FHLFX vs. FBGRX
Compare and contrast key facts about Fidelity Series International Index Fund (FHLFX) and Fidelity Blue Chip Growth Fund (FBGRX).
FHLFX is managed by Fidelity. It was launched on Aug 17, 2018. FBGRX is managed by Fidelity. It was launched on Dec 31, 1987.
Performance
FHLFX vs. FBGRX - Performance Comparison
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FHLFX vs. FBGRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
FHLFX Fidelity Series International Index Fund | 0.99% | 31.96% | 3.67% | 18.16% | -14.17% | 11.23% | 8.09% | 21.66% | -10.70% |
FBGRX Fidelity Blue Chip Growth Fund | -7.12% | 19.91% | 39.77% | 55.61% | -38.45% | 22.64% | 62.20% | 33.43% | -15.88% |
Returns By Period
In the year-to-date period, FHLFX achieves a 0.99% return, which is significantly higher than FBGRX's -7.12% return.
FHLFX
- 1D
- 2.97%
- 1M
- -6.32%
- YTD
- 0.99%
- 6M
- 5.00%
- 1Y
- 22.99%
- 3Y*
- 14.59%
- 5Y*
- 8.30%
- 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%
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FHLFX vs. FBGRX - Expense Ratio Comparison
FHLFX has a 0.01% expense ratio, which is lower than FBGRX's 0.79% expense ratio.
Return for Risk
FHLFX vs. FBGRX — Risk / Return Rank
FHLFX
FBGRX
FHLFX vs. FBGRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Series International Index Fund (FHLFX) 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.
| FHLFX | FBGRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.39 | 1.13 | +0.26 |
Sortino ratioReturn per unit of downside risk | 1.90 | 1.73 | +0.18 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.25 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.95 | 2.00 | -0.05 |
Martin ratioReturn relative to average drawdown | 7.44 | 7.92 | -0.47 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FHLFX | FBGRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.39 | 1.13 | +0.26 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.53 | 0.47 | +0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.81 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.65 | -0.18 |
Correlation
The correlation between FHLFX and FBGRX is 0.67, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
FHLFX vs. FBGRX - Dividend Comparison
FHLFX's dividend yield for the trailing twelve months is around 3.43%, more than FBGRX's 2.05% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FHLFX Fidelity Series International Index Fund | 3.43% | 3.46% | 2.98% | 2.86% | 2.60% | 2.47% | 1.92% | 1.95% | 0.62% | 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
FHLFX vs. FBGRX - Drawdown Comparison
The maximum FHLFX drawdown since its inception was -33.58%, smaller than the maximum FBGRX drawdown of -58.64%. Use the drawdown chart below to compare losses from any high point for FHLFX and FBGRX.
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Drawdown Indicators
| FHLFX | FBGRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.58% | -58.64% | +25.06% |
Max Drawdown (1Y)Largest decline over 1 year | -11.37% | -13.89% | +2.52% |
Max Drawdown (5Y)Largest decline over 5 years | -29.36% | -43.08% | +13.72% |
Max Drawdown (10Y)Largest decline over 10 years | — | -43.08% | — |
Current DrawdownCurrent decline from peak | -8.18% | -8.68% | +0.50% |
Average DrawdownAverage peak-to-trough decline | -6.18% | -12.58% | +6.40% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.97% | 3.51% | -0.54% |
Volatility
FHLFX vs. FBGRX - Volatility Comparison
Fidelity Series International Index Fund (FHLFX) and Fidelity Blue Chip Growth Fund (FBGRX) have volatilities of 7.63% and 7.83%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FHLFX | FBGRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.63% | 7.83% | -0.20% |
Volatility (6M)Calculated over the trailing 6-month period | 11.01% | 14.08% | -3.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.06% | 24.98% | -7.92% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.82% | 24.93% | -9.11% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.63% | 23.63% | -6.00% |