FBCVX vs. FZROX
Compare and contrast key facts about Fidelity Blue Chip Value Fund (FBCVX) and Fidelity ZERO Total Market Index Fund (FZROX).
FBCVX is managed by Fidelity. It was launched on Jun 17, 2003. FZROX is managed by Fidelity.
Performance
FBCVX vs. FZROX - Performance Comparison
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FBCVX vs. FZROX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
FBCVX Fidelity Blue Chip Value Fund | -2.79% | 11.14% | 4.91% | 7.07% | 1.54% | 25.04% | -4.72% | 21.71% | -10.69% |
FZROX Fidelity ZERO Total Market Index Fund | -6.77% | 17.23% | 23.94% | 26.20% | -19.21% | 26.00% | 20.51% | 31.15% | -12.72% |
Returns By Period
In the year-to-date period, FBCVX achieves a -2.79% return, which is significantly higher than FZROX's -6.77% 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%
FZROX
- 1D
- -0.45%
- 1M
- -7.71%
- YTD
- -6.77%
- 6M
- -4.49%
- 1Y
- 14.82%
- 3Y*
- 16.81%
- 5Y*
- 10.36%
- 10Y*
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FBCVX vs. FZROX - Expense Ratio Comparison
FBCVX has a 0.63% expense ratio, which is higher than FZROX's 0.00% expense ratio.
Return for Risk
FBCVX vs. FZROX — Risk / Return Rank
FBCVX
FZROX
FBCVX vs. FZROX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Blue Chip Value Fund (FBCVX) and Fidelity ZERO Total Market Index Fund (FZROX). 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 | FZROX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.54 | 0.84 | -0.30 |
Sortino ratioReturn per unit of downside risk | 0.83 | 1.30 | -0.46 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.20 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 0.70 | 1.05 | -0.35 |
Martin ratioReturn relative to average drawdown | 2.43 | 5.11 | -2.69 |
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 | FZROX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.54 | 0.84 | -0.30 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.52 | 0.60 | -0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.44 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.30 | 0.61 | -0.31 |
Correlation
The correlation between FBCVX and FZROX is 0.77, 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. FZROX - Dividend Comparison
FBCVX's dividend yield for the trailing twelve months is around 3.03%, more than FZROX's 1.10% 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% |
FZROX Fidelity ZERO Total Market Index Fund | 1.10% | 1.02% | 1.16% | 1.36% | 1.57% | 1.25% | 1.27% | 1.51% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FBCVX vs. FZROX - Drawdown Comparison
The maximum FBCVX drawdown since its inception was -63.75%, which is greater than FZROX's maximum drawdown of -34.96%. Use the drawdown chart below to compare losses from any high point for FBCVX and FZROX.
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Drawdown Indicators
| FBCVX | FZROX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.75% | -34.96% | -28.79% |
Max Drawdown (1Y)Largest decline over 1 year | -9.29% | -12.44% | +3.15% |
Max Drawdown (5Y)Largest decline over 5 years | -14.82% | -25.12% | +10.30% |
Max Drawdown (10Y)Largest decline over 10 years | -41.65% | — | — |
Current DrawdownCurrent decline from peak | -9.29% | -8.89% | -0.40% |
Average DrawdownAverage peak-to-trough decline | -10.76% | -5.61% | -5.15% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.69% | 2.56% | +0.13% |
Volatility
FBCVX vs. FZROX - Volatility Comparison
Fidelity Blue Chip Value Fund (FBCVX) and Fidelity ZERO Total Market Index Fund (FZROX) have volatilities of 4.42% and 4.41%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FBCVX | FZROX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.42% | 4.41% | +0.01% |
Volatility (6M)Calculated over the trailing 6-month period | 8.92% | 9.34% | -0.42% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.38% | 18.49% | -4.11% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.56% | 17.40% | -3.84% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.06% | 20.25% | -3.19% |