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FBGRX vs. FGKFX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

FBGRX vs. FGKFX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Blue Chip Growth Fund (FBGRX) and Fidelity Growth Company K6 Fund (FGKFX). The values are adjusted to include any dividend payments, if applicable.

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FBGRX vs. FGKFX - Yearly Performance Comparison


2026 (YTD)2025202420232022202120202019
FBGRX
Fidelity Blue Chip Growth Fund
-5.77%19.91%39.77%55.61%-38.45%22.64%62.20%13.51%
FGKFX
Fidelity Growth Company K6 Fund
-0.78%21.67%35.46%46.02%-32.62%22.06%68.76%15.07%

Returns By Period

In the year-to-date period, FBGRX achieves a -5.77% return, which is significantly lower than FGKFX's -0.78% return.


FBGRX

1D
1.44%
1M
-2.53%
YTD
-5.77%
6M
-3.09%
1Y
27.27%
3Y*
27.14%
5Y*
12.06%
10Y*
19.25%

FGKFX

1D
1.52%
1M
-1.61%
YTD
-0.78%
6M
-0.81%
1Y
35.56%
3Y*
27.40%
5Y*
13.51%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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FBGRX vs. FGKFX - Expense Ratio Comparison

FBGRX has a 0.79% expense ratio, which is higher than FGKFX's 0.45% expense ratio.


Return for Risk

FBGRX vs. FGKFX — Risk / Return Rank

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

FBGRX
FBGRX Risk / Return Rank: 6464
Overall Rank
FBGRX Sharpe Ratio Rank: 5454
Sharpe Ratio Rank
FBGRX Sortino Ratio Rank: 5858
Sortino Ratio Rank
FBGRX Omega Ratio Rank: 5555
Omega Ratio Rank
FBGRX Calmar Ratio Rank: 7878
Calmar Ratio Rank
FBGRX Martin Ratio Rank: 7575
Martin Ratio Rank

FGKFX
FGKFX Risk / Return Rank: 8181
Overall Rank
FGKFX Sharpe Ratio Rank: 7575
Sharpe Ratio Rank
FGKFX Sortino Ratio Rank: 7676
Sortino Ratio Rank
FGKFX Omega Ratio Rank: 7171
Omega Ratio Rank
FGKFX Calmar Ratio Rank: 9090
Calmar Ratio Rank
FGKFX Martin Ratio Rank: 9090
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

FBGRX vs. FGKFX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Blue Chip Growth Fund (FBGRX) and Fidelity Growth Company K6 Fund (FGKFX). 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.


FBGRXFGKFXDifference

Sharpe ratio

Return per unit of total volatility

1.15

1.50

-0.35

Sortino ratio

Return per unit of downside risk

1.75

2.12

-0.37

Omega ratio

Gain probability vs. loss probability

1.25

1.30

-0.05

Calmar ratio

Return relative to maximum drawdown

2.16

2.82

-0.67

Martin ratio

Return relative to average drawdown

8.46

11.06

-2.60

FBGRX vs. FGKFX - Sharpe Ratio Comparison

The current FBGRX Sharpe Ratio is 1.15, which is comparable to the FGKFX Sharpe Ratio of 1.50. The chart below compares the historical Sharpe Ratios of FBGRX and FGKFX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


FBGRXFGKFXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.15

1.50

-0.35

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.49

0.56

-0.08

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.82

Sharpe Ratio (All Time)

Calculated using the full available price history

0.65

0.84

-0.19

Correlation

The correlation between FBGRX and FGKFX is 0.98, 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.


Dividends

FBGRX vs. FGKFX - Dividend Comparison

FBGRX's dividend yield for the trailing twelve months is around 2.02%, while FGKFX has not paid dividends to shareholders.


TTM20252024202320222021202020192018201720162015
FBGRX
Fidelity Blue Chip Growth Fund
2.02%1.90%5.95%0.93%0.57%8.73%6.40%3.70%6.32%4.23%4.05%5.30%
FGKFX
Fidelity Growth Company K6 Fund
0.00%0.00%0.00%0.10%0.18%2.64%0.93%0.06%0.00%0.00%0.00%0.00%

Drawdowns

FBGRX vs. FGKFX - Drawdown Comparison

The maximum FBGRX drawdown since its inception was -58.64%, which is greater than FGKFX's maximum drawdown of -40.14%. Use the drawdown chart below to compare losses from any high point for FBGRX and FGKFX.


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Drawdown Indicators


FBGRXFGKFXDifference

Max Drawdown

Largest peak-to-trough decline

-58.64%

-40.14%

-18.50%

Max Drawdown (1Y)

Largest decline over 1 year

-12.65%

-11.40%

-1.25%

Max Drawdown (5Y)

Largest decline over 5 years

-43.08%

-40.14%

-2.94%

Max Drawdown (10Y)

Largest decline over 10 years

-43.08%

Current Drawdown

Current decline from peak

-7.36%

-5.99%

-1.37%

Average Drawdown

Average peak-to-trough decline

-12.58%

-10.24%

-2.34%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.54%

3.38%

+0.16%

Volatility

FBGRX vs. FGKFX - Volatility Comparison

Fidelity Blue Chip Growth Fund (FBGRX) and Fidelity Growth Company K6 Fund (FGKFX) have volatilities of 7.94% and 8.33%, 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.


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Volatility by Period


FBGRXFGKFXDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.94%

8.33%

-0.39%

Volatility (6M)

Calculated over the trailing 6-month period

14.15%

15.37%

-1.22%

Volatility (1Y)

Calculated over the trailing 1-year period

25.02%

25.07%

-0.05%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

24.93%

24.17%

+0.76%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

23.63%

25.92%

-2.29%