FCGSX vs. FBGRX
Compare and contrast key facts about Fidelity Series Growth Company Fund (FCGSX) and Fidelity Blue Chip Growth Fund (FBGRX).
FCGSX is managed by Fidelity. It was launched on Nov 7, 2013. FBGRX is managed by Fidelity. It was launched on Dec 31, 1987.
Performance
FCGSX vs. FBGRX - Performance Comparison
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FCGSX vs. FBGRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FCGSX Fidelity Series Growth Company Fund | -6.64% | 25.52% | 38.00% | 45.97% | -32.15% | 25.13% | 70.01% | 39.75% | -4.03% | 37.69% |
FBGRX Fidelity Blue Chip Growth Fund | -11.15% | 19.91% | 39.77% | 55.61% | -38.45% | 22.64% | 62.20% | 33.43% | 1.02% | 36.01% |
Returns By Period
In the year-to-date period, FCGSX achieves a -6.64% return, which is significantly higher than FBGRX's -11.15% return. Over the past 10 years, FCGSX has outperformed FBGRX with an annualized return of 21.43%, while FBGRX has yielded a comparatively lower 18.55% annualized return.
FCGSX
- 1D
- -1.20%
- 1M
- -8.19%
- YTD
- -6.64%
- 6M
- -2.02%
- 1Y
- 33.82%
- 3Y*
- 27.05%
- 5Y*
- 14.28%
- 10Y*
- 21.43%
FBGRX
- 1D
- -1.17%
- 1M
- -8.97%
- YTD
- -11.15%
- 6M
- -8.04%
- 1Y
- 22.53%
- 3Y*
- 24.68%
- 5Y*
- 11.15%
- 10Y*
- 18.55%
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FCGSX vs. FBGRX - Expense Ratio Comparison
FCGSX has a 0.00% expense ratio, which is lower than FBGRX's 0.79% expense ratio.
Return for Risk
FCGSX vs. FBGRX — Risk / Return Rank
FCGSX
FBGRX
FCGSX vs. FBGRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Series Growth Company Fund (FCGSX) 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.
| FCGSX | FBGRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.40 | 0.91 | +0.50 |
Sortino ratioReturn per unit of downside risk | 2.02 | 1.43 | +0.59 |
Omega ratioGain probability vs. loss probability | 1.29 | 1.20 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | 2.25 | 1.36 | +0.89 |
Martin ratioReturn relative to average drawdown | 10.23 | 5.44 | +4.79 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FCGSX | FBGRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.40 | 0.91 | +0.50 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.61 | 0.45 | +0.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.93 | 0.79 | +0.14 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.87 | 0.64 | +0.22 |
Correlation
The correlation between FCGSX and FBGRX is 0.98, 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.
Dividends
FCGSX vs. FBGRX - Dividend Comparison
FCGSX's dividend yield for the trailing twelve months is around 11.22%, more than FBGRX's 2.14% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCGSX Fidelity Series Growth Company Fund | 11.22% | 10.48% | 12.49% | 3.13% | 0.61% | 38.65% | 31.99% | 11.06% | 13.21% | 10.51% | 2.44% | 0.25% |
FBGRX Fidelity Blue Chip Growth Fund | 2.14% | 1.90% | 5.95% | 0.93% | 0.57% | 8.73% | 6.40% | 3.70% | 6.32% | 4.23% | 4.05% | 5.30% |
Drawdowns
FCGSX vs. FBGRX - Drawdown Comparison
The maximum FCGSX drawdown since its inception was -38.77%, smaller than the maximum FBGRX drawdown of -58.64%. Use the drawdown chart below to compare losses from any high point for FCGSX and FBGRX.
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Drawdown Indicators
| FCGSX | FBGRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.77% | -58.64% | +19.87% |
Max Drawdown (1Y)Largest decline over 1 year | -13.10% | -13.89% | +0.79% |
Max Drawdown (5Y)Largest decline over 5 years | -38.77% | -43.08% | +4.31% |
Max Drawdown (10Y)Largest decline over 10 years | -38.77% | -43.08% | +4.31% |
Current DrawdownCurrent decline from peak | -10.42% | -12.65% | +2.23% |
Average DrawdownAverage peak-to-trough decline | -7.05% | -12.58% | +5.53% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.88% | 3.47% | -0.59% |
Volatility
FCGSX vs. FBGRX - Volatility Comparison
Fidelity Series Growth Company Fund (FCGSX) has a higher volatility of 6.66% compared to Fidelity Blue Chip Growth Fund (FBGRX) at 6.13%. This indicates that FCGSX'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.
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Volatility by Period
| FCGSX | FBGRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.66% | 6.13% | +0.53% |
Volatility (6M)Calculated over the trailing 6-month period | 13.74% | 13.36% | +0.38% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.80% | 24.63% | -0.83% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.62% | 24.86% | -1.24% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.15% | 23.59% | -0.44% |