FBGKX vs. FXAIX
Compare and contrast key facts about Fidelity Blue Chip Growth Fund Class K (FBGKX) and Fidelity 500 Index Fund (FXAIX).
FBGKX is managed by Fidelity. It was launched on May 9, 2008. FXAIX is a passively managed fund by Fidelity that tracks the performance of the S&P 500 Index. It was launched on Feb 17, 1988.
Performance
FBGKX vs. FXAIX - Performance Comparison
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FBGKX vs. FXAIX - 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% |
FXAIX Fidelity 500 Index Fund | -7.05% | 17.84% | 25.01% | 26.29% | -18.14% | 28.71% | 18.42% | 31.48% | -4.43% | 21.82% |
Returns By Period
In the year-to-date period, FBGKX achieves a -11.14% return, which is significantly lower than FXAIX's -7.05% return. Over the past 10 years, FBGKX has outperformed FXAIX with an annualized return of 18.65%, while FXAIX has yielded a comparatively lower 13.75% annualized 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%
FXAIX
- 1D
- -0.39%
- 1M
- -7.68%
- YTD
- -7.05%
- 6M
- -4.59%
- 1Y
- 14.42%
- 3Y*
- 17.17%
- 5Y*
- 11.40%
- 10Y*
- 13.75%
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FBGKX vs. FXAIX - Expense Ratio Comparison
FBGKX has a 0.68% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Return for Risk
FBGKX vs. FXAIX — Risk / Return Rank
FBGKX
FXAIX
FBGKX vs. FXAIX - 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 500 Index Fund (FXAIX). 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 | FXAIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.91 | 0.84 | +0.08 |
Sortino ratioReturn per unit of downside risk | 1.44 | 1.30 | +0.14 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.20 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.21 | 1.05 | +0.16 |
Martin ratioReturn relative to average drawdown | 4.94 | 5.13 | -0.18 |
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 | FXAIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.91 | 0.84 | +0.08 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.46 | 0.68 | -0.22 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.79 | 0.77 | +0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.63 | 0.75 | -0.12 |
Correlation
The correlation between FBGKX and FXAIX 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. FXAIX - Dividend Comparison
FBGKX's dividend yield for the trailing twelve months is around 2.12%, more than FXAIX's 1.20% 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% |
FXAIX Fidelity 500 Index Fund | 1.20% | 1.11% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 2.06% | 2.72% | 1.97% | 2.52% | 2.83% |
Drawdowns
FBGKX vs. FXAIX - Drawdown Comparison
The maximum FBGKX drawdown since its inception was -48.90%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for FBGKX and FXAIX.
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Drawdown Indicators
| FBGKX | FXAIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -48.90% | -33.79% | -15.11% |
Max Drawdown (1Y)Largest decline over 1 year | -13.89% | -12.13% | -1.76% |
Max Drawdown (5Y)Largest decline over 5 years | -43.03% | -24.50% | -18.53% |
Max Drawdown (10Y)Largest decline over 10 years | -43.03% | -33.79% | -9.24% |
Current DrawdownCurrent decline from peak | -12.63% | -8.89% | -3.74% |
Average DrawdownAverage peak-to-trough decline | -8.43% | -3.83% | -4.60% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.61% | 2.50% | +1.11% |
Volatility
FBGKX vs. FXAIX - Volatility Comparison
Fidelity Blue Chip Growth Fund Class K (FBGKX) has a higher volatility of 6.14% compared to Fidelity 500 Index Fund (FXAIX) at 4.24%. This indicates that FBGKX's price experiences larger fluctuations and is considered to be riskier than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FBGKX | FXAIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.14% | 4.24% | +1.90% |
Volatility (6M)Calculated over the trailing 6-month period | 13.36% | 9.08% | +4.28% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.68% | 18.13% | +6.55% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.85% | 16.88% | +7.97% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.58% | 18.03% | +5.55% |