FINSX vs. FBGKX
Compare and contrast key facts about Fidelity Advisor New Insights Fund Class I (FINSX) and Fidelity Blue Chip Growth Fund Class K (FBGKX).
FINSX is managed by Fidelity. It was launched on Jul 31, 2003. FBGKX is managed by Fidelity. It was launched on May 9, 2008.
Performance
FINSX vs. FBGKX - Performance Comparison
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FINSX vs. FBGKX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FINSX Fidelity Advisor New Insights Fund Class I | -3.04% | 21.56% | 35.26% | 36.28% | -26.40% | 24.72% | 23.94% | 29.44% | -4.38% | 28.40% |
FBGKX Fidelity Blue Chip Growth Fund Class K | -5.76% | 19.99% | 39.87% | 55.76% | -38.40% | 22.74% | 62.35% | 33.56% | 1.11% | 36.08% |
Returns By Period
In the year-to-date period, FINSX achieves a -3.04% return, which is significantly higher than FBGKX's -5.76% return. Over the past 10 years, FINSX has underperformed FBGKX with an annualized return of 15.41%, while FBGKX has yielded a comparatively higher 19.35% annualized return.
FINSX
- 1D
- 1.09%
- 1M
- -3.68%
- YTD
- -3.04%
- 6M
- 0.25%
- 1Y
- 24.28%
- 3Y*
- 25.41%
- 5Y*
- 13.81%
- 10Y*
- 15.41%
FBGKX
- 1D
- 1.44%
- 1M
- -2.52%
- YTD
- -5.76%
- 6M
- -3.06%
- 1Y
- 27.35%
- 3Y*
- 27.24%
- 5Y*
- 12.15%
- 10Y*
- 19.35%
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FINSX vs. FBGKX - Expense Ratio Comparison
Both FINSX and FBGKX have an expense ratio of 0.68%.
Return for Risk
FINSX vs. FBGKX — Risk / Return Rank
FINSX
FBGKX
FINSX vs. FBGKX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor New Insights Fund Class I (FINSX) and Fidelity Blue Chip Growth Fund Class K (FBGKX). 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.
| FINSX | FBGKX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.28 | 1.16 | +0.12 |
Sortino ratioReturn per unit of downside risk | 1.89 | 1.76 | +0.13 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.25 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 2.42 | 2.14 | +0.28 |
Martin ratioReturn relative to average drawdown | 9.59 | 8.40 | +1.18 |
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
| FINSX | FBGKX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.28 | 1.16 | +0.12 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.73 | 0.49 | +0.24 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.80 | 0.82 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.63 | 0.64 | -0.01 |
Correlation
The correlation between FINSX and FBGKX is 0.96, 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
FINSX vs. FBGKX - Dividend Comparison
FINSX's dividend yield for the trailing twelve months is around 9.09%, more than FBGKX's 2.00% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FINSX Fidelity Advisor New Insights Fund Class I | 9.09% | 8.45% | 5.56% | 6.12% | 16.70% | 12.20% | 7.89% | 6.56% | 13.73% | 7.73% | 5.18% | 4.59% |
FBGKX Fidelity Blue Chip Growth Fund Class K | 2.00% | 1.89% | 6.00% | 0.93% | 0.56% | 8.77% | 6.41% | 3.70% | 6.41% | 4.26% | 4.22% | 5.36% |
Drawdowns
FINSX vs. FBGKX - Drawdown Comparison
The maximum FINSX drawdown since its inception was -48.25%, roughly equal to the maximum FBGKX drawdown of -48.90%. Use the drawdown chart below to compare losses from any high point for FINSX and FBGKX.
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Drawdown Indicators
| FINSX | FBGKX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -48.25% | -48.90% | +0.65% |
Max Drawdown (1Y)Largest decline over 1 year | -10.39% | -12.63% | +2.24% |
Max Drawdown (5Y)Largest decline over 5 years | -31.85% | -43.03% | +11.18% |
Max Drawdown (10Y)Largest decline over 10 years | -31.95% | -43.03% | +11.08% |
Current DrawdownCurrent decline from peak | -6.13% | -7.35% | +1.22% |
Average DrawdownAverage peak-to-trough decline | -6.83% | -8.43% | +1.60% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.73% | 3.54% | -0.81% |
Volatility
FINSX vs. FBGKX - Volatility Comparison
The current volatility for Fidelity Advisor New Insights Fund Class I (FINSX) is 6.71%, while Fidelity Blue Chip Growth Fund Class K (FBGKX) has a volatility of 7.94%. This indicates that FINSX experiences smaller price fluctuations and is considered to be less risky than FBGKX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FINSX | FBGKX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.71% | 7.94% | -1.23% |
Volatility (6M)Calculated over the trailing 6-month period | 11.48% | 14.15% | -2.67% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.86% | 25.06% | -5.20% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.05% | 24.92% | -5.87% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.24% | 23.62% | -4.38% |