FBCGX vs. FSLBX
Compare and contrast key facts about Fidelity Blue Chip Growth K6 Fund (FBCGX) and Fidelity Select Brokerage & Invmt Mgmt Portfolio (FSLBX).
FBCGX is managed by Fidelity. It was launched on May 25, 2017. FSLBX is managed by Fidelity. It was launched on Jul 29, 1985.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FBCGX or FSLBX.
Key characteristics
| FBCGX | FSLBX | |
|---|---|---|
| YTD Return | 37.21% | 37.62% |
| 1Y Return | 52.45% | 63.62% |
| 3Y Return (Ann) | 8.27% | 12.03% |
| 5Y Return (Ann) | 21.35% | 20.18% |
| Sharpe Ratio | 2.68 | 3.79 |
| Sortino Ratio | 3.44 | 4.85 |
| Omega Ratio | 1.48 | 1.66 |
| Calmar Ratio | 2.86 | 4.18 |
| Martin Ratio | 13.88 | 26.96 |
| Ulcer Index | 3.69% | 2.35% |
| Daily Std Dev | 19.11% | 16.74% |
| Max Drawdown | -42.92% | -67.50% |
| Current Drawdown | 0.00% | 0.00% |
Correlation
The correlation between FBCGX and FSLBX is 0.71, 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
FBCGX vs. FSLBX - Performance Comparison
The year-to-date returns for both investments are quite close, with FBCGX having a 37.21% return and FSLBX slightly higher at 37.62%. 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. FSLBX - Expense Ratio Comparison
FBCGX has a 0.45% expense ratio, which is lower than FSLBX's 0.75% expense ratio.
Risk-Adjusted Performance
FBCGX vs. FSLBX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Blue Chip Growth K6 Fund (FBCGX) and Fidelity Select Brokerage & Invmt Mgmt Portfolio (FSLBX). 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. FSLBX - Dividend Comparison
FBCGX's dividend yield for the trailing twelve months is around 0.55%, less than FSLBX's 0.91% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FBCGX Fidelity Blue Chip Growth K6 Fund | 0.55% | 0.26% | 0.12% | 0.00% | 0.08% | 0.25% | 0.46% | 0.11% | 0.00% | 0.00% | 0.00% | 0.00% |
FSLBX Fidelity Select Brokerage & Invmt Mgmt Portfolio | 0.91% | 1.22% | 1.71% | 0.63% | 1.11% | 1.21% | 1.50% | 1.00% | 1.23% | 2.17% | 1.36% | 0.52% |
Drawdowns
FBCGX vs. FSLBX - Drawdown Comparison
The maximum FBCGX drawdown since its inception was -42.92%, smaller than the maximum FSLBX drawdown of -67.50%. Use the drawdown chart below to compare losses from any high point for FBCGX and FSLBX. For additional features, visit the drawdowns tool.
Volatility
FBCGX vs. FSLBX - Volatility Comparison
The current volatility for Fidelity Blue Chip Growth K6 Fund (FBCGX) is 5.37%, while Fidelity Select Brokerage & Invmt Mgmt Portfolio (FSLBX) has a volatility of 7.36%. This indicates that FBCGX experiences smaller price fluctuations and is considered to be less risky than FSLBX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.