FBCVX vs. FBCGX

In the year-to-date period, FBCVX achieves a -0.88% return, which is significantly higher than FBCGX's -2.42% return.

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FBCVX has a 0.63% expense ratio, which is higher than FBCGX's 0.45% expense ratio.

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.

The current FBCVX Sharpe Ratio is -0.67, which is lower than the FBCGX Sharpe Ratio of 0.50. The chart below compares the historical Sharpe Ratios of FBCVX and FBCGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FBCVX's dividend yield for the trailing twelve months is around 1.78%, more than FBCGX's 0.63% yield.

The maximum FBCVX drawdown since its inception was -63.06%, which is greater than FBCGX's maximum drawdown of -42.92%. Use the drawdown chart below to compare losses from any high point for FBCVX and FBCGX. For additional features, visit the drawdowns tool.

The current volatility for Fidelity Blue Chip Value Fund (FBCVX) is 4.28%, while Fidelity Blue Chip Growth K6 Fund (FBCGX) has a volatility of 8.37%. 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.