FGDDX vs. FBGRX

Last updated Jun 23, 2026

FGDDX (Fidelity Advisor Dividend Growth Fund Class A) and FBGRX (Fidelity Blue Chip Growth Fund) are both mutual funds - FGDDX is a Large Cap Blend Equities fund actively managed by Fidelity, while FBGRX is a Large Cap Growth Equities fund managed by Fidelity. Their correlation of 0.90 suggests significant overlap in exposure. FGDDX charges 1.16%/yr vs 0.79%/yr for FBGRX.

Performance

FGDDX vs. FBGRX - Performance Comparison

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

Returns By Period

FGDDX

• 1D: 1.72%
• 1M: 3.25%
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

FBGRX

• 1D: 2.03%
• 1M: 4.78%
• YTD: 19.05%
• 6M: 18.64%
• 1Y: 44.33%
• 3Y*: 31.24%
• 5Y*: 16.32%
• 10Y*: 22.23%

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

FGDDX vs. FBGRX - Yearly Performance Comparison

	2026 (YTD)
FGDDX Fidelity Advisor Dividend Growth Fund Class A	16.36%
FBGRX Fidelity Blue Chip Growth Fund	25.68%

Correlation

The correlation between FGDDX and FBGRX is 0.90, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (All Time) Calculated using the full available price history since Mar 16, 2026	0.90

Return for Risk

FGDDX vs. FBGRX — Risk / Return Rank

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

FGDDX

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

FBGRX

FBGRX Risk / Return Rank: 73
FBGRX Sharpe Ratio Rank: 76
FBGRX Sortino Ratio Rank: 63
FBGRX Omega Ratio Rank: 63
FBGRX Calmar Ratio Rank: 80
FBGRX Martin Ratio Rank: 83

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.

FGDDX vs. FBGRX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Dividend Growth Fund Class A (FGDDX) 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.

	FGDDX	FBGRX	Difference
Sharpe ratio: Return per unit of total volatility	—	2.34	—
Sortino ratio: Return per unit of downside risk	—	3.03	—
Omega ratio: Gain probability vs. loss probability	—	1.40	—
Calmar ratio: Return relative to maximum drawdown	—	3.46	—
Martin ratio: Return relative to average drawdown	—	14.31	—

Drawdowns

FGDDX vs. FBGRX - Drawdown Comparison

The maximum FGDDX drawdown since its inception was -5.73%, smaller than the maximum FBGRX drawdown of -58.64%. Use the drawdown chart below to compare losses from any high point for FGDDX and FBGRX.

Drawdown Indicators

	FGDDX	FBGRX	Difference
Max Drawdown Largest peak-to-trough decline	-5.73%	-58.64%	+52.91%
Max Drawdown (1Y) Largest decline over 1 year	—	-12.65%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-27.07%	—
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	0.00%	-0.34%	+0.34%
Average Drawdown Average peak-to-trough decline	-1.14%	-12.52%	+11.38%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	3.06%	—

Volatility

Volatility by Period

	FGDDX	FBGRX	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	7.86%	—
Volatility (6M) Calculated over the trailing 6-month period	—	14.72%	—
Volatility (1Y) Calculated over the trailing 1-year period	18.50%	18.71%	-0.21%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	18.50%	25.07%	-6.57%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	18.50%	23.78%	-5.28%

FGDDX vs. FBGRX - Expense Ratio Comparison

FGDDX has a 1.16% expense ratio, which is higher than FBGRX's 0.79% expense ratio.

Dividends

FGDDX vs. FBGRX - Dividend Comparison

FGDDX's dividend yield for the trailing twelve months is around 0.15%, less than FBGRX's 1.60% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
FBGRX Fidelity Blue Chip Growth Fund	1.60%	1.90%	5.95%	0.93%	0.57%	8.73%	6.40%	3.70%	6.32%	4.23%	4.05%	5.30%
FGDDX Fidelity Advisor Dividend Growth Fund Class A	0.15%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both FGDDX and FBGRX in my portfolio?

With a correlation of 0.90, FGDDX 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.