FCPGX vs. FBGRX
Compare and contrast key facts about Fidelity Small Cap Growth Fund (FCPGX) and Fidelity Blue Chip Growth Fund (FBGRX).
FCPGX 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: FCPGX or FBGRX.
Performance
FCPGX vs. FBGRX - Performance Comparison
Returns By Period
In the year-to-date period, FCPGX achieves a 23.52% return, which is significantly lower than FBGRX's 34.17% return. Over the past 10 years, FCPGX has underperformed FBGRX with an annualized return of 7.51%, while FBGRX has yielded a comparatively higher 13.78% annualized return.
FCPGX
23.52%
-0.06%
9.25%
40.09%
5.59%
7.51%
FBGRX
34.17%
1.73%
12.04%
42.65%
17.81%
13.78%
Key characteristics
FCPGX | FBGRX | |
---|---|---|
Sharpe Ratio | 2.11 | 2.21 |
Sortino Ratio | 2.86 | 2.90 |
Omega Ratio | 1.35 | 1.40 |
Calmar Ratio | 1.08 | 2.41 |
Martin Ratio | 12.56 | 10.77 |
Ulcer Index | 3.30% | 3.97% |
Daily Std Dev | 19.67% | 19.37% |
Max Drawdown | -59.11% | -57.42% |
Current Drawdown | -13.39% | -2.54% |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FCPGX vs. FBGRX - Expense Ratio Comparison
FCPGX has a 1.00% expense ratio, which is higher than FBGRX's 0.79% expense ratio.
Correlation
The correlation between FCPGX 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.
Risk-Adjusted Performance
FCPGX vs. FBGRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Small Cap Growth Fund (FCPGX) 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
FCPGX vs. FBGRX - Dividend Comparison
FCPGX's dividend yield for the trailing twelve months is around 0.82%, more than FBGRX's 0.20% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Fidelity Small Cap Growth Fund | 0.82% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 4.32% | 8.37% | 16.99% |
Fidelity Blue Chip Growth Fund | 0.20% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.12% | 0.09% | 0.22% | 5.07% | 6.08% | 7.80% |
Drawdowns
FCPGX vs. FBGRX - Drawdown Comparison
The maximum FCPGX drawdown since its inception was -59.11%, roughly equal to the maximum FBGRX drawdown of -57.42%. Use the drawdown chart below to compare losses from any high point for FCPGX and FBGRX. For additional features, visit the drawdowns tool.
Volatility
FCPGX vs. FBGRX - Volatility Comparison
Fidelity Small Cap Growth Fund (FCPGX) has a higher volatility of 6.51% compared to Fidelity Blue Chip Growth Fund (FBGRX) at 5.71%. This indicates that FCPGX'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.