FBCGX vs. FBCVX
Compare and contrast key facts about Fidelity Blue Chip Growth K6 Fund (FBCGX) and Fidelity Blue Chip Value Fund (FBCVX).
FBCGX is managed by Fidelity. It was launched on May 25, 2017. FBCVX is managed by Fidelity. It was launched on Jun 17, 2003.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FBCGX or FBCVX.
Key characteristics
| FBCGX | FBCVX | |
|---|---|---|
| YTD Return | 33.99% | 8.74% |
| 1Y Return | 48.01% | 17.02% |
| 3Y Return (Ann) | 7.24% | 6.48% |
| 5Y Return (Ann) | 20.81% | 8.07% |
| Sharpe Ratio | 2.60 | 1.52 |
| Sortino Ratio | 3.34 | 2.20 |
| Omega Ratio | 1.47 | 1.27 |
| Calmar Ratio | 2.75 | 3.08 |
| Martin Ratio | 13.36 | 7.66 |
| Ulcer Index | 3.69% | 2.12% |
| Daily Std Dev | 19.01% | 10.66% |
| Max Drawdown | -42.92% | -63.06% |
| Current Drawdown | 0.00% | -2.11% |
Correlation
The correlation between FBCGX and FBCVX is 0.58, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
FBCGX vs. FBCVX - Performance Comparison
In the year-to-date period, FBCGX achieves a 33.99% return, which is significantly higher than FBCVX's 8.74% 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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FBCGX vs. FBCVX - Expense Ratio Comparison
FBCGX has a 0.45% expense ratio, which is lower than FBCVX's 0.63% expense ratio.
Risk-Adjusted Performance
FBCGX vs. FBCVX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Blue Chip Growth K6 Fund (FBCGX) and Fidelity Blue Chip Value Fund (FBCVX). 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
FBCGX vs. FBCVX - Dividend Comparison
FBCGX's dividend yield for the trailing twelve months is around 0.56%, less than FBCVX's 6.67% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FBCGX Fidelity Blue Chip Growth K6 Fund | 0.56% | 0.26% | 0.12% | 0.00% | 0.08% | 0.25% | 0.46% | 0.11% | 0.00% | 0.00% | 0.00% | 0.00% |
FBCVX Fidelity Blue Chip Value Fund | 6.67% | 1.53% | 1.07% | 1.26% | 1.07% | 1.48% | 1.62% | 1.09% | 1.05% | 1.77% | 1.39% | 0.60% |
Drawdowns
FBCGX vs. FBCVX - Drawdown Comparison
The maximum FBCGX drawdown since its inception was -42.92%, smaller than the maximum FBCVX drawdown of -63.06%. Use the drawdown chart below to compare losses from any high point for FBCGX and FBCVX. For additional features, visit the drawdowns tool.
Volatility
FBCGX vs. FBCVX - Volatility Comparison
Fidelity Blue Chip Growth K6 Fund (FBCGX) has a higher volatility of 5.00% compared to Fidelity Blue Chip Value Fund (FBCVX) at 2.82%. This indicates that FBCGX's price experiences larger fluctuations and is considered to be riskier than FBCVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.