FFXSX vs. FBGRX
Compare and contrast key facts about Fidelity Limited Term Government Fund (FFXSX) and Fidelity Blue Chip Growth Fund (FBGRX).
FFXSX is managed by Fidelity. It was launched on Nov 10, 1986. 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: FFXSX or FBGRX.
Correlation
The correlation between FFXSX and FBGRX is -0.07. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
FFXSX vs. FBGRX - Performance Comparison
Key characteristics
FFXSX:
1.74
FBGRX:
1.26
FFXSX:
2.66
FBGRX:
1.73
FFXSX:
1.34
FBGRX:
1.23
FFXSX:
1.00
FBGRX:
1.74
FFXSX:
6.15
FBGRX:
5.26
FFXSX:
0.72%
FBGRX:
4.98%
FFXSX:
2.55%
FBGRX:
20.89%
FFXSX:
-9.65%
FBGRX:
-55.96%
FFXSX:
-0.64%
FBGRX:
-1.47%
Returns By Period
In the year-to-date period, FFXSX achieves a 0.31% return, which is significantly lower than FBGRX's 3.37% return. Over the past 10 years, FFXSX has underperformed FBGRX with an annualized return of 1.07%, while FBGRX has yielded a comparatively higher 13.76% annualized return.
FFXSX
0.31%
0.42%
1.07%
4.35%
0.77%
1.07%
FBGRX
3.37%
1.66%
16.69%
25.47%
15.35%
13.76%
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FFXSX vs. FBGRX - Expense Ratio Comparison
FFXSX has a 0.45% expense ratio, which is lower than FBGRX's 0.79% expense ratio.
Risk-Adjusted Performance
FFXSX vs. FBGRX — Risk-Adjusted Performance Rank
FFXSX
FBGRX
FFXSX vs. FBGRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Limited Term Government Fund (FFXSX) 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
FFXSX vs. FBGRX - Dividend Comparison
FFXSX's dividend yield for the trailing twelve months is around 3.40%, more than FBGRX's 0.23% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FFXSX Fidelity Limited Term Government Fund | 3.40% | 3.61% | 2.75% | 1.21% | 0.50% | 0.96% | 1.89% | 1.57% | 1.18% | 0.86% | 0.76% | 0.65% |
FBGRX Fidelity Blue Chip Growth Fund | 0.23% | 0.23% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.12% | 0.09% | 0.22% | 5.07% | 6.08% |
Drawdowns
FFXSX vs. FBGRX - Drawdown Comparison
The maximum FFXSX drawdown since its inception was -9.65%, smaller than the maximum FBGRX drawdown of -55.96%. Use the drawdown chart below to compare losses from any high point for FFXSX and FBGRX. For additional features, visit the drawdowns tool.
Volatility
FFXSX vs. FBGRX - Volatility Comparison
The current volatility for Fidelity Limited Term Government Fund (FFXSX) is 0.65%, while Fidelity Blue Chip Growth Fund (FBGRX) has a volatility of 7.00%. This indicates that FFXSX 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.