FBGKX vs. FBGRX
Compare and contrast key facts about Fidelity Blue Chip Growth Fund Class K (FBGKX) and Fidelity Blue Chip Growth Fund (FBGRX).
FBGKX is managed by Fidelity. It was launched on May 9, 2008. FBGRX is managed by Fidelity. It was launched on Dec 31, 1987.
Performance
FBGKX vs. FBGRX - Performance Comparison
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FBGKX vs. FBGRX - 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% |
FBGRX Fidelity Blue Chip Growth Fund | -11.15% | 19.91% | 39.77% | 55.61% | -38.45% | 22.64% | 62.20% | 33.43% | 1.02% | 36.01% |
Returns By Period
The year-to-date returns for both stocks are quite close, with FBGKX having a -11.14% return and FBGRX slightly lower at -11.15%. Both investments have delivered pretty close results over the past 10 years, with FBGKX having a 18.65% annualized return and FBGRX not far behind at 18.55%.
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%
FBGRX
- 1D
- -1.17%
- 1M
- -8.97%
- YTD
- -11.15%
- 6M
- -8.04%
- 1Y
- 22.53%
- 3Y*
- 24.68%
- 5Y*
- 11.15%
- 10Y*
- 18.55%
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FBGKX vs. FBGRX - Expense Ratio Comparison
FBGKX has a 0.68% expense ratio, which is lower than FBGRX's 0.79% expense ratio.
Return for Risk
FBGKX vs. FBGRX — Risk / Return Rank
FBGKX
FBGRX
FBGKX vs. FBGRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Blue Chip Growth Fund Class K (FBGKX) and Fidelity Blue Chip Growth Fund (FBGRX). 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 | FBGRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.91 | 0.91 | +0.01 |
Sortino ratioReturn per unit of downside risk | 1.44 | 1.43 | +0.01 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.20 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.21 | 1.36 | -0.15 |
Martin ratioReturn relative to average drawdown | 4.94 | 5.44 | -0.50 |
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
| FBGKX | FBGRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.91 | 0.91 | +0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.46 | 0.45 | 0.00 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.79 | 0.79 | 0.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.63 | 0.64 | -0.01 |
Correlation
The correlation between FBGKX and FBGRX is 1.00, 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. FBGRX - Dividend Comparison
FBGKX's dividend yield for the trailing twelve months is around 2.12%, which matches FBGRX's 2.14% 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% |
FBGRX Fidelity Blue Chip Growth Fund | 2.14% | 1.90% | 5.95% | 0.93% | 0.57% | 8.73% | 6.40% | 3.70% | 6.32% | 4.23% | 4.05% | 5.30% |
Drawdowns
FBGKX vs. FBGRX - Drawdown Comparison
The maximum FBGKX drawdown since its inception was -48.90%, smaller than the maximum FBGRX drawdown of -58.64%. Use the drawdown chart below to compare losses from any high point for FBGKX and FBGRX.
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Drawdown Indicators
| FBGKX | FBGRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -48.90% | -58.64% | +9.74% |
Max Drawdown (1Y)Largest decline over 1 year | -13.89% | -13.89% | 0.00% |
Max Drawdown (5Y)Largest decline over 5 years | -43.03% | -43.08% | +0.05% |
Max Drawdown (10Y)Largest decline over 10 years | -43.03% | -43.08% | +0.05% |
Current DrawdownCurrent decline from peak | -12.63% | -12.65% | +0.02% |
Average DrawdownAverage peak-to-trough decline | -8.43% | -12.58% | +4.15% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.61% | 3.47% | +0.14% |
Volatility
FBGKX vs. FBGRX - Volatility Comparison
Fidelity Blue Chip Growth Fund Class K (FBGKX) and Fidelity Blue Chip Growth Fund (FBGRX) have volatilities of 6.14% and 6.13%, 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
| FBGKX | FBGRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.14% | 6.13% | +0.01% |
Volatility (6M)Calculated over the trailing 6-month period | 13.36% | 13.36% | 0.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.68% | 24.63% | +0.05% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.85% | 24.86% | -0.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.58% | 23.59% | -0.01% |