FBSOX vs. FBGRX
Compare and contrast key facts about Fidelity Select IT Services Portfolio (FBSOX) and Fidelity Blue Chip Growth Fund (FBGRX).
FBSOX is managed by Fidelity. It was launched on Feb 4, 1998. 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: FBSOX or FBGRX.
Correlation
The correlation between FBSOX and FBGRX is 0.83, 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
FBSOX vs. FBGRX - Performance Comparison
Key characteristics
FBSOX:
0.33
FBGRX:
1.58
FBSOX:
0.53
FBGRX:
2.12
FBSOX:
1.07
FBGRX:
1.29
FBSOX:
0.12
FBGRX:
2.10
FBSOX:
0.56
FBGRX:
6.60
FBSOX:
9.59%
FBGRX:
4.88%
FBSOX:
16.36%
FBGRX:
20.37%
FBSOX:
-54.04%
FBGRX:
-57.42%
FBSOX:
-34.83%
FBGRX:
-3.62%
Returns By Period
In the year-to-date period, FBSOX achieves a 9.10% return, which is significantly lower than FBGRX's 32.89% return. Over the past 10 years, FBSOX has underperformed FBGRX with an annualized return of 6.65%, while FBGRX has yielded a comparatively higher 13.51% annualized return.
FBSOX
9.10%
0.64%
19.74%
6.96%
-2.04%
6.65%
FBGRX
32.89%
3.04%
4.68%
34.36%
16.51%
13.51%
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FBSOX vs. FBGRX - Expense Ratio Comparison
FBSOX has a 0.70% expense ratio, which is lower than FBGRX's 0.79% expense ratio.
Risk-Adjusted Performance
FBSOX vs. FBGRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select IT Services Portfolio (FBSOX) 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
FBSOX vs. FBGRX - Dividend Comparison
FBSOX's dividend yield for the trailing twelve months is around 0.01%, less than FBGRX's 0.19% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FBSOX Fidelity Select IT Services Portfolio | 0.01% | 0.01% | 0.02% | 0.00% | 0.01% | 0.04% | 0.06% | 0.04% | 0.32% | 2.98% | 0.44% | 2.84% |
FBGRX Fidelity Blue Chip Growth Fund | 0.19% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.12% | 0.09% | 0.22% | 5.07% | 6.08% | 7.80% |
Drawdowns
FBSOX vs. FBGRX - Drawdown Comparison
The maximum FBSOX drawdown since its inception was -54.04%, smaller than the maximum FBGRX drawdown of -57.42%. Use the drawdown chart below to compare losses from any high point for FBSOX and FBGRX. For additional features, visit the drawdowns tool.
Volatility
FBSOX vs. FBGRX - Volatility Comparison
The current volatility for Fidelity Select IT Services Portfolio (FBSOX) is 4.85%, while Fidelity Blue Chip Growth Fund (FBGRX) has a volatility of 5.35%. This indicates that FBSOX 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.