FCAGX vs. FBGRX

In the year-to-date period, FCAGX achieves a 21.92% return, which is significantly lower than FBGRX's 37.53% return. Over the past 10 years, FCAGX has underperformed FBGRX with an annualized return of 6.32%, while FBGRX has yielded a comparatively higher 13.85% annualized return.

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FCAGX has a 1.29% expense ratio, which is higher than FBGRX's 0.79% expense ratio.

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.

The current FCAGX Sharpe Ratio is 1.15, which is lower than the FBGRX Sharpe Ratio of 1.85. The chart below compares the historical Sharpe Ratios of FCAGX and FBGRX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FCAGX's dividend yield for the trailing twelve months is around 0.71%, less than FBGRX's 1.03% yield.

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.

Fidelity Advisor Small Cap Growth Fund Class A (FCAGX) and Fidelity Blue Chip Growth Fund (FBGRX) have volatilities of 5.84% and 5.58%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.