FBGKX vs. MGK

In the year-to-date period, FBGKX achieves a -3.16% return, which is significantly lower than MGK's 0.78% return. Over the past 10 years, FBGKX has outperformed MGK with an annualized return of 17.06%, while MGK has yielded a comparatively lower 16.14% annualized return.

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FBGKX has a 0.68% expense ratio, which is higher than MGK's 0.07% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Blue Chip Growth Fund Class K (FBGKX) and Vanguard Mega Cap Growth ETF (MGK). 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 0.41, which is lower than the MGK Sharpe Ratio of 0.67. The chart below compares the historical Sharpe Ratios of FBGKX and MGK, 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%, more than MGK's 0.44% yield.

The maximum FBGKX drawdown since its inception was -48.88%, roughly equal to the maximum MGK drawdown of -48.36%. Use the drawdown chart below to compare losses from any high point for FBGKX and MGK.

Fidelity Blue Chip Growth Fund Class K (FBGKX) has a higher volatility of 6.48% compared to Vanguard Mega Cap Growth ETF (MGK) at 5.97%. This indicates that FBGKX's price experiences larger fluctuations and is considered to be riskier than MGK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.