FBGRX vs. TBCIX
Compare and contrast key facts about Fidelity Blue Chip Growth Fund (FBGRX) and T. Rowe Price Blue Chip Growth Fund I Class (TBCIX).
FBGRX is managed by Fidelity. It was launched on Dec 31, 1987. TBCIX is managed by T. Rowe Price.
Performance
FBGRX vs. TBCIX - Performance Comparison
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FBGRX vs. TBCIX - 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% |
TBCIX T. Rowe Price Blue Chip Growth Fund I Class | -10.48% | 18.94% | 48.73% | 49.61% | -38.48% | 18.30% | 34.90% | 30.30% | 2.13% | 36.68% |
Returns By Period
In the year-to-date period, FBGRX achieves a -5.77% return, which is significantly higher than TBCIX's -10.48% return. Over the past 10 years, FBGRX has outperformed TBCIX with an annualized return of 19.25%, while TBCIX has yielded a comparatively lower 16.19% 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%
TBCIX
- 1D
- 0.81%
- 1M
- -4.05%
- YTD
- -10.48%
- 6M
- -9.35%
- 1Y
- 15.16%
- 3Y*
- 26.71%
- 5Y*
- 10.97%
- 10Y*
- 16.19%
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FBGRX vs. TBCIX - Expense Ratio Comparison
FBGRX has a 0.79% expense ratio, which is higher than TBCIX's 0.56% expense ratio.
Return for Risk
FBGRX vs. TBCIX — Risk / Return Rank
FBGRX
TBCIX
FBGRX vs. TBCIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Blue Chip Growth Fund (FBGRX) and T. Rowe Price Blue Chip Growth Fund I Class (TBCIX). 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 | TBCIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.15 | 0.71 | +0.44 |
Sortino ratioReturn per unit of downside risk | 1.75 | 1.20 | +0.55 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.17 | +0.09 |
Calmar ratioReturn relative to maximum drawdown | 2.16 | 1.02 | +1.14 |
Martin ratioReturn relative to average drawdown | 8.46 | 3.50 | +4.96 |
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 | TBCIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.15 | 0.71 | +0.44 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.49 | 0.46 | +0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.82 | 0.71 | +0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.65 | 0.69 | -0.04 |
Correlation
The correlation between FBGRX and TBCIX 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.
Dividends
FBGRX vs. TBCIX - Dividend Comparison
FBGRX's dividend yield for the trailing twelve months is around 2.02%, less than TBCIX's 5.81% 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% |
TBCIX T. Rowe Price Blue Chip Growth Fund I Class | 5.81% | 5.20% | 18.28% | 3.47% | 5.84% | 10.03% | 1.18% | 0.59% | 2.50% | 3.05% | 0.81% | 0.00% |
Drawdowns
FBGRX vs. TBCIX - Drawdown Comparison
The maximum FBGRX drawdown since its inception was -58.64%, which is greater than TBCIX's maximum drawdown of -43.26%. Use the drawdown chart below to compare losses from any high point for FBGRX and TBCIX.
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Drawdown Indicators
| FBGRX | TBCIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.64% | -43.26% | -15.38% |
Max Drawdown (1Y)Largest decline over 1 year | -12.65% | -16.96% | +4.31% |
Max Drawdown (5Y)Largest decline over 5 years | -43.08% | -43.26% | +0.18% |
Max Drawdown (10Y)Largest decline over 10 years | -43.08% | -43.26% | +0.18% |
Current DrawdownCurrent decline from peak | -7.36% | -13.02% | +5.66% |
Average DrawdownAverage peak-to-trough decline | -12.58% | -8.15% | -4.43% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.54% | 4.93% | -1.39% |
Volatility
FBGRX vs. TBCIX - Volatility Comparison
Fidelity Blue Chip Growth Fund (FBGRX) has a higher volatility of 7.94% compared to T. Rowe Price Blue Chip Growth Fund I Class (TBCIX) at 7.08%. This indicates that FBGRX's price experiences larger fluctuations and is considered to be riskier than TBCIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FBGRX | TBCIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.94% | 7.08% | +0.86% |
Volatility (6M)Calculated over the trailing 6-month period | 14.15% | 12.41% | +1.74% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.02% | 22.78% | +2.24% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.93% | 23.93% | +1.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.63% | 22.72% | +0.91% |