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FEIAX vs. FBGRX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

FEIAX vs. FBGRX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Advisor Equity Income Fund Class A (FEIAX) and Fidelity Blue Chip Growth Fund (FBGRX). The values are adjusted to include any dividend payments, if applicable.

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FEIAX vs. FBGRX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
FEIAX
Fidelity Advisor Equity Income Fund Class A
0.00%2.75%5.69%11.19%-1.35%22.11%1.23%27.19%-9.89%11.40%
FBGRX
Fidelity Blue Chip Growth Fund
-7.12%19.91%39.77%55.61%-38.45%22.64%62.20%33.43%1.02%36.01%

Returns By Period


FEIAX

1D
1M
YTD
6M
1Y
3Y*
5Y*
10Y*

FBGRX

1D
4.54%
1M
-5.07%
YTD
-7.12%
6M
-4.04%
1Y
26.78%
3Y*
26.54%
5Y*
11.74%
10Y*
19.08%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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FEIAX vs. FBGRX - Expense Ratio Comparison

FEIAX has a 0.90% expense ratio, which is higher than FBGRX's 0.79% expense ratio.


Return for Risk

FEIAX vs. FBGRX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FEIAX

FBGRX
FBGRX Risk / Return Rank: 7171
Overall Rank
FBGRX Sharpe Ratio Rank: 6161
Sharpe Ratio Rank
FBGRX Sortino Ratio Rank: 6767
Sortino Ratio Rank
FBGRX Omega Ratio Rank: 6464
Omega Ratio Rank
FBGRX Calmar Ratio Rank: 8282
Calmar Ratio Rank
FBGRX Martin Ratio Rank: 8080
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

FEIAX vs. FBGRX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Equity Income Fund Class A (FEIAX) 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.


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

FEIAX vs. FBGRX - Sharpe Ratio Comparison


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Sharpe Ratios by Period


FEIAXFBGRXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.13

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.47

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.81

Sharpe Ratio (All Time)

Calculated using the full available price history

0.65

Correlation

The correlation between FEIAX 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.


Dividends

FEIAX vs. FBGRX - Dividend Comparison

FEIAX's dividend yield for the trailing twelve months is around 4.77%, more than FBGRX's 2.05% yield.


TTM20252024202320222021202020192018201720162015
FEIAX
Fidelity Advisor Equity Income Fund Class A
4.77%4.77%1.43%4.90%5.96%11.12%2.23%8.09%16.73%10.16%3.13%10.67%
FBGRX
Fidelity Blue Chip Growth Fund
2.05%1.90%5.95%0.93%0.57%8.73%6.40%3.70%6.32%4.23%4.05%5.30%

Drawdowns

FEIAX vs. FBGRX - Drawdown Comparison


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Drawdown Indicators


FEIAXFBGRXDifference

Max Drawdown

Largest peak-to-trough decline

-58.64%

Max Drawdown (1Y)

Largest decline over 1 year

-13.89%

Max Drawdown (5Y)

Largest decline over 5 years

-43.08%

Max Drawdown (10Y)

Largest decline over 10 years

-43.08%

Current Drawdown

Current decline from peak

-8.68%

Average Drawdown

Average peak-to-trough decline

-12.58%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.51%

Volatility

FEIAX vs. FBGRX - Volatility Comparison


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Volatility by Period


FEIAXFBGRXDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.83%

Volatility (6M)

Calculated over the trailing 6-month period

14.08%

Volatility (1Y)

Calculated over the trailing 1-year period

24.98%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

24.93%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

23.63%