FBCGX vs. FSPGX
Compare and contrast key facts about Fidelity Blue Chip Growth K6 Fund (FBCGX) and Fidelity Large Cap Growth Index Fund (FSPGX).
FBCGX is managed by Fidelity. It was launched on May 25, 2017. FSPGX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FBCGX or FSPGX.
Performance
FBCGX vs. FSPGX - Performance Comparison
Returns By Period
In the year-to-date period, FBCGX achieves a 35.56% return, which is significantly higher than FSPGX's 30.54% return.
FBCGX
35.56%
2.72%
14.42%
43.21%
20.72%
N/A
FSPGX
30.54%
2.39%
15.06%
36.17%
19.56%
N/A
Key characteristics
FBCGX | FSPGX | |
---|---|---|
Sharpe Ratio | 2.30 | 2.19 |
Sortino Ratio | 3.01 | 2.85 |
Omega Ratio | 1.42 | 1.40 |
Calmar Ratio | 3.04 | 2.80 |
Martin Ratio | 11.81 | 10.97 |
Ulcer Index | 3.71% | 3.35% |
Daily Std Dev | 19.04% | 16.80% |
Max Drawdown | -42.92% | -32.66% |
Current Drawdown | -1.20% | -1.26% |
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FBCGX vs. FSPGX - Expense Ratio Comparison
FBCGX has a 0.45% expense ratio, which is higher than FSPGX's 0.04% expense ratio.
Correlation
The correlation between FBCGX and FSPGX is 0.96, 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.
Risk-Adjusted Performance
FBCGX vs. FSPGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Blue Chip Growth K6 Fund (FBCGX) and Fidelity Large Cap Growth Index Fund (FSPGX). 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. FSPGX - Dividend Comparison
FBCGX's dividend yield for the trailing twelve months is around 0.56%, more than FSPGX's 0.43% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
---|---|---|---|---|---|---|---|---|---|
Fidelity Blue Chip Growth K6 Fund | 0.56% | 0.26% | 0.12% | 0.00% | 0.08% | 0.25% | 0.46% | 0.11% | 0.00% |
Fidelity Large Cap Growth Index Fund | 0.43% | 0.73% | 0.86% | 0.54% | 0.74% | 0.99% | 1.14% | 0.99% | 0.30% |
Drawdowns
FBCGX vs. FSPGX - Drawdown Comparison
The maximum FBCGX drawdown since its inception was -42.92%, which is greater than FSPGX's maximum drawdown of -32.66%. Use the drawdown chart below to compare losses from any high point for FBCGX and FSPGX. For additional features, visit the drawdowns tool.
Volatility
FBCGX vs. FSPGX - Volatility Comparison
Fidelity Blue Chip Growth K6 Fund (FBCGX) and Fidelity Large Cap Growth Index Fund (FSPGX) have volatilities of 5.48% and 5.32%, 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.