FBCVX vs. VIVIX
Compare and contrast key facts about Fidelity Blue Chip Value Fund (FBCVX) and Vanguard Value Index Fund Institutional Shares (VIVIX).
FBCVX is managed by Fidelity. It was launched on Jun 17, 2003. VIVIX is managed by Vanguard. It was launched on Jul 2, 1998.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FBCVX or VIVIX.
Performance
FBCVX vs. VIVIX - Performance Comparison
Returns By Period
In the year-to-date period, FBCVX achieves a 13.34% return, which is significantly lower than VIVIX's 22.71% return. Over the past 10 years, FBCVX has underperformed VIVIX with an annualized return of 7.57%, while VIVIX has yielded a comparatively higher 10.67% annualized return.
FBCVX
13.34%
3.90%
7.71%
18.07%
8.69%
7.57%
VIVIX
22.71%
2.67%
13.28%
30.17%
11.92%
10.67%
Key characteristics
| FBCVX | VIVIX | |
|---|---|---|
| Sharpe Ratio | 1.65 | 2.94 |
| Sortino Ratio | 2.40 | 4.12 |
| Omega Ratio | 1.29 | 1.53 |
| Calmar Ratio | 3.47 | 5.87 |
| Martin Ratio | 8.51 | 18.76 |
| Ulcer Index | 2.12% | 1.61% |
| Daily Std Dev | 10.95% | 10.28% |
| Max Drawdown | -63.06% | -59.30% |
| Current Drawdown | 0.00% | 0.00% |
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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.
Correlation
The correlation between FBCVX and VIVIX is 0.95, 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.
Risk-Adjusted Performance
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.
Dividends
FBCVX vs. VIVIX - Dividend Comparison
FBCVX's dividend yield for the trailing twelve months is around 1.48%, less than VIVIX's 2.20% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FBCVX Fidelity Blue Chip Value Fund | 1.48% | 1.53% | 1.07% | 1.26% | 1.07% | 1.48% | 1.62% | 1.09% | 1.05% | 1.77% | 1.39% | 0.60% |
VIVIX Vanguard Value Index Fund Institutional Shares | 2.20% | 2.46% | 2.52% | 2.14% | 2.56% | 2.50% | 2.73% | 2.30% | 2.46% | 2.61% | 2.23% | 2.22% |
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.
Volatility
FBCVX vs. VIVIX - Volatility Comparison
Fidelity Blue Chip Value Fund (FBCVX) and Vanguard Value Index Fund Institutional Shares (VIVIX) have volatilities of 3.65% and 3.74%, 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.