FBGKX vs. FOCKX

In the year-to-date period, FBGKX achieves a 34.94% return, which is significantly higher than FOCKX's 20.52% return. Over the past 10 years, FBGKX has outperformed FOCKX with an annualized return of 13.74%, while FOCKX has yielded a comparatively lower 11.32% annualized return.

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FBGKX has a 0.68% expense ratio, which is lower than FOCKX's 0.73% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Blue Chip Growth Fund Class K (FBGKX) and Fidelity OTC Portfolio Class K (FOCKX). 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 1.72, which is higher than the FOCKX Sharpe Ratio of 0.99. The chart below compares the historical Sharpe Ratios of FBGKX and FOCKX, 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 0.24%, while FOCKX has not paid dividends to shareholders.

The maximum FBGKX drawdown since its inception was -48.63%, smaller than the maximum FOCKX drawdown of -53.34%. Use the drawdown chart below to compare losses from any high point for FBGKX and FOCKX. For additional features, visit the drawdowns tool.

The current volatility for Fidelity Blue Chip Growth Fund Class K (FBGKX) is 5.42%, while Fidelity OTC Portfolio Class K (FOCKX) has a volatility of 6.09%. This indicates that FBGKX experiences smaller price fluctuations and is considered to be less risky than FOCKX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.