FBGKX vs. AMCPX

In the year-to-date period, FBGKX achieves a -12.44% return, which is significantly lower than AMCPX's -5.90% return. Over the past 10 years, FBGKX has outperformed AMCPX with an annualized return of 15.95%, while AMCPX has yielded a comparatively lower 3.84% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

FBGKX has a 0.68% expense ratio, which is higher than AMCPX's 0.65% expense ratio.

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.

The current FBGKX Sharpe Ratio is 0.35, which is higher than the AMCPX Sharpe Ratio of -0.03. The chart below compares the historical Sharpe Ratios of FBGKX and AMCPX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FBGKX's dividend yield for the trailing twelve months is around 6.85%, more than AMCPX's 0.41% yield.

The maximum FBGKX drawdown since its inception was -48.63%, smaller than the maximum AMCPX drawdown of -52.11%. Use the drawdown chart below to compare losses from any high point for FBGKX and AMCPX. For additional features, visit the drawdowns tool.

Fidelity Blue Chip Growth Fund Class K (FBGKX) has a higher volatility of 18.29% compared to American Funds AMCAP Fund Class A (AMCPX) at 14.34%. 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.