FBGRX vs. FDSVX

In the year-to-date period, FBGRX achieves a -12.15% return, which is significantly lower than FDSVX's -7.79% return. Over the past 10 years, FBGRX has underperformed FDSVX with an annualized return of 11.44%, while FDSVX has yielded a comparatively higher 14.97% annualized return.

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FBGRX has a 0.79% expense ratio, which is higher than FDSVX's 0.77% expense ratio.

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.

The current FBGRX Sharpe Ratio is -0.03, which is lower than the FDSVX Sharpe Ratio of 0.21. The chart below compares the historical Sharpe Ratios of FBGRX and FDSVX, 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 0.27%, less than FDSVX's 13.90% yield.

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.

Fidelity Blue Chip Growth Fund (FBGRX) has a higher volatility of 9.35% compared to Fidelity Growth Discovery Fund (FDSVX) at 7.46%. 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.