FCAGX vs. FBGRX
Compare and contrast key facts about Fidelity Advisor Small Cap Growth Fund Class A (FCAGX) and Fidelity Blue Chip Growth Fund (FBGRX).
FCAGX is managed by Fidelity. It was launched on Nov 3, 2004. 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: FCAGX or FBGRX.
Key characteristics
| FCAGX | FBGRX | |
|---|---|---|
| YTD Return | 29.52% | 37.67% |
| 1Y Return | 54.96% | 52.51% |
| 3Y Return (Ann) | 0.00% | 7.26% |
| 5Y Return (Ann) | 6.72% | 18.77% |
| 10Y Return (Ann) | 7.48% | 14.17% |
| Sharpe Ratio | 2.67 | 2.64 |
| Sortino Ratio | 3.55 | 3.39 |
| Omega Ratio | 1.44 | 1.47 |
| Calmar Ratio | 1.25 | 2.43 |
| Martin Ratio | 16.27 | 12.93 |
| Ulcer Index | 3.26% | 3.97% |
| Daily Std Dev | 19.82% | 19.41% |
| Max Drawdown | -59.24% | -57.42% |
| Current Drawdown | -10.56% | 0.00% |
Correlation
The correlation between FCAGX and FBGRX is 0.87, 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
FCAGX vs. FBGRX - Performance Comparison
In the year-to-date period, FCAGX achieves a 29.52% return, which is significantly lower than FBGRX's 37.67% return. Over the past 10 years, FCAGX has underperformed FBGRX with an annualized return of 7.48%, while FBGRX has yielded a comparatively higher 14.17% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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FCAGX vs. FBGRX - Expense Ratio Comparison
FCAGX has a 1.29% expense ratio, which is higher than FBGRX's 0.79% expense ratio.
Risk-Adjusted Performance
FCAGX vs. FBGRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Small Cap Growth Fund Class A (FCAGX) 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
FCAGX vs. FBGRX - Dividend Comparison
FCAGX's dividend yield for the trailing twelve months is around 0.67%, less than FBGRX's 5.10% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCAGX Fidelity Advisor Small Cap Growth Fund Class A | 0.67% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 4.32% | 8.61% | 17.23% |
FBGRX Fidelity Blue Chip Growth Fund | 5.10% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.12% | 0.09% | 0.22% | 5.07% | 6.08% | 7.80% |
Drawdowns
FCAGX vs. FBGRX - Drawdown Comparison
The maximum FCAGX drawdown since its inception was -59.24%, roughly equal to the maximum FBGRX drawdown of -57.42%. Use the drawdown chart below to compare losses from any high point for FCAGX and FBGRX. For additional features, visit the drawdowns tool.
Volatility
FCAGX vs. FBGRX - Volatility Comparison
Fidelity Advisor Small Cap Growth Fund Class A (FCAGX) has a higher volatility of 5.86% compared to Fidelity Blue Chip Growth Fund (FBGRX) at 5.39%. This indicates that FCAGX'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.