PortfoliosLab logoPortfoliosLab logo
FGJEX vs. FBGRX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

FGJEX vs. FBGRX - Performance Comparison

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

Loading graphics...

FGJEX vs. FBGRX - Yearly Performance Comparison


Returns By Period

In the year-to-date period, FGJEX achieves a -0.45% return, which is significantly higher than FBGRX's -7.12% return.


FGJEX

1D
2.61%
1M
-4.79%
YTD
-0.45%
6M
3.18%
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)

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


FGJEX vs. FBGRX - Expense Ratio Comparison

FGJEX has a 0.46% expense ratio, which is lower than FBGRX's 0.79% expense ratio.


Return for Risk

FGJEX vs. FBGRX — Risk / Return Rank

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

FGJEX

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.

FGJEX vs. FBGRX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Growth & Income Fund Class Z (FGJEX) 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.

FGJEX vs. FBGRX - Sharpe Ratio Comparison


Loading graphics...

Sharpe Ratios by Period


FGJEXFBGRXDifference

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

2.34

0.65

+1.69

Correlation

The correlation between FGJEX 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

FGJEX vs. FBGRX - Dividend Comparison

FGJEX's dividend yield for the trailing twelve months is around 9.63%, more than FBGRX's 2.05% yield.


TTM20252024202320222021202020192018201720162015
FGJEX
Fidelity Advisor Growth & Income Fund Class Z
9.63%9.59%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
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

FGJEX vs. FBGRX - Drawdown Comparison

The maximum FGJEX drawdown since its inception was -8.32%, smaller than the maximum FBGRX drawdown of -58.64%. Use the drawdown chart below to compare losses from any high point for FGJEX and FBGRX.


Loading graphics...

Drawdown Indicators


FGJEXFBGRXDifference

Max Drawdown

Largest peak-to-trough decline

-8.32%

-58.64%

+50.32%

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

-5.93%

-8.68%

+2.75%

Average Drawdown

Average peak-to-trough decline

-1.07%

-12.58%

+11.51%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.51%

Volatility

FGJEX vs. FBGRX - Volatility Comparison


Loading graphics...

Volatility by Period


FGJEXFBGRXDifference

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

11.08%

24.98%

-13.90%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

11.08%

24.93%

-13.85%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

11.08%

23.63%

-12.55%