FBGRX vs. FSPGX
Compare and contrast key facts about Fidelity Blue Chip Growth Fund (FBGRX) and Fidelity Large Cap Growth Index Fund (FSPGX).
FBGRX is managed by Fidelity. It was launched on Dec 31, 1987. FSPGX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FBGRX or FSPGX.
Key characteristics
| FBGRX | FSPGX | |
|---|---|---|
| YTD Return | 15.21% | 9.53% |
| 1Y Return | 51.69% | 38.01% |
| 3Y Return (Ann) | 8.37% | 10.13% |
| 5Y Return (Ann) | 19.01% | 17.01% |
| Sharpe Ratio | 2.81 | 2.45 |
| Daily Std Dev | 18.06% | 15.20% |
| Max Drawdown | -57.42% | -32.66% |
| Current Drawdown | -1.52% | -2.27% |
Correlation
The correlation between FBGRX and FSPGX is 0.96, 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.
Performance
FBGRX vs. FSPGX - Performance Comparison
In the year-to-date period, FBGRX achieves a 15.21% return, which is significantly higher than FSPGX's 9.53% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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FBGRX vs. FSPGX - Expense Ratio Comparison
FBGRX has a 0.79% expense ratio, which is higher than FSPGX's 0.04% expense ratio.
Risk-Adjusted Performance
FBGRX vs. FSPGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Blue Chip Growth Fund (FBGRX) and Fidelity Large Cap Growth Index Fund (FSPGX). 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. FSPGX - Dividend Comparison
FBGRX's dividend yield for the trailing twelve months is around 0.81%, more than FSPGX's 0.67% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FBGRX Fidelity Blue Chip Growth Fund | 0.81% | 0.93% | 0.57% | 8.73% | 6.40% | 3.70% | 6.32% | 4.28% | 4.05% | 5.07% | 6.08% | 7.80% |
FSPGX Fidelity Large Cap Growth Index Fund | 0.67% | 0.73% | 0.86% | 2.22% | 1.76% | 1.04% | 1.47% | 1.22% | 0.29% | 0.00% | 0.00% | 0.00% |
Drawdowns
FBGRX vs. FSPGX - Drawdown Comparison
The maximum FBGRX drawdown since its inception was -57.42%, which is greater than FSPGX's maximum drawdown of -32.66%. Use the drawdown chart below to compare losses from any high point for FBGRX and FSPGX. For additional features, visit the drawdowns tool.
Volatility
FBGRX vs. FSPGX - Volatility Comparison
Fidelity Blue Chip Growth Fund (FBGRX) has a higher volatility of 6.90% compared to Fidelity Large Cap Growth Index Fund (FSPGX) at 5.54%. This indicates that FBGRX's price experiences larger fluctuations and is considered to be riskier than FSPGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.