FDGRX vs. FBGRX
Compare and contrast key facts about Fidelity Growth Company Fund (FDGRX) and Fidelity Blue Chip Growth Fund (FBGRX).
FDGRX is managed by Fidelity. 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: FDGRX or FBGRX.
Correlation
The correlation between FDGRX 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.
Performance
FDGRX vs. FBGRX - Performance Comparison
Key characteristics
FDGRX:
1.86
FBGRX:
1.72
FDGRX:
2.44
FBGRX:
2.28
FDGRX:
1.33
FBGRX:
1.32
FDGRX:
1.30
FBGRX:
2.27
FDGRX:
9.42
FBGRX:
7.14
FDGRX:
3.89%
FBGRX:
4.89%
FDGRX:
19.75%
FBGRX:
20.30%
FDGRX:
-71.50%
FBGRX:
-57.42%
FDGRX:
-2.37%
FBGRX:
-3.25%
Returns By Period
In the year-to-date period, FDGRX achieves a 39.38% return, which is significantly higher than FBGRX's 33.41% return. Both investments have delivered pretty close results over the past 10 years, with FDGRX having a 13.41% annualized return and FBGRX not far ahead at 13.60%.
FDGRX
39.38%
3.80%
11.03%
34.90%
15.04%
13.41%
FBGRX
33.41%
3.54%
5.42%
33.38%
16.59%
13.60%
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FDGRX vs. FBGRX - Expense Ratio Comparison
Both FDGRX and FBGRX have an expense ratio of 0.79%.
Risk-Adjusted Performance
FDGRX vs. FBGRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Growth Company Fund (FDGRX) 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
FDGRX vs. FBGRX - Dividend Comparison
FDGRX has not paid dividends to shareholders, while FBGRX's dividend yield for the trailing twelve months is around 0.19%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDGRX Fidelity Growth Company Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.07% | 3.92% | 4.03% | 7.12% |
FBGRX Fidelity Blue Chip Growth Fund | 0.19% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.12% | 0.09% | 0.22% | 5.07% | 6.08% | 7.80% |
Drawdowns
FDGRX vs. FBGRX - Drawdown Comparison
The maximum FDGRX drawdown since its inception was -71.50%, which is greater than FBGRX's maximum drawdown of -57.42%. Use the drawdown chart below to compare losses from any high point for FDGRX and FBGRX. For additional features, visit the drawdowns tool.
Volatility
FDGRX vs. FBGRX - Volatility Comparison
Fidelity Growth Company Fund (FDGRX) and Fidelity Blue Chip Growth Fund (FBGRX) have volatilities of 5.25% and 5.35%, 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.