FKGRX vs. FBGRX
Compare and contrast key facts about Franklin Growth Fund (FKGRX) and Fidelity Blue Chip Growth Fund (FBGRX).
FKGRX is managed by Franklin Templeton. It was launched on Apr 1, 1948. 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: FKGRX or FBGRX.
Correlation
The correlation between FKGRX and FBGRX is 0.90, 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
FKGRX vs. FBGRX - Performance Comparison
Key characteristics
FKGRX:
0.64
FBGRX:
1.74
FKGRX:
0.91
FBGRX:
2.31
FKGRX:
1.13
FBGRX:
1.32
FKGRX:
0.35
FBGRX:
2.31
FKGRX:
3.44
FBGRX:
7.27
FKGRX:
2.92%
FBGRX:
4.88%
FKGRX:
15.71%
FBGRX:
20.38%
FKGRX:
-51.50%
FBGRX:
-57.42%
FKGRX:
-20.17%
FBGRX:
-3.52%
Returns By Period
In the year-to-date period, FKGRX achieves a -0.13% return, which is significantly lower than FBGRX's 0.39% return. Over the past 10 years, FKGRX has underperformed FBGRX with an annualized return of 6.45%, while FBGRX has yielded a comparatively higher 13.81% annualized return.
FKGRX
-0.13%
-11.31%
-5.85%
11.38%
3.43%
6.45%
FBGRX
0.39%
-0.25%
2.85%
36.92%
16.23%
13.81%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FKGRX vs. FBGRX - Expense Ratio Comparison
Both FKGRX and FBGRX have an expense ratio of 0.79%.
Risk-Adjusted Performance
FKGRX vs. FBGRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin Growth Fund (FKGRX) 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
FKGRX vs. FBGRX - Dividend Comparison
FKGRX has not paid dividends to shareholders, while FBGRX's dividend yield for the trailing twelve months is around 1.07%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FKGRX Franklin Growth Fund | 0.00% | 0.00% | 0.18% | 0.00% | 0.00% | 0.14% | 0.41% | 0.49% | 0.38% | 0.51% | 0.65% | 0.25% |
FBGRX Fidelity Blue Chip Growth Fund | 1.07% | 1.07% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.12% | 0.09% | 0.22% | 5.07% | 6.08% |
Drawdowns
FKGRX vs. FBGRX - Drawdown Comparison
The maximum FKGRX drawdown since its inception was -51.50%, smaller than the maximum FBGRX drawdown of -57.42%. Use the drawdown chart below to compare losses from any high point for FKGRX and FBGRX. For additional features, visit the drawdowns tool.
Volatility
FKGRX vs. FBGRX - Volatility Comparison
Franklin Growth Fund (FKGRX) has a higher volatility of 7.68% compared to Fidelity Blue Chip Growth Fund (FBGRX) at 5.89%. This indicates that FKGRX's price experiences larger fluctuations and is considered to be riskier than FBGRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.