FBCVX vs. ACIIX
Compare and contrast key facts about Fidelity Blue Chip Value Fund (FBCVX) and American Century Equity Income Fund Class I (ACIIX).
FBCVX is managed by Fidelity. It was launched on Jun 17, 2003. ACIIX is managed by American Century. It was launched on Jul 8, 1998.
Performance
FBCVX vs. ACIIX - Performance Comparison
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FBCVX vs. ACIIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FBCVX Fidelity Blue Chip Value Fund | -2.79% | 11.14% | 4.91% | 7.07% | 1.54% | 25.04% | -4.72% | 21.71% | -9.19% | 14.88% |
ACIIX American Century Equity Income Fund Class I | 2.73% | 12.05% | 10.58% | 4.25% | -2.96% | 17.16% | 1.19% | 24.50% | -3.53% | 13.69% |
Returns By Period
In the year-to-date period, FBCVX achieves a -2.79% return, which is significantly lower than ACIIX's 2.73% return. Over the past 10 years, FBCVX has underperformed ACIIX with an annualized return of 7.45%, while ACIIX has yielded a comparatively higher 8.89% annualized return.
FBCVX
- 1D
- -0.55%
- 1M
- -8.36%
- YTD
- -2.79%
- 6M
- 4.07%
- 1Y
- 6.88%
- 3Y*
- 7.96%
- 5Y*
- 7.05%
- 10Y*
- 7.45%
ACIIX
- 1D
- 0.00%
- 1M
- -5.73%
- YTD
- 2.73%
- 6M
- 4.62%
- 1Y
- 9.92%
- 3Y*
- 9.70%
- 5Y*
- 7.47%
- 10Y*
- 8.89%
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FBCVX vs. ACIIX - Expense Ratio Comparison
FBCVX has a 0.63% expense ratio, which is lower than ACIIX's 0.72% expense ratio.
Return for Risk
FBCVX vs. ACIIX — Risk / Return Rank
FBCVX
ACIIX
FBCVX vs. ACIIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Blue Chip Value Fund (FBCVX) and American Century Equity Income Fund Class I (ACIIX). 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.
| FBCVX | ACIIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.54 | 0.93 | -0.39 |
Sortino ratioReturn per unit of downside risk | 0.83 | 1.35 | -0.51 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.19 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 0.70 | 1.11 | -0.41 |
Martin ratioReturn relative to average drawdown | 2.43 | 4.37 | -1.94 |
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
| FBCVX | ACIIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.54 | 0.93 | -0.39 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.52 | 0.70 | -0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.44 | 0.67 | -0.23 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.30 | 0.53 | -0.23 |
Correlation
The correlation between FBCVX and ACIIX is 0.89, 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.
Dividends
FBCVX vs. ACIIX - Dividend Comparison
FBCVX's dividend yield for the trailing twelve months is around 3.03%, less than ACIIX's 10.28% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FBCVX Fidelity Blue Chip Value Fund | 3.03% | 2.94% | 9.31% | 3.64% | 2.59% | 1.26% | 1.07% | 1.75% | 1.47% | 1.11% | 1.05% | 1.82% |
ACIIX American Century Equity Income Fund Class I | 10.28% | 10.55% | 11.71% | 8.21% | 8.96% | 7.02% | 2.18% | 7.57% | 9.05% | 12.14% | 8.08% | 10.72% |
Drawdowns
FBCVX vs. ACIIX - Drawdown Comparison
The maximum FBCVX drawdown since its inception was -63.75%, which is greater than ACIIX's maximum drawdown of -39.16%. Use the drawdown chart below to compare losses from any high point for FBCVX and ACIIX.
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Drawdown Indicators
| FBCVX | ACIIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.75% | -39.16% | -24.59% |
Max Drawdown (1Y)Largest decline over 1 year | -9.29% | -8.96% | -0.33% |
Max Drawdown (5Y)Largest decline over 5 years | -14.82% | -13.49% | -1.33% |
Max Drawdown (10Y)Largest decline over 10 years | -41.65% | -32.76% | -8.89% |
Current DrawdownCurrent decline from peak | -9.29% | -5.73% | -3.56% |
Average DrawdownAverage peak-to-trough decline | -10.76% | -5.26% | -5.50% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.69% | 2.30% | +0.39% |
Volatility
FBCVX vs. ACIIX - Volatility Comparison
Fidelity Blue Chip Value Fund (FBCVX) has a higher volatility of 4.42% compared to American Century Equity Income Fund Class I (ACIIX) at 2.76%. This indicates that FBCVX's price experiences larger fluctuations and is considered to be riskier than ACIIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FBCVX | ACIIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.42% | 2.76% | +1.66% |
Volatility (6M)Calculated over the trailing 6-month period | 8.92% | 6.05% | +2.87% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.38% | 11.61% | +2.77% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.56% | 10.74% | +2.82% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.06% | 13.37% | +3.69% |