FDEQX vs. FBGRX
Compare and contrast key facts about Fidelity Disciplined Equity Fund (FDEQX) and Fidelity Blue Chip Growth Fund (FBGRX).
FDEQX is managed by Fidelity. It was launched on Dec 28, 1988. FBGRX is managed by Fidelity. It was launched on Dec 31, 1987.
Performance
FDEQX vs. FBGRX - Performance Comparison
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FDEQX vs. FBGRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FDEQX Fidelity Disciplined Equity Fund | -5.82% | 16.43% | 25.01% | 34.07% | -28.06% | 27.62% | 29.80% | 31.95% | -10.37% | 20.15% |
FBGRX Fidelity Blue Chip Growth Fund | -5.77% | 19.91% | 39.77% | 55.61% | -38.45% | 22.64% | 62.20% | 33.43% | 1.02% | 36.01% |
Returns By Period
The year-to-date returns for both investments are quite close, with FDEQX having a -5.82% return and FBGRX slightly higher at -5.77%. Over the past 10 years, FDEQX has underperformed FBGRX with an annualized return of 12.57%, while FBGRX has yielded a comparatively higher 19.25% annualized return.
FDEQX
- 1D
- 3.90%
- 1M
- -6.65%
- YTD
- -5.82%
- 6M
- -4.62%
- 1Y
- 18.54%
- 3Y*
- 18.76%
- 5Y*
- 10.00%
- 10Y*
- 12.57%
FBGRX
- 1D
- 1.44%
- 1M
- -2.53%
- YTD
- -5.77%
- 6M
- -3.09%
- 1Y
- 27.27%
- 3Y*
- 27.14%
- 5Y*
- 12.06%
- 10Y*
- 19.25%
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FDEQX vs. FBGRX - Expense Ratio Comparison
Both FDEQX and FBGRX have an expense ratio of 0.79%.
Return for Risk
FDEQX vs. FBGRX — Risk / Return Rank
FDEQX
FBGRX
FDEQX vs. FBGRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Disciplined Equity Fund (FDEQX) 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.
| FDEQX | FBGRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.92 | 1.15 | -0.23 |
Sortino ratioReturn per unit of downside risk | 1.41 | 1.75 | -0.34 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.25 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.56 | 2.16 | -0.60 |
Martin ratioReturn relative to average drawdown | 6.07 | 8.46 | -2.39 |
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
| FDEQX | FBGRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.92 | 1.15 | -0.23 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.50 | 0.49 | +0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.63 | 0.82 | -0.18 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.58 | 0.65 | -0.07 |
Correlation
The correlation between FDEQX and FBGRX is 0.93, 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
FDEQX vs. FBGRX - Dividend Comparison
FDEQX's dividend yield for the trailing twelve months is around 8.56%, more than FBGRX's 2.02% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDEQX Fidelity Disciplined Equity Fund | 8.56% | 8.06% | 9.23% | 4.55% | 2.89% | 1.43% | 0.02% | 0.54% | 15.29% | 2.89% | 1.46% | 5.20% |
FBGRX Fidelity Blue Chip Growth Fund | 2.02% | 1.90% | 5.95% | 0.93% | 0.57% | 8.73% | 6.40% | 3.70% | 6.32% | 4.23% | 4.05% | 5.30% |
Drawdowns
FDEQX vs. FBGRX - Drawdown Comparison
The maximum FDEQX drawdown since its inception was -55.27%, smaller than the maximum FBGRX drawdown of -58.64%. Use the drawdown chart below to compare losses from any high point for FDEQX and FBGRX.
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Drawdown Indicators
| FDEQX | FBGRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.27% | -58.64% | +3.37% |
Max Drawdown (1Y)Largest decline over 1 year | -12.48% | -12.65% | +0.17% |
Max Drawdown (5Y)Largest decline over 5 years | -32.91% | -43.08% | +10.17% |
Max Drawdown (10Y)Largest decline over 10 years | -32.91% | -43.08% | +10.17% |
Current DrawdownCurrent decline from peak | -9.07% | -7.36% | -1.71% |
Average DrawdownAverage peak-to-trough decline | -9.93% | -12.58% | +2.65% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.20% | 3.54% | -0.34% |
Volatility
FDEQX vs. FBGRX - Volatility Comparison
The current volatility for Fidelity Disciplined Equity Fund (FDEQX) is 7.40%, while Fidelity Blue Chip Growth Fund (FBGRX) has a volatility of 7.94%. This indicates that FDEQX 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.
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Volatility by Period
| FDEQX | FBGRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.40% | 7.94% | -0.54% |
Volatility (6M)Calculated over the trailing 6-month period | 12.55% | 14.15% | -1.60% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.20% | 25.02% | -3.82% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.95% | 24.93% | -4.98% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.94% | 23.63% | -3.69% |