FKICX vs. FBGRX
Compare and contrast key facts about Fidelity Small Cap Stock K6 Fund (FKICX) and Fidelity Blue Chip Growth Fund (FBGRX).
FKICX is managed by Fidelity. It was launched on May 25, 2017. FBGRX is managed by Fidelity. It was launched on Dec 31, 1987.
Performance
FKICX vs. FBGRX - Performance Comparison
Loading graphics...
FKICX vs. FBGRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FKICX Fidelity Small Cap Stock K6 Fund | -1.75% | 16.09% | 8.86% | 19.94% | -21.61% | 21.00% | 14.68% | 29.83% | -12.07% | 11.23% |
FBGRX Fidelity Blue Chip Growth Fund | -7.12% | 19.91% | 39.77% | 55.61% | -38.45% | 22.64% | 62.20% | 33.43% | 1.02% | 13.07% |
Returns By Period
In the year-to-date period, FKICX achieves a -1.75% return, which is significantly higher than FBGRX's -7.12% return.
FKICX
- 1D
- 3.50%
- 1M
- -6.33%
- YTD
- -1.75%
- 6M
- 0.27%
- 1Y
- 20.12%
- 3Y*
- 12.86%
- 5Y*
- 4.61%
- 10Y*
- —
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%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FKICX vs. FBGRX - Expense Ratio Comparison
FKICX has a 0.60% expense ratio, which is lower than FBGRX's 0.79% expense ratio.
Return for Risk
FKICX vs. FBGRX — Risk / Return Rank
FKICX
FBGRX
FKICX vs. FBGRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Small Cap Stock K6 Fund (FKICX) 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.
| FKICX | FBGRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.96 | 1.13 | -0.17 |
Sortino ratioReturn per unit of downside risk | 1.50 | 1.73 | -0.23 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.25 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.49 | 2.00 | -0.51 |
Martin ratioReturn relative to average drawdown | 4.95 | 7.92 | -2.97 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| FKICX | FBGRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.96 | 1.13 | -0.17 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.09 | 0.47 | -0.38 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.81 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.21 | 0.65 | -0.44 |
Correlation
The correlation between FKICX and FBGRX is 0.73, 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
FKICX vs. FBGRX - Dividend Comparison
FKICX's dividend yield for the trailing twelve months is around 24.06%, more than FBGRX's 2.05% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FKICX Fidelity Small Cap Stock K6 Fund | 24.06% | 23.64% | 106.70% | 0.16% | 9.77% | 24.10% | 0.27% | 0.81% | 5.50% | 0.56% | 0.00% | 0.00% |
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
FKICX vs. FBGRX - Drawdown Comparison
The maximum FKICX drawdown since its inception was -58.55%, roughly equal to the maximum FBGRX drawdown of -58.64%. Use the drawdown chart below to compare losses from any high point for FKICX and FBGRX.
Loading graphics...
Drawdown Indicators
| FKICX | FBGRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.55% | -58.64% | +0.09% |
Max Drawdown (1Y)Largest decline over 1 year | -12.42% | -13.89% | +1.47% |
Max Drawdown (5Y)Largest decline over 5 years | -58.55% | -43.08% | -15.47% |
Max Drawdown (10Y)Largest decline over 10 years | — | -43.08% | — |
Current DrawdownCurrent decline from peak | -44.19% | -8.68% | -35.51% |
Average DrawdownAverage peak-to-trough decline | -14.73% | -12.58% | -2.15% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.74% | 3.51% | +0.23% |
Volatility
FKICX vs. FBGRX - Volatility Comparison
Fidelity Small Cap Stock K6 Fund (FKICX) and Fidelity Blue Chip Growth Fund (FBGRX) have volatilities of 7.56% and 7.83%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| FKICX | FBGRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.56% | 7.83% | -0.27% |
Volatility (6M)Calculated over the trailing 6-month period | 13.39% | 14.08% | -0.69% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.47% | 24.98% | -3.51% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 51.28% | 24.93% | +26.35% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 41.48% | 23.63% | +17.85% |