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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FCGSX or FBGRX.
Key characteristics
| FCGSX | FBGRX | |
|---|---|---|
| YTD Return | 37.34% | 37.31% |
| 1Y Return | 50.44% | 49.17% |
| 3Y Return (Ann) | 9.32% | 7.13% |
| 5Y Return (Ann) | 25.62% | 18.63% |
| 10Y Return (Ann) | 20.13% | 14.12% |
| Sharpe Ratio | 2.80 | 2.69 |
| Sortino Ratio | 3.55 | 3.44 |
| Omega Ratio | 1.49 | 1.48 |
| Calmar Ratio | 3.61 | 2.65 |
| Martin Ratio | 14.31 | 13.14 |
| Ulcer Index | 3.72% | 3.97% |
| Daily Std Dev | 18.99% | 19.35% |
| Max Drawdown | -38.77% | -57.42% |
| Current Drawdown | -0.19% | -0.26% |
Correlation
The correlation between FCGSX and FBGRX is 0.97, 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
FCGSX vs. FBGRX - Performance Comparison
The year-to-date returns for both stocks are quite close, with FCGSX having a 37.34% return and FBGRX slightly lower at 37.31%. Over the past 10 years, FCGSX has outperformed FBGRX with an annualized return of 20.13%, while FBGRX has yielded a comparatively lower 14.12% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FCGSX vs. FBGRX - Expense Ratio Comparison
FCGSX has a 0.00% expense ratio, which is lower than FBGRX's 0.79% expense ratio.
Risk-Adjusted Performance
FCGSX vs. FBGRX - Risk-Adjusted Performance 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.
Dividends
FCGSX vs. FBGRX - Dividend Comparison
FCGSX's dividend yield for the trailing twelve months is around 0.38%, less than FBGRX's 5.12% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCGSX Fidelity Series Growth Company Fund | 0.38% | 0.52% | 0.61% | 0.58% | 0.68% | 0.72% | 1.06% | 0.51% | 0.11% | 0.25% | 0.93% | 0.07% |
FBGRX Fidelity Blue Chip Growth Fund | 5.12% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.12% | 0.09% | 0.22% | 5.07% | 6.08% | 7.80% |
Drawdowns
FCGSX vs. FBGRX - Drawdown Comparison
The maximum FCGSX drawdown since its inception was -38.77%, smaller than the maximum FBGRX drawdown of -57.42%. Use the drawdown chart below to compare losses from any high point for FCGSX and FBGRX. For additional features, visit the drawdowns tool.
Volatility
FCGSX vs. FBGRX - Volatility Comparison
Fidelity Series Growth Company Fund (FCGSX) and Fidelity Blue Chip Growth Fund (FBGRX) have volatilities of 5.23% and 5.39%, 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.