FBGRX vs. FDSVX
Compare and contrast key facts about Fidelity Blue Chip Growth Fund (FBGRX) and Fidelity Growth Discovery Fund (FDSVX).
FBGRX is managed by Fidelity. It was launched on Dec 31, 1987. FDSVX is managed by Fidelity. It was launched on Mar 31, 1998.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FBGRX or FDSVX.
Performance
FBGRX vs. FDSVX - Performance Comparison
Returns By Period
In the year-to-date period, FBGRX achieves a 36.05% return, which is significantly higher than FDSVX's 18.88% return. Over the past 10 years, FBGRX has outperformed FDSVX with an annualized return of 13.86%, while FDSVX has yielded a comparatively lower 10.45% annualized return.
FBGRX
36.05%
2.56%
13.70%
43.22%
18.14%
13.86%
FDSVX
18.88%
0.03%
1.30%
24.40%
11.03%
10.45%
Key characteristics
| FBGRX | FDSVX | |
|---|---|---|
| Sharpe Ratio | 2.27 | 1.39 |
| Sortino Ratio | 2.96 | 1.76 |
| Omega Ratio | 1.41 | 1.28 |
| Calmar Ratio | 2.51 | 1.54 |
| Martin Ratio | 11.03 | 4.11 |
| Ulcer Index | 3.98% | 6.09% |
| Daily Std Dev | 19.32% | 18.02% |
| Max Drawdown | -57.42% | -59.34% |
| Current Drawdown | -1.18% | -7.04% |
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FBGRX vs. FDSVX - Expense Ratio Comparison
FBGRX has a 0.79% expense ratio, which is higher than FDSVX's 0.77% expense ratio.
Correlation
The correlation between FBGRX and FDSVX is 0.95, 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.
Risk-Adjusted Performance
FBGRX vs. FDSVX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Blue Chip Growth Fund (FBGRX) and Fidelity Growth Discovery Fund (FDSVX). 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
FBGRX vs. FDSVX - Dividend Comparison
FBGRX's dividend yield for the trailing twelve months is around 0.20%, more than FDSVX's 0.02% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FBGRX Fidelity Blue Chip Growth Fund | 0.20% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.12% | 0.09% | 0.22% | 5.07% | 6.08% | 7.80% |
FDSVX Fidelity Growth Discovery Fund | 0.02% | 0.05% | 0.02% | 0.24% | 0.03% | 0.05% | 0.20% | 0.15% | 0.09% | 0.12% | 0.10% | 0.24% |
Drawdowns
FBGRX vs. FDSVX - Drawdown Comparison
The maximum FBGRX drawdown since its inception was -57.42%, roughly equal to the maximum FDSVX drawdown of -59.34%. Use the drawdown chart below to compare losses from any high point for FBGRX and FDSVX. For additional features, visit the drawdowns tool.
Volatility
FBGRX vs. FDSVX - Volatility Comparison
Fidelity Blue Chip Growth Fund (FBGRX) has a higher volatility of 5.55% compared to Fidelity Growth Discovery Fund (FDSVX) at 4.62%. This indicates that FBGRX's price experiences larger fluctuations and is considered to be riskier than FDSVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.