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FBGRX vs. FDSVX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

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.


-0.50.00.51.00.9

Performance

FBGRX vs. FDSVX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Blue Chip Growth Fund (FBGRX) and Fidelity Growth Discovery Fund (FDSVX). The values are adjusted to include any dividend payments, if applicable.

-10.00%-5.00%0.00%5.00%10.00%AugustSeptemberOctoberNovemberDecember2025
5.97%
-5.29%
FBGRX
FDSVX

Key characteristics

Sharpe Ratio

FBGRX:

1.63

FDSVX:

0.88

Sortino Ratio

FBGRX:

2.17

FDSVX:

1.18

Omega Ratio

FBGRX:

1.29

FDSVX:

1.18

Calmar Ratio

FBGRX:

2.23

FDSVX:

1.01

Martin Ratio

FBGRX:

6.78

FDSVX:

2.45

Ulcer Index

FBGRX:

4.95%

FDSVX:

6.71%

Daily Std Dev

FBGRX:

20.62%

FDSVX:

18.76%

Max Drawdown

FBGRX:

-55.96%

FDSVX:

-59.06%

Current Drawdown

FBGRX:

-2.83%

FDSVX:

-8.33%

Returns By Period

In the year-to-date period, FBGRX achieves a 1.94% return, which is significantly lower than FDSVX's 2.43% return. Over the past 10 years, FBGRX has outperformed FDSVX with an annualized return of 13.78%, while FDSVX has yielded a comparatively lower 10.54% annualized return.


FBGRX

YTD

1.94%

1M

0.82%

6M

7.72%

1Y

29.76%

5Y*

15.26%

10Y*

13.78%

FDSVX

YTD

2.43%

1M

-0.54%

6M

-4.03%

1Y

13.30%

5Y*

8.63%

10Y*

10.54%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


FBGRX vs. FDSVX - Expense Ratio Comparison

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


FBGRX
Fidelity Blue Chip Growth Fund
Expense ratio chart for FBGRX: current value at 0.79% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.79%
Expense ratio chart for FDSVX: current value at 0.77% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.77%

Risk-Adjusted Performance

FBGRX vs. FDSVX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FBGRX
The Risk-Adjusted Performance Rank of FBGRX is 7676
Overall Rank
The Sharpe Ratio Rank of FBGRX is 7676
Sharpe Ratio Rank
The Sortino Ratio Rank of FBGRX is 7474
Sortino Ratio Rank
The Omega Ratio Rank of FBGRX is 7575
Omega Ratio Rank
The Calmar Ratio Rank of FBGRX is 8484
Calmar Ratio Rank
The Martin Ratio Rank of FBGRX is 6969
Martin Ratio Rank

FDSVX
The Risk-Adjusted Performance Rank of FDSVX is 4343
Overall Rank
The Sharpe Ratio Rank of FDSVX is 4040
Sharpe Ratio Rank
The Sortino Ratio Rank of FDSVX is 3838
Sortino Ratio Rank
The Omega Ratio Rank of FDSVX is 4343
Omega Ratio Rank
The Calmar Ratio Rank of FDSVX is 6464
Calmar Ratio Rank
The Martin Ratio Rank of FDSVX is 3131
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.


Sharpe ratio
The chart of Sharpe ratio for FBGRX, currently valued at 1.63, compared to the broader market-1.000.001.002.003.004.001.630.88
The chart of Sortino ratio for FBGRX, currently valued at 2.17, compared to the broader market0.005.0010.002.171.18
The chart of Omega ratio for FBGRX, currently valued at 1.29, compared to the broader market1.002.003.004.001.291.18
The chart of Calmar ratio for FBGRX, currently valued at 2.23, compared to the broader market0.005.0010.0015.0020.002.231.01
The chart of Martin ratio for FBGRX, currently valued at 6.78, compared to the broader market0.0020.0040.0060.0080.006.782.45
FBGRX
FDSVX

The current FBGRX Sharpe Ratio is 1.63, which is higher than the FDSVX Sharpe Ratio of 0.88. 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.


Rolling 12-month Sharpe Ratio1.001.502.002.50AugustSeptemberOctoberNovemberDecember2025
1.63
0.88
FBGRX
FDSVX

Dividends

FBGRX vs. FDSVX - Dividend Comparison

FBGRX's dividend yield for the trailing twelve months is around 0.23%, while FDSVX has not paid dividends to shareholders.


TTM20242023202220212020201920182017201620152014
FBGRX
Fidelity Blue Chip Growth Fund
0.23%0.23%0.00%0.00%0.00%0.00%0.00%0.12%0.09%0.22%5.07%6.08%
FDSVX
Fidelity Growth Discovery Fund
0.00%0.00%0.05%0.02%0.24%0.03%0.05%0.20%0.15%0.09%0.23%0.19%

Drawdowns

FBGRX vs. FDSVX - Drawdown Comparison

The maximum FBGRX drawdown since its inception was -55.96%, smaller than the maximum FDSVX drawdown of -59.06%. Use the drawdown chart below to compare losses from any high point for FBGRX and FDSVX. For additional features, visit the drawdowns tool.


-15.00%-10.00%-5.00%0.00%AugustSeptemberOctoberNovemberDecember2025
-2.83%
-8.33%
FBGRX
FDSVX

Volatility

FBGRX vs. FDSVX - Volatility Comparison

Fidelity Blue Chip Growth Fund (FBGRX) and Fidelity Growth Discovery Fund (FDSVX) have volatilities of 6.50% and 6.47%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%12.00%AugustSeptemberOctoberNovemberDecember2025
6.50%
6.47%
FBGRX
FDSVX
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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