FBGKX vs. AMCPX
Compare and contrast key facts about Fidelity Blue Chip Growth Fund Class K (FBGKX) and American Funds AMCAP Fund Class A (AMCPX).
FBGKX is managed by Fidelity. It was launched on May 9, 2008. AMCPX is managed by American Funds. It was launched on Jan 5, 1967.
Performance
FBGKX vs. AMCPX - Performance Comparison
Loading graphics...
FBGKX vs. AMCPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
AMCPX American Funds AMCAP Fund Class A | -11.82% | 17.68% | 21.11% | 31.04% | -28.67% | 20.57% | 21.42% | 26.35% | -4.42% | 22.08% |
Returns By Period
In the year-to-date period, FBGKX achieves a -11.14% return, which is significantly higher than AMCPX's -11.82% return. Over the past 10 years, FBGKX has outperformed AMCPX with an annualized return of 18.65%, while AMCPX has yielded a comparatively lower 10.59% annualized return.
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%
AMCPX
- 1D
- -0.37%
- 1M
- -10.12%
- YTD
- -11.82%
- 6M
- -9.34%
- 1Y
- 11.06%
- 3Y*
- 14.39%
- 5Y*
- 6.22%
- 10Y*
- 10.59%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FBGKX vs. AMCPX - Expense Ratio Comparison
FBGKX has a 0.68% expense ratio, which is higher than AMCPX's 0.65% expense ratio.
Return for Risk
FBGKX vs. AMCPX — Risk / Return Rank
FBGKX
AMCPX
FBGKX vs. AMCPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Blue Chip Growth Fund Class K (FBGKX) and American Funds AMCAP Fund Class A (AMCPX). 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.
| FBGKX | AMCPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.91 | 0.56 | +0.35 |
Sortino ratioReturn per unit of downside risk | 1.44 | 0.94 | +0.49 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.13 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.21 | 0.59 | +0.62 |
Martin ratioReturn relative to average drawdown | 4.94 | 2.42 | +2.53 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| FBGKX | AMCPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.91 | 0.56 | +0.35 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.46 | 0.33 | +0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.79 | 0.57 | +0.22 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.63 | 0.57 | +0.06 |
Correlation
The correlation between FBGKX and AMCPX is 0.94, 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
FBGKX vs. AMCPX - Dividend Comparison
FBGKX's dividend yield for the trailing twelve months is around 2.12%, less than AMCPX's 9.90% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
AMCPX American Funds AMCAP Fund Class A | 9.90% | 8.73% | 8.19% | 3.26% | 7.54% | 3.43% | 3.88% | 4.90% | 7.84% | 5.37% | 3.81% | 8.86% |
Drawdowns
FBGKX vs. AMCPX - Drawdown Comparison
The maximum FBGKX drawdown since its inception was -48.90%, smaller than the maximum AMCPX drawdown of -62.37%. Use the drawdown chart below to compare losses from any high point for FBGKX and AMCPX.
Loading graphics...
Drawdown Indicators
| FBGKX | AMCPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -48.90% | -62.37% | +13.47% |
Max Drawdown (1Y)Largest decline over 1 year | -13.89% | -14.18% | +0.29% |
Max Drawdown (5Y)Largest decline over 5 years | -43.03% | -36.90% | -6.13% |
Max Drawdown (10Y)Largest decline over 10 years | -43.03% | -36.90% | -6.13% |
Current DrawdownCurrent decline from peak | -12.63% | -14.18% | +1.55% |
Average DrawdownAverage peak-to-trough decline | -8.43% | -9.60% | +1.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.61% | 3.47% | +0.14% |
Volatility
FBGKX vs. AMCPX - Volatility Comparison
Fidelity Blue Chip Growth Fund Class K (FBGKX) has a higher volatility of 6.14% compared to American Funds AMCAP Fund Class A (AMCPX) at 5.26%. This indicates that FBGKX's price experiences larger fluctuations and is considered to be riskier than AMCPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| FBGKX | AMCPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.14% | 5.26% | +0.88% |
Volatility (6M)Calculated over the trailing 6-month period | 13.36% | 11.06% | +2.30% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.68% | 19.60% | +5.08% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.85% | 19.12% | +5.73% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.58% | 18.63% | +4.95% |