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.
Performance
FBCGX vs. FBCVX - Performance Comparison
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FBCGX vs. FBCVX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FBCGX Fidelity Blue Chip Growth K6 Fund | -6.85% | 21.33% | 38.15% | 55.57% | -37.84% | 23.00% | 62.92% | 36.11% | -2.33% | 14.15% |
FBCVX Fidelity Blue Chip Value Fund | -0.15% | 11.14% | 4.91% | 7.07% | 1.54% | 25.04% | -4.72% | 21.71% | -9.19% | 10.03% |
Returns By Period
In the year-to-date period, FBCGX achieves a -6.85% return, which is significantly lower than FBCVX's -0.15% return.
FBCGX
- 1D
- 4.62%
- 1M
- -5.07%
- YTD
- -6.85%
- 6M
- -4.17%
- 1Y
- 28.16%
- 3Y*
- 26.56%
- 5Y*
- 12.11%
- 10Y*
- —
FBCVX
- 1D
- 2.71%
- 1M
- -5.54%
- YTD
- -0.15%
- 6M
- 6.46%
- 1Y
- 9.55%
- 3Y*
- 8.93%
- 5Y*
- 7.49%
- 10Y*
- 7.74%
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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.
Return for Risk
FBCGX vs. FBCVX — Risk / Return Rank
FBCGX
FBCVX
FBCGX vs. FBCVX - Risk-Adjusted Trends 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.
| FBCGX | FBCVX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.19 | 0.67 | +0.52 |
Sortino ratioReturn per unit of downside risk | 1.81 | 1.02 | +0.78 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.14 | +0.12 |
Calmar ratioReturn relative to maximum drawdown | 1.94 | 1.15 | +0.79 |
Martin ratioReturn relative to average drawdown | 7.40 | 3.91 | +3.49 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FBCGX | FBCVX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.19 | 0.67 | +0.52 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.49 | 0.55 | -0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.45 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.76 | 0.30 | +0.45 |
Correlation
The correlation between FBCGX and FBCVX is 0.55, 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.
Dividends
FBCGX vs. FBCVX - Dividend Comparison
FBCGX's dividend yield for the trailing twelve months is around 1.04%, less than FBCVX's 2.95% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FBCGX Fidelity Blue Chip Growth K6 Fund | 1.04% | 0.97% | 0.62% | 0.26% | 0.12% | 6.71% | 1.26% | 0.28% | 0.46% | 0.13% | 0.00% | 0.00% |
FBCVX Fidelity Blue Chip Value Fund | 2.95% | 2.94% | 9.31% | 3.64% | 2.59% | 1.26% | 1.07% | 1.75% | 1.47% | 1.11% | 1.05% | 1.82% |
Drawdowns
FBCGX vs. FBCVX - Drawdown Comparison
The maximum FBCGX drawdown since its inception was -42.55%, smaller than the maximum FBCVX drawdown of -63.75%. Use the drawdown chart below to compare losses from any high point for FBCGX and FBCVX.
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Drawdown Indicators
| FBCGX | FBCVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.55% | -63.75% | +21.20% |
Max Drawdown (1Y)Largest decline over 1 year | -13.28% | -9.29% | -3.99% |
Max Drawdown (5Y)Largest decline over 5 years | -42.55% | -14.82% | -27.73% |
Max Drawdown (10Y)Largest decline over 10 years | — | -41.65% | — |
Current DrawdownCurrent decline from peak | -8.61% | -6.83% | -1.78% |
Average DrawdownAverage peak-to-trough decline | -9.04% | -10.76% | +1.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.47% | 2.72% | +0.75% |
Volatility
FBCGX vs. FBCVX - Volatility Comparison
Fidelity Blue Chip Growth K6 Fund (FBCGX) has a higher volatility of 7.92% compared to Fidelity Blue Chip Value Fund (FBCVX) at 5.39%. 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.
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Volatility by Period
| FBCGX | FBCVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.92% | 5.39% | +2.53% |
Volatility (6M)Calculated over the trailing 6-month period | 14.30% | 9.30% | +5.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.02% | 14.60% | +10.42% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.03% | 13.60% | +11.43% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.00% | 17.09% | +7.91% |