FBGRX vs. FCPGX

The year-to-date returns for both investments are quite close, with FBGRX having a -12.46% return and FCPGX slightly higher at -12.19%. Over the past 10 years, FBGRX has outperformed FCPGX with an annualized return of 15.89%, while FCPGX has yielded a comparatively lower 4.47% annualized return.

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FBGRX has a 0.79% expense ratio, which is lower than FCPGX's 1.00% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Blue Chip Growth Fund (FBGRX) and Fidelity Small Cap Growth Fund (FCPGX). 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 FBGRX Sharpe Ratio is 0.35, which is higher than the FCPGX Sharpe Ratio of -0.07. The chart below compares the historical Sharpe Ratios of FBGRX and FCPGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FBGRX's dividend yield for the trailing twelve months is around 6.79%, more than FCPGX's 1.09% yield.

The maximum FBGRX drawdown since its inception was -57.42%, roughly equal to the maximum FCPGX drawdown of -59.11%. Use the drawdown chart below to compare losses from any high point for FBGRX and FCPGX. For additional features, visit the drawdowns tool.

Fidelity Blue Chip Growth Fund (FBGRX) has a higher volatility of 18.29% compared to Fidelity Small Cap Growth Fund (FCPGX) at 15.22%. This indicates that FBGRX's price experiences larger fluctuations and is considered to be riskier than FCPGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.