FBCVX vs. FBGKX
Compare and contrast key facts about Fidelity Blue Chip Value Fund (FBCVX) and Fidelity Blue Chip Growth Fund Class K (FBGKX).
FBCVX is managed by Fidelity. It was launched on Jun 17, 2003. FBGKX is managed by Fidelity. It was launched on May 9, 2008.
Performance
FBCVX vs. FBGKX - Performance Comparison
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FBCVX vs. FBGKX - 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% |
FBGKX Fidelity Blue Chip Growth Fund Class K | -11.14% | 19.99% | 39.87% | 55.76% | -38.40% | 22.74% | 62.35% | 33.56% | 1.11% | 36.08% |
Returns By Period
In the year-to-date period, FBCVX achieves a -2.79% return, which is significantly higher than FBGKX's -11.14% return. Over the past 10 years, FBCVX has underperformed FBGKX with an annualized return of 7.45%, while FBGKX has yielded a comparatively higher 18.65% 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%
FBGKX
- 1D
- -1.16%
- 1M
- -8.96%
- YTD
- -11.14%
- 6M
- -8.01%
- 1Y
- 22.62%
- 3Y*
- 24.77%
- 5Y*
- 11.24%
- 10Y*
- 18.65%
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FBCVX vs. FBGKX - Expense Ratio Comparison
FBCVX has a 0.63% expense ratio, which is lower than FBGKX's 0.68% expense ratio.
Return for Risk
FBCVX vs. FBGKX — Risk / Return Rank
FBCVX
FBGKX
FBCVX vs. FBGKX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Blue Chip Value Fund (FBCVX) and Fidelity Blue Chip Growth Fund Class K (FBGKX). 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 | FBGKX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.54 | 0.91 | -0.37 |
Sortino ratioReturn per unit of downside risk | 0.83 | 1.44 | -0.60 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.21 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 0.70 | 1.21 | -0.51 |
Martin ratioReturn relative to average drawdown | 2.43 | 4.94 | -2.52 |
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 | FBGKX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.54 | 0.91 | -0.37 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.52 | 0.46 | +0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.44 | 0.79 | -0.36 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.30 | 0.63 | -0.33 |
Correlation
The correlation between FBCVX and FBGKX is 0.72, 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. FBGKX - Dividend Comparison
FBCVX's dividend yield for the trailing twelve months is around 3.03%, more than FBGKX's 2.12% 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% |
FBGKX Fidelity Blue Chip Growth Fund Class K | 2.12% | 1.89% | 6.00% | 0.93% | 0.56% | 8.77% | 6.41% | 3.70% | 6.41% | 4.26% | 4.22% | 5.36% |
Drawdowns
FBCVX vs. FBGKX - Drawdown Comparison
The maximum FBCVX drawdown since its inception was -63.75%, which is greater than FBGKX's maximum drawdown of -48.90%. Use the drawdown chart below to compare losses from any high point for FBCVX and FBGKX.
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Drawdown Indicators
| FBCVX | FBGKX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.75% | -48.90% | -14.85% |
Max Drawdown (1Y)Largest decline over 1 year | -9.29% | -13.89% | +4.60% |
Max Drawdown (5Y)Largest decline over 5 years | -14.82% | -43.03% | +28.21% |
Max Drawdown (10Y)Largest decline over 10 years | -41.65% | -43.03% | +1.38% |
Current DrawdownCurrent decline from peak | -9.29% | -12.63% | +3.34% |
Average DrawdownAverage peak-to-trough decline | -10.76% | -8.43% | -2.33% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.69% | 3.61% | -0.92% |
Volatility
FBCVX vs. FBGKX - Volatility Comparison
The current volatility for Fidelity Blue Chip Value Fund (FBCVX) is 4.42%, while Fidelity Blue Chip Growth Fund Class K (FBGKX) has a volatility of 6.14%. This indicates that FBCVX experiences smaller price fluctuations and is considered to be less risky than FBGKX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FBCVX | FBGKX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.42% | 6.14% | -1.72% |
Volatility (6M)Calculated over the trailing 6-month period | 8.92% | 13.36% | -4.44% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.38% | 24.68% | -10.30% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.56% | 24.85% | -11.29% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.06% | 23.58% | -6.52% |