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FBCVX vs. VIVIX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between FBCVX and VIVIX 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.


-0.50.00.51.0
Correlation: 0.9

Performance

FBCVX vs. VIVIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Blue Chip Value Fund (FBCVX) and Vanguard Value Index Fund Institutional Shares (VIVIX). The values are adjusted to include any dividend payments, if applicable.

200.00%300.00%400.00%500.00%600.00%NovemberDecember2025FebruaryMarchApril
265.12%
578.74%
FBCVX
VIVIX

Key characteristics

Sharpe Ratio

FBCVX:

-0.61

VIVIX:

0.43

Sortino Ratio

FBCVX:

-0.77

VIVIX:

0.70

Omega Ratio

FBCVX:

0.90

VIVIX:

1.10

Calmar Ratio

FBCVX:

-0.50

VIVIX:

0.46

Martin Ratio

FBCVX:

-1.15

VIVIX:

1.79

Ulcer Index

FBCVX:

7.99%

VIVIX:

3.67%

Daily Std Dev

FBCVX:

15.02%

VIVIX:

15.42%

Max Drawdown

FBCVX:

-63.06%

VIVIX:

-59.30%

Current Drawdown

FBCVX:

-14.26%

VIVIX:

-8.27%

Returns By Period

In the year-to-date period, FBCVX achieves a -2.63% return, which is significantly lower than VIVIX's -2.08% return. Over the past 10 years, FBCVX has underperformed VIVIX with an annualized return of 4.65%, while VIVIX has yielded a comparatively higher 9.56% annualized return.


FBCVX

YTD

-2.63%

1M

-4.08%

6M

-7.67%

1Y

-8.92%

5Y*

10.02%

10Y*

4.65%

VIVIX

YTD

-2.08%

1M

-4.88%

6M

-3.99%

1Y

6.77%

5Y*

14.18%

10Y*

9.56%

*Annualized

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FBCVX vs. VIVIX - Expense Ratio Comparison

FBCVX has a 0.63% expense ratio, which is higher than VIVIX's 0.04% expense ratio.


Expense ratio chart for FBCVX: current value is 0.63%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
FBCVX: 0.63%
Expense ratio chart for VIVIX: current value is 0.04%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
VIVIX: 0.04%

Risk-Adjusted Performance

FBCVX vs. VIVIX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FBCVX
The Risk-Adjusted Performance Rank of FBCVX is 22
Overall Rank
The Sharpe Ratio Rank of FBCVX is 22
Sharpe Ratio Rank
The Sortino Ratio Rank of FBCVX is 11
Sortino Ratio Rank
The Omega Ratio Rank of FBCVX is 22
Omega Ratio Rank
The Calmar Ratio Rank of FBCVX is 11
Calmar Ratio Rank
The Martin Ratio Rank of FBCVX is 33
Martin Ratio Rank

VIVIX
The Risk-Adjusted Performance Rank of VIVIX is 5252
Overall Rank
The Sharpe Ratio Rank of VIVIX is 4949
Sharpe Ratio Rank
The Sortino Ratio Rank of VIVIX is 4949
Sortino Ratio Rank
The Omega Ratio Rank of VIVIX is 4949
Omega Ratio Rank
The Calmar Ratio Rank of VIVIX is 5959
Calmar Ratio Rank
The Martin Ratio Rank of VIVIX is 5454
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

FBCVX vs. VIVIX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Blue Chip Value Fund (FBCVX) and Vanguard Value Index Fund Institutional Shares (VIVIX). 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 chart of Sharpe ratio for FBCVX, currently valued at -0.61, compared to the broader market-1.000.001.002.003.00
FBCVX: -0.61
VIVIX: 0.43
The chart of Sortino ratio for FBCVX, currently valued at -0.77, compared to the broader market-2.000.002.004.006.008.00
FBCVX: -0.77
VIVIX: 0.70
The chart of Omega ratio for FBCVX, currently valued at 0.90, compared to the broader market0.501.001.502.002.503.00
FBCVX: 0.90
VIVIX: 1.10
The chart of Calmar ratio for FBCVX, currently valued at -0.50, compared to the broader market0.002.004.006.008.0010.00
FBCVX: -0.50
VIVIX: 0.46
The chart of Martin ratio for FBCVX, currently valued at -1.15, compared to the broader market0.0010.0020.0030.0040.0050.00
FBCVX: -1.15
VIVIX: 1.79

The current FBCVX Sharpe Ratio is -0.61, which is lower than the VIVIX Sharpe Ratio of 0.43. The chart below compares the historical Sharpe Ratios of FBCVX and VIVIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00NovemberDecember2025FebruaryMarchApril
-0.61
0.43
FBCVX
VIVIX

Dividends

FBCVX vs. VIVIX - Dividend Comparison

FBCVX's dividend yield for the trailing twelve months is around 1.82%, less than VIVIX's 2.38% yield.


TTM20242023202220212020201920182017201620152014
FBCVX
Fidelity Blue Chip Value Fund
1.82%1.77%1.53%1.07%1.26%1.07%1.48%1.62%1.09%1.05%1.77%1.39%
VIVIX
Vanguard Value Index Fund Institutional Shares
2.38%2.31%2.46%2.52%2.14%2.56%2.50%2.73%2.30%2.46%2.61%2.23%

Drawdowns

FBCVX vs. VIVIX - Drawdown Comparison

The maximum FBCVX drawdown since its inception was -63.06%, which is greater than VIVIX's maximum drawdown of -59.30%. Use the drawdown chart below to compare losses from any high point for FBCVX and VIVIX. For additional features, visit the drawdowns tool.


-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-14.26%
-8.27%
FBCVX
VIVIX

Volatility

FBCVX vs. VIVIX - Volatility Comparison

The current volatility for Fidelity Blue Chip Value Fund (FBCVX) is 9.19%, while Vanguard Value Index Fund Institutional Shares (VIVIX) has a volatility of 11.17%. This indicates that FBCVX experiences smaller price fluctuations and is considered to be less risky than VIVIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%12.00%NovemberDecember2025FebruaryMarchApril
9.19%
11.17%
FBCVX
VIVIX