FBCVX vs. FBCGX
Compare and contrast key facts about Fidelity Blue Chip Value Fund (FBCVX) and Fidelity Blue Chip Growth K6 Fund (FBCGX).
FBCVX is managed by Fidelity. It was launched on Jun 17, 2003. FBCGX is managed by Fidelity. It was launched on May 25, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FBCVX or FBCGX.
Key characteristics
| FBCVX | FBCGX | |
|---|---|---|
| YTD Return | 2.61% | 23.25% |
| 1Y Return | 7.21% | 34.32% |
| 3Y Return (Ann) | 6.01% | 7.29% |
| 5Y Return (Ann) | 7.58% | 21.55% |
| Sharpe Ratio | 0.69 | 1.79 |
| Daily Std Dev | 12.18% | 19.54% |
| Max Drawdown | -63.06% | -42.55% |
| Current Drawdown | -7.53% | -5.57% |
Correlation
The correlation between FBCVX and FBCGX is 0.59, 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.
Performance
FBCVX vs. FBCGX - Performance Comparison
In the year-to-date period, FBCVX achieves a 2.61% return, which is significantly lower than FBCGX's 23.25% return. 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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FBCVX vs. FBCGX - Expense Ratio Comparison
FBCVX has a 0.63% expense ratio, which is higher than FBCGX's 0.45% expense ratio.
Risk-Adjusted Performance
FBCVX vs. FBCGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Blue Chip Value Fund (FBCVX) and Fidelity Blue Chip Growth K6 Fund (FBCGX). 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
FBCVX vs. FBCGX - Dividend Comparison
FBCVX's dividend yield for the trailing twelve months is around 2.02%, more than FBCGX's 0.10% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FBCVX Fidelity Blue Chip Value Fund | 2.02% | 3.64% | 2.59% | 1.26% | 1.07% | 1.75% | 2.12% | 1.11% | 1.05% | 1.77% | 1.39% | 0.60% |
FBCGX Fidelity Blue Chip Growth K6 Fund | 0.10% | 0.26% | 0.12% | 6.71% | 1.26% | 0.28% | 0.46% | 0.13% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FBCVX vs. FBCGX - Drawdown Comparison
The maximum FBCVX drawdown since its inception was -63.06%, which is greater than FBCGX's maximum drawdown of -42.55%. Use the drawdown chart below to compare losses from any high point for FBCVX and FBCGX. For additional features, visit the drawdowns tool.
Volatility
FBCVX vs. FBCGX - Volatility Comparison
The current volatility for Fidelity Blue Chip Value Fund (FBCVX) is 5.97%, while Fidelity Blue Chip Growth K6 Fund (FBCGX) has a volatility of 7.28%. This indicates that FBCVX experiences smaller price fluctuations and is considered to be less risky than FBCGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.