FBMPX vs. FBGRX
Compare and contrast key facts about Fidelity Select Communication Services Portfolio (FBMPX) and Fidelity Blue Chip Growth Fund (FBGRX).
FBMPX is managed by Fidelity. It was launched on Jun 29, 1986. FBGRX is managed by Fidelity. It was launched on Dec 31, 1987.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FBMPX or FBGRX.
Performance
FBMPX vs. FBGRX - Performance Comparison
Returns By Period
In the year-to-date period, FBMPX achieves a 27.05% return, which is significantly lower than FBGRX's 36.02% return. Over the past 10 years, FBMPX has underperformed FBGRX with an annualized return of 3.46%, while FBGRX has yielded a comparatively higher 13.93% annualized return.
FBMPX
27.05%
3.78%
12.60%
32.48%
11.17%
3.46%
FBGRX
36.02%
3.13%
13.49%
42.78%
18.16%
13.93%
Key characteristics
FBMPX | FBGRX | |
---|---|---|
Sharpe Ratio | 1.91 | 2.30 |
Sortino Ratio | 2.52 | 3.00 |
Omega Ratio | 1.34 | 1.41 |
Calmar Ratio | 1.71 | 2.55 |
Martin Ratio | 10.02 | 11.22 |
Ulcer Index | 3.39% | 3.98% |
Daily Std Dev | 17.85% | 19.37% |
Max Drawdown | -61.51% | -57.42% |
Current Drawdown | -1.62% | -1.20% |
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FBMPX vs. FBGRX - Expense Ratio Comparison
FBMPX has a 0.74% expense ratio, which is lower than FBGRX's 0.79% expense ratio.
Correlation
The correlation between FBMPX and FBGRX is 0.78, 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
FBMPX vs. FBGRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Communication Services Portfolio (FBMPX) and Fidelity Blue Chip Growth Fund (FBGRX). 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
FBMPX vs. FBGRX - Dividend Comparison
FBMPX has not paid dividends to shareholders, while FBGRX's dividend yield for the trailing twelve months is around 0.20%.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Fidelity Select Communication Services Portfolio | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.29% | 0.21% | 0.44% | 2.46% | 1.95% | 3.30% |
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% |
Drawdowns
FBMPX vs. FBGRX - Drawdown Comparison
The maximum FBMPX drawdown since its inception was -61.51%, which is greater than FBGRX's maximum drawdown of -57.42%. Use the drawdown chart below to compare losses from any high point for FBMPX and FBGRX. For additional features, visit the drawdowns tool.
Volatility
FBMPX vs. FBGRX - Volatility Comparison
The current volatility for Fidelity Select Communication Services Portfolio (FBMPX) is 5.02%, while Fidelity Blue Chip Growth Fund (FBGRX) has a volatility of 5.83%. This indicates that FBMPX experiences smaller price fluctuations and is considered to be less risky than FBGRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.