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 managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FBGKX or FXAIX.
Key characteristics
| FBGKX | FXAIX | |
|---|---|---|
| YTD Return | 30.04% | 26.96% |
| 1Y Return | 38.44% | 35.01% |
| 3Y Return (Ann) | 5.26% | 10.23% |
| 5Y Return (Ann) | 17.18% | 15.78% |
| 10Y Return (Ann) | 13.60% | 13.30% |
| Sharpe Ratio | 2.09 | 3.06 |
| Sortino Ratio | 2.71 | 4.07 |
| Omega Ratio | 1.38 | 1.58 |
| Calmar Ratio | 2.34 | 4.45 |
| Martin Ratio | 8.60 | 20.17 |
| Ulcer Index | 4.83% | 1.86% |
| Daily Std Dev | 19.86% | 12.27% |
| Max Drawdown | -48.63% | -33.79% |
| Current Drawdown | -1.79% | -0.25% |
Correlation
The correlation between FBGKX and FXAIX is 0.90, 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.
Performance
FBGKX vs. FXAIX - Performance Comparison
In the year-to-date period, FBGKX achieves a 30.04% return, which is significantly higher than FXAIX's 26.96% return. Both investments have delivered pretty close results over the past 10 years, with FBGKX having a 13.60% annualized return and FXAIX not far behind at 13.30%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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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.
Risk-Adjusted Performance
FBGKX vs. FXAIX - Risk-Adjusted Performance 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.
Dividends
FBGKX vs. FXAIX - Dividend Comparison
FBGKX's dividend yield for the trailing twelve months is around 0.25%, less than FXAIX's 1.21% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FBGKX Fidelity Blue Chip Growth Fund Class K | 0.25% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.23% | 0.18% | 0.40% | 5.19% | 6.31% | 8.07% |
FXAIX Fidelity 500 Index Fund | 1.21% | 1.45% | 1.69% | 1.22% | 1.60% | 1.95% | 2.07% | 1.81% | 2.01% | 2.56% | 2.63% | 1.84% |
Drawdowns
FBGKX vs. FXAIX - Drawdown Comparison
The maximum FBGKX drawdown since its inception was -48.63%, 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. For additional features, visit the drawdowns tool.
Volatility
FBGKX vs. FXAIX - Volatility Comparison
Fidelity Blue Chip Growth Fund Class K (FBGKX) has a higher volatility of 5.24% compared to Fidelity 500 Index Fund (FXAIX) at 3.74%. 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.