FBGRX vs. FXNAX
Compare and contrast key facts about Fidelity Blue Chip Growth Fund (FBGRX) and Fidelity U.S. Bond Index Fund (FXNAX).
FBGRX is managed by Fidelity. It was launched on Dec 31, 1987. FXNAX is managed by Fidelity.
Performance
FBGRX vs. FXNAX - Performance Comparison
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FBGRX vs. FXNAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FBGRX Fidelity Blue Chip Growth Fund | -5.77% | 19.91% | 39.77% | 55.61% | -38.45% | 22.64% | 62.20% | 33.43% | 1.02% | 36.01% |
FXNAX Fidelity U.S. Bond Index Fund | 0.05% | 7.14% | 1.35% | 5.82% | -13.55% | -2.10% | 7.63% | 8.50% | 0.04% | 3.50% |
Returns By Period
In the year-to-date period, FBGRX achieves a -5.77% return, which is significantly lower than FXNAX's 0.05% return. Over the past 10 years, FBGRX has outperformed FXNAX with an annualized return of 19.25%, while FXNAX has yielded a comparatively lower 1.57% annualized 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%
FXNAX
- 1D
- 0.00%
- 1M
- -1.19%
- YTD
- 0.05%
- 6M
- 0.69%
- 1Y
- 4.12%
- 3Y*
- 3.63%
- 5Y*
- 0.16%
- 10Y*
- 1.57%
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FBGRX vs. FXNAX - Expense Ratio Comparison
FBGRX has a 0.79% expense ratio, which is higher than FXNAX's 0.03% expense ratio.
Return for Risk
FBGRX vs. FXNAX — Risk / Return Rank
FBGRX
FXNAX
FBGRX vs. FXNAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Blue Chip Growth Fund (FBGRX) and Fidelity U.S. Bond Index Fund (FXNAX). 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.
| FBGRX | FXNAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.15 | 0.93 | +0.22 |
Sortino ratioReturn per unit of downside risk | 1.75 | 1.34 | +0.41 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.16 | +0.09 |
Calmar ratioReturn relative to maximum drawdown | 2.16 | 1.59 | +0.56 |
Martin ratioReturn relative to average drawdown | 8.46 | 4.47 | +3.99 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FBGRX | FXNAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.15 | 0.93 | +0.22 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.49 | 0.03 | +0.46 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.82 | 0.32 | +0.50 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.65 | 0.45 | +0.20 |
Correlation
The correlation between FBGRX and FXNAX is -0.11. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
FBGRX vs. FXNAX - Dividend Comparison
FBGRX's dividend yield for the trailing twelve months is around 2.02%, less than FXNAX's 3.66% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
FXNAX Fidelity U.S. Bond Index Fund | 3.66% | 3.58% | 3.40% | 3.15% | 1.81% | 1.74% | 2.92% | 2.68% | 2.74% | 2.57% | 2.76% | 2.52% |
Drawdowns
FBGRX vs. FXNAX - Drawdown Comparison
The maximum FBGRX drawdown since its inception was -58.64%, which is greater than FXNAX's maximum drawdown of -19.51%. Use the drawdown chart below to compare losses from any high point for FBGRX and FXNAX.
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Drawdown Indicators
| FBGRX | FXNAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.64% | -19.51% | -39.13% |
Max Drawdown (1Y)Largest decline over 1 year | -12.65% | -2.71% | -9.94% |
Max Drawdown (5Y)Largest decline over 5 years | -43.08% | -18.54% | -24.54% |
Max Drawdown (10Y)Largest decline over 10 years | -43.08% | -19.51% | -23.57% |
Current DrawdownCurrent decline from peak | -7.36% | -3.23% | -4.13% |
Average DrawdownAverage peak-to-trough decline | -12.58% | -3.87% | -8.71% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.54% | 0.97% | +2.57% |
Volatility
FBGRX vs. FXNAX - Volatility Comparison
Fidelity Blue Chip Growth Fund (FBGRX) has a higher volatility of 7.94% compared to Fidelity U.S. Bond Index Fund (FXNAX) at 1.64%. This indicates that FBGRX's price experiences larger fluctuations and is considered to be riskier than FXNAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FBGRX | FXNAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.94% | 1.64% | +6.30% |
Volatility (6M)Calculated over the trailing 6-month period | 14.15% | 2.61% | +11.54% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.02% | 4.35% | +20.67% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.93% | 6.04% | +18.89% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.63% | 4.99% | +18.64% |