FHLSX vs. FBGRX
Compare and contrast key facts about Fidelity Health Savings Fund (FHLSX) and Fidelity Blue Chip Growth Fund (FBGRX).
FHLSX is managed by Fidelity. It was launched on Mar 2, 2020. 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: FHLSX or FBGRX.
Correlation
The correlation between FHLSX and FBGRX is 0.72, 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.
Performance
FHLSX vs. FBGRX - Performance Comparison
Key characteristics
FHLSX:
1.85
FBGRX:
1.16
FHLSX:
2.67
FBGRX:
1.62
FHLSX:
1.34
FBGRX:
1.22
FHLSX:
1.15
FBGRX:
1.61
FHLSX:
9.05
FBGRX:
4.85
FHLSX:
1.07%
FBGRX:
4.98%
FHLSX:
5.25%
FBGRX:
20.80%
FHLSX:
-19.64%
FBGRX:
-57.42%
FHLSX:
-0.10%
FBGRX:
-1.53%
Returns By Period
In the year-to-date period, FHLSX achieves a 2.82% return, which is significantly lower than FBGRX's 3.31% return.
FHLSX
2.82%
1.32%
3.26%
9.81%
N/A
N/A
FBGRX
3.31%
0.66%
9.19%
26.32%
14.92%
13.23%
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FHLSX vs. FBGRX - Expense Ratio Comparison
FHLSX has a 0.47% expense ratio, which is lower than FBGRX's 0.79% expense ratio.
Risk-Adjusted Performance
FHLSX vs. FBGRX — Risk-Adjusted Performance Rank
FHLSX
FBGRX
FHLSX vs. FBGRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Health Savings Fund (FHLSX) 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
FHLSX vs. FBGRX - Dividend Comparison
FHLSX's dividend yield for the trailing twelve months is around 2.77%, more than FBGRX's 0.23% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FHLSX Fidelity Health Savings Fund | 2.77% | 2.83% | 2.78% | 3.18% | 2.13% | 0.98% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
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
FHLSX vs. FBGRX - Drawdown Comparison
The maximum FHLSX drawdown since its inception was -19.64%, smaller than the maximum FBGRX drawdown of -57.42%. Use the drawdown chart below to compare losses from any high point for FHLSX and FBGRX. For additional features, visit the drawdowns tool.
Volatility
FHLSX vs. FBGRX - Volatility Comparison
The current volatility for Fidelity Health Savings Fund (FHLSX) is 1.31%, while Fidelity Blue Chip Growth Fund (FBGRX) has a volatility of 6.27%. This indicates that FHLSX 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.