FBGKX vs. FOCKX

In the year-to-date period, FBGKX achieves a -3.23% return, which is significantly higher than FOCKX's -4.13% return. Over the past 10 years, FBGKX has outperformed FOCKX with an annualized return of 17.00%, while FOCKX has yielded a comparatively lower 9.94% 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 0.38, which is higher than the FOCKX Sharpe Ratio of -0.19. 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 6.20%, less than FOCKX's 13.90% yield.

The maximum FBGKX drawdown since its inception was -48.88%, 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.

Fidelity Blue Chip Growth Fund Class K (FBGKX) has a higher volatility of 6.52% compared to Fidelity OTC Portfolio Class K (FOCKX) at 5.55%. This indicates that FBGKX's price experiences larger fluctuations and is considered to be riskier than FOCKX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.