FIREX vs. FBGRX
Compare and contrast key facts about Fidelity International Real Estate Fund (FIREX) and Fidelity Blue Chip Growth Fund (FBGRX).
FIREX is managed by Fidelity. It was launched on Sep 8, 2004. FBGRX is managed by Fidelity. It was launched on Dec 31, 1987.
Performance
FIREX vs. FBGRX - Performance Comparison
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FIREX vs. FBGRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FIREX Fidelity International Real Estate Fund | -3.31% | 22.85% | -9.46% | 4.01% | -26.61% | 11.85% | 5.71% | 27.96% | -6.15% | 24.61% |
FBGRX Fidelity Blue Chip Growth Fund | -7.12% | 19.91% | 39.77% | 55.61% | -38.45% | 22.64% | 62.20% | 33.43% | 1.02% | 36.01% |
Returns By Period
In the year-to-date period, FIREX achieves a -3.31% return, which is significantly higher than FBGRX's -7.12% return. Over the past 10 years, FIREX has underperformed FBGRX with an annualized return of 3.60%, while FBGRX has yielded a comparatively higher 19.08% annualized return.
FIREX
- 1D
- 1.89%
- 1M
- -10.33%
- YTD
- -3.31%
- 6M
- -1.14%
- 1Y
- 14.41%
- 3Y*
- 3.84%
- 5Y*
- -2.02%
- 10Y*
- 3.60%
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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FIREX vs. FBGRX - Expense Ratio Comparison
FIREX has a 0.95% expense ratio, which is higher than FBGRX's 0.79% expense ratio.
Return for Risk
FIREX vs. FBGRX — Risk / Return Rank
FIREX
FBGRX
FIREX vs. FBGRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity International Real Estate Fund (FIREX) 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.
| FIREX | FBGRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.17 | 1.13 | +0.04 |
Sortino ratioReturn per unit of downside risk | 1.61 | 1.73 | -0.12 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.25 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.05 | 2.00 | -0.95 |
Martin ratioReturn relative to average drawdown | 4.43 | 7.92 | -3.48 |
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
| FIREX | FBGRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.17 | 1.13 | +0.04 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.15 | 0.47 | -0.62 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.26 | 0.81 | -0.55 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.25 | 0.65 | -0.40 |
Correlation
The correlation between FIREX and FBGRX is 0.55, 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
FIREX vs. FBGRX - Dividend Comparison
FIREX's dividend yield for the trailing twelve months is around 3.07%, more than FBGRX's 2.05% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIREX Fidelity International Real Estate Fund | 3.07% | 2.97% | 5.27% | 1.86% | 4.44% | 5.44% | 1.77% | 5.10% | 2.01% | 1.46% | 4.14% | 2.87% |
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
FIREX vs. FBGRX - Drawdown Comparison
The maximum FIREX drawdown since its inception was -71.40%, which is greater than FBGRX's maximum drawdown of -58.64%. Use the drawdown chart below to compare losses from any high point for FIREX and FBGRX.
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Drawdown Indicators
| FIREX | FBGRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -71.40% | -58.64% | -12.76% |
Max Drawdown (1Y)Largest decline over 1 year | -13.75% | -13.89% | +0.14% |
Max Drawdown (5Y)Largest decline over 5 years | -37.14% | -43.08% | +5.94% |
Max Drawdown (10Y)Largest decline over 10 years | -37.14% | -43.08% | +5.94% |
Current DrawdownCurrent decline from peak | -20.18% | -8.68% | -11.50% |
Average DrawdownAverage peak-to-trough decline | -18.74% | -12.58% | -6.16% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.25% | 3.51% | -0.26% |
Volatility
FIREX vs. FBGRX - Volatility Comparison
The current volatility for Fidelity International Real Estate Fund (FIREX) is 5.66%, while Fidelity Blue Chip Growth Fund (FBGRX) has a volatility of 7.83%. This indicates that FIREX 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.
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Volatility by Period
| FIREX | FBGRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.66% | 7.83% | -2.17% |
Volatility (6M)Calculated over the trailing 6-month period | 8.87% | 14.08% | -5.21% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.97% | 24.98% | -12.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.55% | 24.93% | -11.38% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.68% | 23.63% | -9.95% |