FBTIX vs. FBGRX
Compare and contrast key facts about Fidelity Advisor Biotechnology Fund I Class (FBTIX) and Fidelity Blue Chip Growth Fund (FBGRX).
FBTIX is managed by Fidelity. It was launched on Dec 27, 2000. 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: FBTIX or FBGRX.
Correlation
The correlation between FBTIX and FBGRX is 0.68, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
FBTIX vs. FBGRX - Performance Comparison
Key characteristics
FBTIX:
-0.27
FBGRX:
1.44
FBTIX:
-0.23
FBGRX:
1.95
FBTIX:
0.97
FBGRX:
1.26
FBTIX:
-0.21
FBGRX:
1.96
FBTIX:
-0.71
FBGRX:
6.00
FBTIX:
7.52%
FBGRX:
4.91%
FBTIX:
19.74%
FBGRX:
20.52%
FBTIX:
-60.66%
FBGRX:
-57.42%
FBTIX:
-25.19%
FBGRX:
-4.83%
Returns By Period
In the year-to-date period, FBTIX achieves a -4.52% return, which is significantly lower than FBGRX's -0.98% return. Over the past 10 years, FBTIX has underperformed FBGRX with an annualized return of 1.55%, while FBGRX has yielded a comparatively higher 13.67% annualized return.
FBTIX
-4.52%
-9.27%
-17.40%
-5.56%
-0.20%
1.55%
FBGRX
-0.98%
-3.86%
0.41%
29.76%
14.91%
13.67%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FBTIX vs. FBGRX - Expense Ratio Comparison
FBTIX has a 0.73% expense ratio, which is lower than FBGRX's 0.79% expense ratio.
Risk-Adjusted Performance
FBTIX vs. FBGRX — Risk-Adjusted Performance Rank
FBTIX
FBGRX
FBTIX vs. FBGRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Biotechnology Fund I Class (FBTIX) 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
FBTIX vs. FBGRX - Dividend Comparison
FBTIX's dividend yield for the trailing twelve months is around 3.02%, more than FBGRX's 1.08% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FBTIX Fidelity Advisor Biotechnology Fund I Class | 3.02% | 2.88% | 1.36% | 0.00% | 0.99% | 0.20% | 0.01% | 0.00% | 0.00% | 0.00% | 5.23% | 2.36% |
FBGRX Fidelity Blue Chip Growth Fund | 1.08% | 1.07% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.12% | 0.09% | 0.22% | 5.07% | 6.08% |
Drawdowns
FBTIX vs. FBGRX - Drawdown Comparison
The maximum FBTIX drawdown since its inception was -60.66%, which is greater than FBGRX's maximum drawdown of -57.42%. Use the drawdown chart below to compare losses from any high point for FBTIX and FBGRX. For additional features, visit the drawdowns tool.
Volatility
FBTIX vs. FBGRX - Volatility Comparison
Fidelity Advisor Biotechnology Fund I Class (FBTIX) has a higher volatility of 7.89% compared to Fidelity Blue Chip Growth Fund (FBGRX) at 6.06%. This indicates that FBTIX's price experiences larger fluctuations and is considered to be riskier than FBGRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.