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FIFNX vs. FBGRX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between FIFNX and FBGRX is 0.95, 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

FIFNX vs. FBGRX - Performance Comparison

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

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Key characteristics

Daily Std Dev

FIFNX:

15.02%

FBGRX:

28.19%

Max Drawdown

FIFNX:

-0.89%

FBGRX:

-57.42%

Current Drawdown

FIFNX:

0.00%

FBGRX:

-14.29%

Returns By Period


FIFNX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

FBGRX

YTD

-10.08%

1M

7.68%

6M

-9.47%

1Y

1.21%

5Y*

12.95%

10Y*

11.50%

*Annualized

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FIFNX vs. FBGRX - Expense Ratio Comparison

FIFNX has a 0.90% expense ratio, which is higher than FBGRX's 0.79% expense ratio.


Risk-Adjusted Performance

FIFNX vs. FBGRX — Risk-Adjusted Performance Rank

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

FIFNX
The Risk-Adjusted Performance Rank of FIFNX is 5050
Overall Rank
The Sharpe Ratio Rank of FIFNX is 5151
Sharpe Ratio Rank
The Sortino Ratio Rank of FIFNX is 5050
Sortino Ratio Rank
The Omega Ratio Rank of FIFNX is 4949
Omega Ratio Rank
The Calmar Ratio Rank of FIFNX is 5454
Calmar Ratio Rank
The Martin Ratio Rank of FIFNX is 4646
Martin Ratio Rank

FBGRX
The Risk-Adjusted Performance Rank of FBGRX is 2626
Overall Rank
The Sharpe Ratio Rank of FBGRX is 2424
Sharpe Ratio Rank
The Sortino Ratio Rank of FBGRX is 2727
Sortino Ratio Rank
The Omega Ratio Rank of FBGRX is 2626
Omega Ratio Rank
The Calmar Ratio Rank of FBGRX is 3131
Calmar Ratio Rank
The Martin Ratio Rank of FBGRX is 2222
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

FIFNX vs. FBGRX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Founders Fund (FIFNX) 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.



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Dividends

FIFNX vs. FBGRX - Dividend Comparison

FIFNX has not paid dividends to shareholders, while FBGRX's dividend yield for the trailing twelve months is around 0.26%.


TTM20242023202220212020201920182017201620152014
FIFNX
Fidelity Founders Fund
0.00%0.00%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
0.26%0.23%0.00%0.00%0.00%0.00%0.00%0.12%0.09%0.22%5.07%6.08%

Drawdowns

FIFNX vs. FBGRX - Drawdown Comparison

The maximum FIFNX drawdown since its inception was -0.89%, smaller than the maximum FBGRX drawdown of -57.42%. Use the drawdown chart below to compare losses from any high point for FIFNX and FBGRX. For additional features, visit the drawdowns tool.


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Volatility

FIFNX vs. FBGRX - Volatility Comparison


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