.66% | 23.24% |
| 10Y Return (Ann) | 13.97% | 18.89% |
| Sharpe Ratio | 1.56 | 2.37 |
| Sortino Ratio | 2.10 | 3.09 |
| Omega Ratio | 1.28 | 1.43 |
| Calmar Ratio | 1.60 | 3.05 |
| Martin Ratio | 7.26 | 11.52 |
| Ulcer Index | 4.99% | 3.98% |
| Daily Std Dev | 23.17% | 19.29% |
| Max Drawdown | -82.59% | -42.25% |
| Current Drawdown | -0.93% | -0.87% |
Correlation
The correlation between FATEX and FSBDX is 0.94, 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
FATEX vs. FSBDX - Performance Comparison
In the year-to-date period, FATEX achieves a 33.46% return, which is significantly lower than FSBDX's 36.19% return. Over the past 10 years, FATEX has underperformed FSBDX with an annualized return of 13.97%, while FSBDX has yielded a comparatively higher 18.89% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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FATEX vs. FSBDX - Expense Ratio Comparison
FATEX has a 1.21% expense ratio, which is higher than FSBDX's 0.00% expense ratio.
Risk-Adjusted Performance
FATEX vs. FSBDX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Technology Fund Class M (FATEX) and Fidelity Series Blue Chip Growth Fund (FSBDX). 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
FATEX vs. FSBDX - Dividend Comparison
FATEX has not paid dividends to shareholders, while FSBDX's dividend yield for the trailing twelve months is around 0.64%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FATEX Fidelity Advisor Technology Fund Class M | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 4.60% | 8.70% | 1.18% |
FSBDX Fidelity Series Blue Chip Growth Fund | 0.64% | 0.54% | 0.63% | 0.33% | 0.60% | 0.72% | 0.93% | 0.53% | 0.28% | 11.66% | 1.20% | 0.08% |
Drawdowns
FATEX vs. FSBDX - Drawdown Comparison
The maximum FATEX drawdown since its inception was -82.59%, which is greater than FSBDX's maximum drawdown of -42.25%. Use the drawdown chart below to compare losses from any high point for FATEX and FSBDX. For additional features, visit the drawdowns tool.
Volatility
FATEX vs. FSBDX - Volatility Comparison
Fidelity Advisor Technology Fund Class M (FATEX) has a higher volatility of 5.93% compared to Fidelity Series Blue Chip Growth Fund (FSBDX) at 5.25%. This indicates that FATEX's price experiences larger fluctuations and is considered to be riskier than FSBDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.