FDGRX vs. FBGRX

The year-to-date returns for both investments are quite close, with FDGRX having a 34.65% return and FBGRX slightly higher at 36.05%. Over the past 10 years, FDGRX has underperformed FBGRX with an annualized return of 13.09%, while FBGRX has yielded a comparatively higher 13.86% annualized return.

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Both FDGRX and FBGRX have an expense ratio of 0.79%.

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.

The current FDGRX Sharpe Ratio is 1.95, which is comparable to the FBGRX Sharpe Ratio of 2.27. The chart below compares the historical Sharpe Ratios of FDGRX and FBGRX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FDGRX has not paid dividends to shareholders, while FBGRX's dividend yield for the trailing twelve months is around 0.20%.

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.

Fidelity Growth Company Fund (FDGRX) and Fidelity Blue Chip Growth Fund (FBGRX) have volatilities of 5.57% and 5.55%, 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.