FBCKX vs. CFIHX

Last updated Jun 24, 2026

FBCKX (Fidelity Advisor Blue Chip Growth Fund Class Z) and CFIHX (American Funds Capital Income Builder Fund Class F-3) are both Diversified Portfolio funds. Over the past year, FBCKX returned 40.81% vs 17.79% for CFIHX. A 0.54 correlation means they provide meaningful diversification when combined. FBCKX charges 0.61%/yr vs 0.26%/yr for CFIHX.

Performance

FBCKX vs. CFIHX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Advisor Blue Chip Growth Fund Class Z (FBCKX) and American Funds Capital Income Builder Fund Class F-3 (CFIHX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, FBCKX achieves a 16.87% return, which is significantly higher than CFIHX's 7.64% return.

FBCKX

• 1D: -1.86%
• 1M: 2.84%
• YTD: 16.87%
• 6M: 15.64%
• 1Y: 40.81%
• 3Y*: —
• 5Y*: —
• 10Y*: —

CFIHX

• 1D: 0.06%
• 1M: 0.17%
• YTD: 7.64%
• 6M: 7.50%
• 1Y: 17.79%
• 3Y*: 15.10%
• 5Y*: 8.85%
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

FBCKX vs. CFIHX - Yearly Performance Comparison

	2026 (YTD)	2025	2024
FBCKX Fidelity Advisor Blue Chip Growth Fund Class Z	16.87%	19.99%	7.26%
CFIHX American Funds Capital Income Builder Fund Class F-3	7.64%	20.76%	-3.43%

Correlation

The correlation between FBCKX and CFIHX is 0.55, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.55
Correlation (All Time) Calculated using the full available price history since Oct 14, 2024	0.54

The correlation between FBCKX and CFIHX has been stable across timeframes, ranging from 0.54 to 0.55 - a consistent structural relationship.

Return for Risk

FBCKX vs. CFIHX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FBCKX

FBCKX Risk / Return Rank: 68
FBCKX Sharpe Ratio Rank: 69
FBCKX Sortino Ratio Rank: 57
FBCKX Omega Ratio Rank: 57
FBCKX Calmar Ratio Rank: 77
FBCKX Martin Ratio Rank: 79

CFIHX

CFIHX Risk / Return Rank: 65
CFIHX Sharpe Ratio Rank: 68
CFIHX Sortino Ratio Rank: 69
CFIHX Omega Ratio Rank: 67
CFIHX Calmar Ratio Rank: 59
CFIHX Martin Ratio Rank: 60

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

FBCKX vs. CFIHX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Blue Chip Growth Fund Class Z (FBCKX) and American Funds Capital Income Builder Fund Class F-3 (CFIHX). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	FBCKX	CFIHX	Difference
Sharpe ratio: Return per unit of total volatility	2.23	2.22	+0.01
Sortino ratio: Return per unit of downside risk	2.90	3.15	-0.25
Omega ratio: Gain probability vs. loss probability	1.38	1.42	-0.03
Calmar ratio: Return relative to maximum drawdown	3.32	2.83	+0.49
Martin ratio: Return relative to average drawdown	13.71	11.24	+2.46

FBCKX vs. CFIHX - Sharpe Ratio Comparison

The current FBCKX Sharpe Ratio is 2.23, which is comparable to the CFIHX Sharpe Ratio of 2.22. The chart below compares the historical Sharpe Ratios of FBCKX and CFIHX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

FBCKX vs. CFIHX - Drawdown Comparison

The maximum FBCKX drawdown since its inception was -27.06%, which is greater than CFIHX's maximum drawdown of -25.26%. Use the drawdown chart below to compare losses from any high point for FBCKX and CFIHX.

Drawdown Indicators

	FBCKX	CFIHX	Difference
Max Drawdown Largest peak-to-trough decline	-27.06%	-25.26%	-1.80%
Max Drawdown (1Y) Largest decline over 1 year	-12.63%	-6.46%	-6.17%
Max Drawdown (3Y) Largest decline over 3 years	—	-8.88%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-17.45%	—
Current Drawdown Current decline from peak	-2.20%	-0.66%	-1.54%
Average Drawdown Average peak-to-trough decline	-3.98%	-3.42%	-0.56%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.05%	1.62%	+1.43%

Volatility

FBCKX vs. CFIHX - Volatility Comparison

Fidelity Advisor Blue Chip Growth Fund Class Z (FBCKX) has a higher volatility of 8.03% compared to American Funds Capital Income Builder Fund Class F-3 (CFIHX) at 2.49%. This indicates that FBCKX's price experiences larger fluctuations and is considered to be riskier than CFIHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	FBCKX	CFIHX	Difference
Volatility (1M) Calculated over the trailing 1-month period	8.03%	2.49%	+5.54%
Volatility (6M) Calculated over the trailing 6-month period	14.72%	6.62%	+8.10%
Volatility (1Y) Calculated over the trailing 1-year period	18.84%	8.25%	+10.59%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	24.25%	10.02%	+14.23%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	24.25%	10.96%	+13.29%

FBCKX vs. CFIHX - Expense Ratio Comparison

FBCKX has a 0.61% expense ratio, which is higher than CFIHX's 0.26% expense ratio.

Dividends

FBCKX vs. CFIHX - Dividend Comparison

FBCKX's dividend yield for the trailing twelve months is around 1.63%, less than CFIHX's 7.61% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017
CFIHX American Funds Capital Income Builder Fund Class F-3	7.61%	8.03%	5.35%	3.79%	3.77%	3.46%	3.70%	4.41%	4.11%	4.74%
FBCKX Fidelity Advisor Blue Chip Growth Fund Class Z	1.63%	1.90%	2.12%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both FBCKX and CFIHX in my portfolio?

FBCKX and CFIHX have a correlation of 0.55, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, FBCKX or CFIHX?

FBCKX has higher volatility (8.03%) compared to CFIHX (2.49%). In terms of maximum drawdown, FBCKX dropped -27.06% vs CFIHX's -25.26%.

Which has better risk-adjusted returns?

FBCKX currently has the higher Sharpe Ratio (2.23 vs 2.22), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.