FEUIX vs. FBGRX

Last updated Aug 1, 2026

FEUIX (Fidelity Advisor Global Capital Appreciation Fund Class I) and FBGRX (Fidelity Blue Chip Growth Fund) are both mutual funds - FEUIX is a Global Equities fund managed by Fidelity, while FBGRX is a Large Cap Growth Equities fund managed by Fidelity. Over the past 10 years, FEUIX returned 13.10%/yr vs 20.56%/yr for FBGRX. Their correlation of 0.88 means they have usually moved in the same direction. FEUIX charges 0.82%/yr vs 0.79%/yr for FBGRX.

Performance

FEUIX vs. FBGRX - Performance Comparison

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

Returns By Period

The year-to-date returns for both investments are quite close, with FEUIX having a 10.08% return and FBGRX slightly higher at 10.15%. Over the past 10 years, FEUIX has underperformed FBGRX with an annualized return of 13.10%, while FBGRX has yielded a comparatively higher 20.56% annualized return.

FEUIX

• 1D: 3.24%
• 1M: -2.48%
• 6M: 6.44%
• YTD: 10.08%
• 1Y: 21.00%
• 3Y*: 23.69%
• 5Y*: 13.04%
• 10Y*: 13.10%
• ALL TIME*: 7.84%

FBGRX

• 1D: 3.14%
• 1M: -4.18%
• 6M: 10.25%
• YTD: 10.15%
• 1Y: 24.18%
• 3Y*: 25.20%
• 5Y*: 13.50%
• 10Y*: 20.56%
• ALL TIME*: 13.47%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
FBGRX Fidelity Blue Chip Growth Fund	$0.00	$0.00	$0.00
FEUIX Fidelity Advisor Global Capital Appreciation Fund Class I	$0.00	$0.00	$0.00

FEUIX vs. FBGRX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
FEUIX Fidelity Advisor Global Capital Appreciation Fund Class I	10.08%	18.17%	37.92%	28.93%	-24.46%	19.28%	24.80%	23.17%	-17.94%	30.06%
FBGRX Fidelity Blue Chip Growth Fund	10.15%	19.91%	39.77%	55.61%	-38.45%	22.64%	62.20%	33.43%	1.02%	36.01%

Correlation

The correlation between FEUIX and FBGRX is 0.92, meaning they have usually moved in the same direction, including during past declines.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.92
Correlation (3Y) Balances recent behavior with more history.	0.91
Correlation (5Y) Shows whether the relationship held over a longer period.	0.93
Correlation (10Y) Provides a long-term view across more market conditions.	0.90
Correlation (All Time) Calculated using the full available price history since Dec 17, 1998	0.88

The correlation between FEUIX and FBGRX has been stable across timeframes, ranging from 0.88 to 0.93 - a consistent structural relationship.

Return for Risk

FEUIX vs. FBGRX — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

FEUIX

FEUIX Risk / Return Rank: 30
FEUIX Sharpe Ratio Rank: 28
FEUIX Sortino Ratio Rank: 27
FEUIX Omega Ratio Rank: 27
FEUIX Calmar Ratio Rank: 32
FEUIX Martin Ratio Rank: 35

FBGRX

FBGRX Risk / Return Rank: 40
FBGRX Sharpe Ratio Rank: 37
FBGRX Sortino Ratio Rank: 36
FBGRX Omega Ratio Rank: 35
FBGRX Calmar Ratio Rank: 47
FBGRX Martin Ratio Rank: 45

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

FEUIX vs. FBGRX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Global Capital Appreciation Fund Class I (FEUIX) 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	FEUIX	FBGRX	Difference
Sharpe ratio: Return per unit of total volatility	0.98	1.09	-0.12
Sortino ratio: Return per unit of downside risk	1.42	1.58	-0.16
Omega ratio: Gain probability vs. loss probability	1.18	1.19	-0.01
Calmar ratio: Return relative to maximum drawdown	1.44	1.73	-0.29
Martin ratio: Return relative to average drawdown	5.32	6.19	-0.86

FEUIX vs. FBGRX - Sharpe Ratio Comparison

The current FEUIX Sharpe Ratio is 0.98, which is comparable to the FBGRX Sharpe Ratio of 1.09. The chart below compares the historical Sharpe Ratios of FEUIX and FBGRX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

FEUIX vs. FBGRX - Drawdown Comparison

The maximum FEUIX drawdown since its inception was -61.64%, which is greater than FBGRX's maximum drawdown of -58.64%. Use the drawdown chart below to compare losses from any high point for FEUIX and FBGRX.

Drawdown Indicators

	FEUIX	FBGRX	Difference
Max Drawdown Largest peak-to-trough decline	-61.64%	-58.64%	-3.00%
Max Drawdown (1Y) Largest decline over 1 year	-12.97%	-12.65%	-0.32%
Max Drawdown (3Y) Largest decline over 3 years	-19.38%	-27.07%	+7.69%
Max Drawdown (5Y) Largest decline over 5 years	-32.73%	-43.08%	+10.35%
Max Drawdown (10Y) Largest decline over 10 years	-32.73%	-43.08%	+10.35%
Current Drawdown Current decline from peak	-5.26%	-7.79%	+2.53%
Average Drawdown Average peak-to-trough decline	-12.91%	-12.49%	-0.42%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.50%	3.54%	-0.04%

Volatility

FEUIX vs. FBGRX - Volatility Comparison

The current volatility for Fidelity Advisor Global Capital Appreciation Fund Class I (FEUIX) is 6.03%, while Fidelity Blue Chip Growth Fund (FBGRX) has a volatility of 6.56%. This indicates that FEUIX 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.

Volatility by Period

	FEUIX	FBGRX	Difference
Volatility (1M) Calculated over the trailing 1-month period	6.03%	6.56%	-0.53%
Volatility (6M) Calculated over the trailing 6-month period	16.22%	16.09%	+0.13%
Volatility (1Y) Calculated over the trailing 1-year period	19.13%	20.05%	-0.92%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	19.34%	25.24%	-5.90%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	18.71%	23.83%	-5.12%

FEUIX vs. FBGRX - Expense Ratio Comparison

FEUIX has a 0.82% expense ratio, which is higher than FBGRX's 0.79% expense ratio.

Dividends

FEUIX vs. FBGRX - Dividend Comparison

FEUIX's dividend yield for the trailing twelve months is around 8.00%, more than FBGRX's 1.72% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
FBGRX Fidelity Blue Chip Growth Fund	1.72%	1.90%	5.95%	0.93%	0.57%	8.73%	6.40%	3.70%	6.32%	4.23%	4.05%	5.30%
FEUIX Fidelity Advisor Global Capital Appreciation Fund Class I	8.00%	8.80%	13.61%	6.28%	0.00%	7.49%	0.00%	0.64%	10.42%	13.00%	0.98%	0.55%

Frequently Asked Questions

Can I hold both FEUIX and FBGRX in my portfolio?

With a correlation of 0.92, FEUIX and FBGRX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

Which is riskier, FEUIX or FBGRX?

FBGRX has higher volatility (6.56%) compared to FEUIX (6.03%). In terms of maximum drawdown, FEUIX dropped -61.64% vs FBGRX's -58.64%.

Which has better risk-adjusted returns?

FBGRX currently has the higher Sharpe Ratio (1.09 vs 0.98), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.