FBGRX vs. FXAIX
Compare and contrast key facts about Fidelity Blue Chip Growth Fund (FBGRX) and Fidelity 500 Index Fund (FXAIX).
FBGRX is managed by Fidelity. It was launched on Dec 31, 1987. FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FBGRX or FXAIX.
Performance
FBGRX vs. FXAIX - Performance Comparison
Returns By Period
In the year-to-date period, FBGRX achieves a 36.05% return, which is significantly higher than FXAIX's 26.26% return. Over the past 10 years, FBGRX has outperformed FXAIX with an annualized return of 13.86%, while FXAIX has yielded a comparatively lower 13.07% annualized return.
FBGRX
36.05%
2.56%
13.70%
43.22%
18.14%
13.86%
FXAIX
26.26%
1.79%
13.68%
32.38%
15.71%
13.07%
Key characteristics
| FBGRX | FXAIX | |
|---|---|---|
| Sharpe Ratio | 2.27 | 2.69 |
| Sortino Ratio | 2.96 | 3.59 |
| Omega Ratio | 1.41 | 1.50 |
| Calmar Ratio | 2.51 | 3.90 |
| Martin Ratio | 11.03 | 17.53 |
| Ulcer Index | 3.98% | 1.88% |
| Daily Std Dev | 19.32% | 12.24% |
| Max Drawdown | -57.42% | -33.79% |
| Current Drawdown | -1.18% | -0.81% |
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FBGRX vs. FXAIX - Expense Ratio Comparison
FBGRX has a 0.79% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Correlation
The correlation between FBGRX and FXAIX is 0.90, 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. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Blue Chip Growth Fund (FBGRX) and Fidelity 500 Index Fund (FXAIX). 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. FXAIX - Dividend Comparison
FBGRX's dividend yield for the trailing twelve months is around 0.20%, less than FXAIX's 1.22% 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% |
FXAIX Fidelity 500 Index Fund | 1.22% | 1.45% | 1.69% | 1.22% | 1.60% | 1.95% | 2.07% | 1.81% | 2.01% | 2.56% | 2.63% | 1.84% |
Drawdowns
FBGRX vs. FXAIX - Drawdown Comparison
The maximum FBGRX drawdown since its inception was -57.42%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for FBGRX and FXAIX. For additional features, visit the drawdowns tool.
Volatility
FBGRX vs. FXAIX - Volatility Comparison
Fidelity Blue Chip Growth Fund (FBGRX) has a higher volatility of 5.55% compared to Fidelity 500 Index Fund (FXAIX) at 3.95%. This indicates that FBGRX's price experiences larger fluctuations and is considered to be riskier than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.