FDVLX vs. FBGRX
Compare and contrast key facts about Fidelity Value Fund (FDVLX) and Fidelity Blue Chip Growth Fund (FBGRX).
FDVLX is managed by Fidelity. It was launched on Dec 1, 1978. 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: FDVLX or FBGRX.
Key characteristics
| FDVLX | FBGRX | |
|---|---|---|
| YTD Return | 11.28% | 31.71% |
| 1Y Return | 27.74% | 45.11% |
| 3Y Return (Ann) | 6.52% | 5.58% |
| 5Y Return (Ann) | 13.20% | 17.77% |
| 10Y Return (Ann) | 9.85% | 13.75% |
| Sharpe Ratio | 1.58 | 2.47 |
| Sortino Ratio | 2.28 | 3.18 |
| Omega Ratio | 1.27 | 1.44 |
| Calmar Ratio | 0.97 | 2.21 |
| Martin Ratio | 8.48 | 11.95 |
| Ulcer Index | 3.00% | 3.97% |
| Daily Std Dev | 16.13% | 19.22% |
| Max Drawdown | -93.13% | -57.42% |
| Current Drawdown | -4.00% | -1.17% |
Correlation
The correlation between FDVLX and FBGRX is 0.75, 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
FDVLX vs. FBGRX - Performance Comparison
In the year-to-date period, FDVLX achieves a 11.28% return, which is significantly lower than FBGRX's 31.71% return. Over the past 10 years, FDVLX has underperformed FBGRX with an annualized return of 9.85%, while FBGRX has yielded a comparatively higher 13.75% 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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FDVLX vs. FBGRX - Expense Ratio Comparison
Both FDVLX and FBGRX have an expense ratio of 0.79%.
Risk-Adjusted Performance
FDVLX vs. FBGRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Value Fund (FDVLX) 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
FDVLX vs. FBGRX - Dividend Comparison
FDVLX's dividend yield for the trailing twelve months is around 3.34%, less than FBGRX's 5.33% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDVLX Fidelity Value Fund | 3.34% | 3.71% | 7.08% | 9.79% | 0.98% | 3.34% | 16.25% | 4.74% | 1.26% | 12.17% | 2.94% | 1.83% |
FBGRX Fidelity Blue Chip Growth Fund | 5.33% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.12% | 0.09% | 0.22% | 5.07% | 6.08% | 7.80% |
Drawdowns
FDVLX vs. FBGRX - Drawdown Comparison
The maximum FDVLX drawdown since its inception was -93.13%, which is greater than FBGRX's maximum drawdown of -57.42%. Use the drawdown chart below to compare losses from any high point for FDVLX and FBGRX. For additional features, visit the drawdowns tool.
Volatility
FDVLX vs. FBGRX - Volatility Comparison
The current volatility for Fidelity Value Fund (FDVLX) is 3.44%, while Fidelity Blue Chip Growth Fund (FBGRX) has a volatility of 4.78%. This indicates that FDVLX 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.