FBGKX vs. JAGTX
Compare and contrast key facts about Fidelity Blue Chip Growth Fund Class K (FBGKX) and Janus Global Technology and Innovation Fund (JAGTX).
FBGKX is managed by Fidelity. It was launched on May 9, 2008. JAGTX is a passively managed fund by Janus Henderson that tracks the performance of the MSCI All Country World Information Technology Index. It was launched on Dec 31, 1998.
Performance
FBGKX vs. JAGTX - Performance Comparison
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FBGKX vs. JAGTX - 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% |
JAGTX Janus Global Technology and Innovation Fund | -10.65% | 24.86% | 47.04% | 55.16% | -37.69% | 17.39% | 51.00% | 45.08% | 0.78% | 44.62% |
Returns By Period
The year-to-date returns for both investments are quite close, with FBGKX having a -11.14% return and JAGTX slightly higher at -10.65%. Over the past 10 years, FBGKX has underperformed JAGTX with an annualized return of 18.65%, while JAGTX has yielded a comparatively higher 21.10% 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%
JAGTX
- 1D
- -1.42%
- 1M
- -10.86%
- YTD
- -10.65%
- 6M
- -9.89%
- 1Y
- 24.23%
- 3Y*
- 27.66%
- 5Y*
- 12.81%
- 10Y*
- 21.10%
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FBGKX vs. JAGTX - Expense Ratio Comparison
FBGKX has a 0.68% expense ratio, which is lower than JAGTX's 0.91% expense ratio.
Return for Risk
FBGKX vs. JAGTX — Risk / Return Rank
FBGKX
JAGTX
FBGKX vs. JAGTX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Blue Chip Growth Fund Class K (FBGKX) and Janus Global Technology and Innovation Fund (JAGTX). 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 | JAGTX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.91 | 0.94 | -0.02 |
Sortino ratioReturn per unit of downside risk | 1.44 | 1.44 | -0.01 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.20 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.21 | 1.26 | -0.05 |
Martin ratioReturn relative to average drawdown | 4.94 | 4.35 | +0.60 |
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 | JAGTX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.91 | 0.94 | -0.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.46 | 0.48 | -0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.79 | 0.86 | -0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.63 | 0.45 | +0.18 |
Correlation
The correlation between FBGKX and JAGTX is 0.94, 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. JAGTX - Dividend Comparison
FBGKX's dividend yield for the trailing twelve months is around 2.12%, less than JAGTX's 15.32% 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% |
JAGTX Janus Global Technology and Innovation Fund | 15.32% | 13.69% | 23.66% | 0.78% | 0.00% | 16.05% | 9.00% | 8.62% | 6.56% | 7.50% | 4.85% | 8.12% |
Drawdowns
FBGKX vs. JAGTX - Drawdown Comparison
The maximum FBGKX drawdown since its inception was -48.90%, smaller than the maximum JAGTX drawdown of -84.57%. Use the drawdown chart below to compare losses from any high point for FBGKX and JAGTX.
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Drawdown Indicators
| FBGKX | JAGTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -48.90% | -84.57% | +35.67% |
Max Drawdown (1Y)Largest decline over 1 year | -13.89% | -15.95% | +2.06% |
Max Drawdown (5Y)Largest decline over 5 years | -43.03% | -46.52% | +3.49% |
Max Drawdown (10Y)Largest decline over 10 years | -43.03% | -46.52% | +3.49% |
Current DrawdownCurrent decline from peak | -12.63% | -15.95% | +3.32% |
Average DrawdownAverage peak-to-trough decline | -8.43% | -40.07% | +31.64% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.61% | 4.63% | -1.02% |
Volatility
FBGKX vs. JAGTX - Volatility Comparison
The current volatility for Fidelity Blue Chip Growth Fund Class K (FBGKX) is 6.14%, while Janus Global Technology and Innovation Fund (JAGTX) has a volatility of 7.01%. This indicates that FBGKX experiences smaller price fluctuations and is considered to be less risky than JAGTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FBGKX | JAGTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.14% | 7.01% | -0.87% |
Volatility (6M)Calculated over the trailing 6-month period | 13.36% | 15.78% | -2.42% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.68% | 25.26% | -0.58% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.85% | 26.62% | -1.77% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.58% | 24.57% | -0.99% |