FDCPX vs. FBGRX
Compare and contrast key facts about Fidelity Select Tech Hardware Portfolio (FDCPX) and Fidelity Blue Chip Growth Fund (FBGRX).
FDCPX is managed by Fidelity. It was launched on Jul 28, 1985. 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: FDCPX or FBGRX.
Key characteristics
| FDCPX | FBGRX | |
|---|---|---|
| YTD Return | 8.67% | 16.83% |
| 1Y Return | 31.03% | 49.64% |
| 3Y Return (Ann) | 5.83% | 9.94% |
| 5Y Return (Ann) | 18.07% | 20.37% |
| 10Y Return (Ann) | 14.38% | 17.68% |
| Sharpe Ratio | 1.97 | 2.72 |
| Daily Std Dev | 15.98% | 17.99% |
| Max Drawdown | -80.41% | -57.42% |
| Current Drawdown | -1.61% | -0.21% |
Correlation
The correlation between FDCPX and FBGRX is 0.81, 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
FDCPX vs. FBGRX - Performance Comparison
In the year-to-date period, FDCPX achieves a 8.67% return, which is significantly lower than FBGRX's 16.83% return. Over the past 10 years, FDCPX has underperformed FBGRX with an annualized return of 14.38%, while FBGRX has yielded a comparatively higher 17.68% 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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FDCPX vs. FBGRX - Expense Ratio Comparison
FDCPX has a 0.72% expense ratio, which is lower than FBGRX's 0.79% expense ratio.
Risk-Adjusted Performance
FDCPX vs. FBGRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Tech Hardware Portfolio (FDCPX) 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
FDCPX vs. FBGRX - Dividend Comparison
FDCPX's dividend yield for the trailing twelve months is around 1.06%, more than FBGRX's 0.80% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDCPX Fidelity Select Tech Hardware Portfolio | 1.06% | 0.51% | 17.72% | 16.95% | 8.81% | 12.15% | 23.69% | 11.38% | 6.57% | 4.53% | 2.71% | 7.34% |
FBGRX Fidelity Blue Chip Growth Fund | 0.80% | 0.93% | 0.57% | 8.73% | 6.40% | 3.70% | 6.32% | 4.28% | 4.05% | 5.07% | 6.08% | 7.80% |
Drawdowns
FDCPX vs. FBGRX - Drawdown Comparison
The maximum FDCPX drawdown since its inception was -80.41%, which is greater than FBGRX's maximum drawdown of -57.42%. Use the drawdown chart below to compare losses from any high point for FDCPX and FBGRX. For additional features, visit the drawdowns tool.
Volatility
FDCPX vs. FBGRX - Volatility Comparison
The current volatility for Fidelity Select Tech Hardware Portfolio (FDCPX) is 5.27%, while Fidelity Blue Chip Growth Fund (FBGRX) has a volatility of 6.40%. This indicates that FDCPX experiences smaller price fluctuations and is considered to be less risky than FBGRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.