FBGKX vs. FNILX
Compare and contrast key facts about Fidelity Blue Chip Growth Fund Class K (FBGKX) and Fidelity ZERO Large Cap Index Fund (FNILX).
FBGKX is managed by Fidelity. It was launched on May 9, 2008. FNILX is managed by Fidelity.
Performance
FBGKX vs. FNILX - Performance Comparison
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FBGKX vs. FNILX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
FBGKX Fidelity Blue Chip Growth Fund Class K | -11.14% | 19.99% | 39.87% | 55.76% | -38.40% | 22.74% | 62.35% | 33.56% | -16.04% |
FNILX Fidelity ZERO Large Cap Index Fund | -7.30% | 17.81% | 25.47% | 27.45% | -19.37% | 26.67% | 21.13% | 31.79% | -13.60% |
Returns By Period
In the year-to-date period, FBGKX achieves a -11.14% return, which is significantly lower than FNILX's -7.30% 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%
FNILX
- 1D
- -0.35%
- 1M
- -7.60%
- YTD
- -7.30%
- 6M
- -5.00%
- 1Y
- 14.41%
- 3Y*
- 17.43%
- 5Y*
- 11.17%
- 10Y*
- —
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FBGKX vs. FNILX - Expense Ratio Comparison
FBGKX has a 0.68% expense ratio, which is higher than FNILX's 0.00% expense ratio.
Return for Risk
FBGKX vs. FNILX — Risk / Return Rank
FBGKX
FNILX
FBGKX vs. FNILX - 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 ZERO Large Cap Index Fund (FNILX). 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 | FNILX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.91 | 0.83 | +0.09 |
Sortino ratioReturn per unit of downside risk | 1.44 | 1.28 | +0.15 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.20 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.21 | 1.04 | +0.17 |
Martin ratioReturn relative to average drawdown | 4.94 | 5.01 | -0.07 |
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 | FNILX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.91 | 0.83 | +0.09 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.46 | 0.65 | -0.20 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.79 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.63 | 0.64 | -0.01 |
Correlation
The correlation between FBGKX and FNILX is 0.91, 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. FNILX - Dividend Comparison
FBGKX's dividend yield for the trailing twelve months is around 2.12%, more than FNILX's 1.09% 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% |
FNILX Fidelity ZERO Large Cap Index Fund | 1.09% | 1.01% | 1.09% | 1.34% | 1.53% | 0.95% | 1.20% | 1.17% | 0.53% | 0.00% | 0.00% | 0.00% |
Drawdowns
FBGKX vs. FNILX - Drawdown Comparison
The maximum FBGKX drawdown since its inception was -48.90%, which is greater than FNILX's maximum drawdown of -33.76%. Use the drawdown chart below to compare losses from any high point for FBGKX and FNILX.
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Drawdown Indicators
| FBGKX | FNILX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -48.90% | -33.76% | -15.14% |
Max Drawdown (1Y)Largest decline over 1 year | -13.89% | -12.18% | -1.71% |
Max Drawdown (5Y)Largest decline over 5 years | -43.03% | -25.40% | -17.63% |
Max Drawdown (10Y)Largest decline over 10 years | -43.03% | — | — |
Current DrawdownCurrent decline from peak | -12.63% | -9.01% | -3.62% |
Average DrawdownAverage peak-to-trough decline | -8.43% | -5.47% | -2.96% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.61% | 2.54% | +1.07% |
Volatility
FBGKX vs. FNILX - Volatility Comparison
Fidelity Blue Chip Growth Fund Class K (FBGKX) has a higher volatility of 6.14% compared to Fidelity ZERO Large Cap Index Fund (FNILX) at 4.23%. This indicates that FBGKX's price experiences larger fluctuations and is considered to be riskier than FNILX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FBGKX | FNILX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.14% | 4.23% | +1.91% |
Volatility (6M)Calculated over the trailing 6-month period | 13.36% | 9.14% | +4.22% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.68% | 18.26% | +6.42% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.85% | 17.22% | +7.63% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.58% | 20.17% | +3.41% |