FLUAX vs. FBGRX

Last updated Aug 1, 2026

FLUAX (Fidelity Advisor Stock Selector Large Cap Value Fund Class A) and FBGRX (Fidelity Blue Chip Growth Fund) are both mutual funds - FLUAX is a Large Cap Value Equities fund managed by Fidelity, while FBGRX is a Large Cap Growth Equities fund managed by Fidelity. Over the past 10 years, FLUAX returned 11.28%/yr vs 20.56%/yr for FBGRX. Their 0.76 correlation means they have sometimes moved together and sometimes differently. FLUAX charges 1.06%/yr vs 0.79%/yr for FBGRX.

Performance

FLUAX vs. FBGRX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Advisor Stock Selector Large Cap Value Fund Class A (FLUAX) and Fidelity Blue Chip Growth Fund (FBGRX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, FLUAX achieves a 13.58% return, which is significantly higher than FBGRX's 10.15% return. Over the past 10 years, FLUAX has underperformed FBGRX with an annualized return of 11.28%, while FBGRX has yielded a comparatively higher 20.56% annualized return.

FLUAX

• 1D: 0.41%
• 1M: 2.33%
• 6M: 10.13%
• YTD: 13.58%
• 1Y: 25.88%
• 3Y*: 16.97%
• 5Y*: 11.69%
• 10Y*: 11.28%
• ALL TIME*: 7.86%

FBGRX

• 1D: 3.14%
• 1M: -4.18%
• 6M: 10.25%
• YTD: 10.15%
• 1Y: 24.18%
• 3Y*: 25.20%
• 5Y*: 13.50%
• 10Y*: 20.56%
• ALL TIME*: 13.47%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
FBGRX Fidelity Blue Chip Growth Fund	$0.00	$0.00	$0.00
FLUAX Fidelity Advisor Stock Selector Large Cap Value Fund Class A	$0.00	$0.00	$0.00

FLUAX vs. FBGRX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
FLUAX Fidelity Advisor Stock Selector Large Cap Value Fund Class A	13.58%	15.63%	16.94%	14.09%	-5.77%	25.27%	3.86%	24.29%	-9.57%	11.95%
FBGRX Fidelity Blue Chip Growth Fund	10.15%	19.91%	39.77%	55.61%	-38.45%	22.64%	62.20%	33.43%	1.02%	36.01%

Correlation

The correlation between FLUAX and FBGRX is 0.47, which is low. Their historical price movements had little consistent relationship.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.47
Correlation (3Y) Balances recent behavior with more history.	0.49
Correlation (5Y) Shows whether the relationship held over a longer period.	0.61
Correlation (10Y) Provides a long-term view across more market conditions.	0.62
Correlation (All Time) Calculated using the full available price history since Jan 3, 2006	0.76

Over the past year, the correlation between FLUAX and FBGRX has dropped to 0.47 - well below their long-term average of 0.76, suggesting their price drivers have been diverging.

Return for Risk

FLUAX vs. FBGRX — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

FLUAX

FLUAX Risk / Return Rank: 87
FLUAX Sharpe Ratio Rank: 87
FLUAX Sortino Ratio Rank: 85
FLUAX Omega Ratio Rank: 81
FLUAX Calmar Ratio Rank: 89
FLUAX Martin Ratio Rank: 92

FBGRX

FBGRX Risk / Return Rank: 40
FBGRX Sharpe Ratio Rank: 37
FBGRX Sortino Ratio Rank: 36
FBGRX Omega Ratio Rank: 35
FBGRX Calmar Ratio Rank: 47
FBGRX Martin Ratio Rank: 45

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

FLUAX vs. FBGRX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Stock Selector Large Cap Value Fund Class A (FLUAX) 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	FLUAX	FBGRX	Difference
Sharpe ratio: Return per unit of total volatility	2.16	1.09	+1.07
Sortino ratio: Return per unit of downside risk	3.11	1.58	+1.53
Omega ratio: Gain probability vs. loss probability	1.39	1.19	+0.19
Calmar ratio: Return relative to maximum drawdown	3.31	1.73	+1.58
Martin ratio: Return relative to average drawdown	13.70	6.19	+7.51

FLUAX vs. FBGRX - Sharpe Ratio Comparison

The current FLUAX Sharpe Ratio is 2.16, which is higher than the FBGRX Sharpe Ratio of 1.09. The chart below compares the historical Sharpe Ratios of FLUAX and FBGRX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

FLUAX vs. FBGRX - Drawdown Comparison

The maximum FLUAX drawdown since its inception was -59.15%, roughly equal to the maximum FBGRX drawdown of -58.64%. Use the drawdown chart below to compare losses from any high point for FLUAX and FBGRX.

Drawdown Indicators

	FLUAX	FBGRX	Difference
Max Drawdown Largest peak-to-trough decline	-59.15%	-58.64%	-0.51%
Max Drawdown (1Y) Largest decline over 1 year	-7.05%	-12.65%	+5.60%
Max Drawdown (3Y) Largest decline over 3 years	-15.57%	-27.07%	+11.50%
Max Drawdown (5Y) Largest decline over 5 years	-19.48%	-43.08%	+23.60%
Max Drawdown (10Y) Largest decline over 10 years	-39.72%	-43.08%	+3.36%
Current Drawdown Current decline from peak	-0.78%	-7.79%	+7.01%
Average Drawdown Average peak-to-trough decline	-9.65%	-12.49%	+2.84%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.71%	3.54%	-1.83%

Volatility

FLUAX vs. FBGRX - Volatility Comparison

The current volatility for Fidelity Advisor Stock Selector Large Cap Value Fund Class A (FLUAX) is 3.06%, while Fidelity Blue Chip Growth Fund (FBGRX) has a volatility of 6.56%. This indicates that FLUAX 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.

Volatility by Period

	FLUAX	FBGRX	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.06%	6.56%	-3.50%
Volatility (6M) Calculated over the trailing 6-month period	8.13%	16.09%	-7.96%
Volatility (1Y) Calculated over the trailing 1-year period	10.82%	20.05%	-9.23%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	15.40%	25.24%	-9.84%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	17.66%	23.83%	-6.17%

FLUAX vs. FBGRX - Expense Ratio Comparison

FLUAX has a 1.06% expense ratio, which is higher than FBGRX's 0.79% expense ratio.

Dividends

FLUAX vs. FBGRX - Dividend Comparison

FLUAX's dividend yield for the trailing twelve months is around 8.68%, more than FBGRX's 1.72% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
FBGRX Fidelity Blue Chip Growth Fund	1.72%	1.90%	5.95%	0.93%	0.57%	8.73%	6.40%	3.70%	6.32%	4.23%	4.05%	5.30%
FLUAX Fidelity Advisor Stock Selector Large Cap Value Fund Class A	8.68%	7.97%	10.24%	2.27%	8.11%	4.19%	1.94%	1.45%	7.28%	0.79%	1.06%	0.98%

Frequently Asked Questions

Can I hold both FLUAX and FBGRX in my portfolio?

FLUAX and FBGRX have a correlation of 0.47, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, FLUAX or FBGRX?

FBGRX has higher volatility (6.56%) compared to FLUAX (3.06%). In terms of maximum drawdown, FLUAX dropped -59.15% vs FBGRX's -58.64%.

Which has better risk-adjusted returns?

FLUAX currently has the higher Sharpe Ratio (2.16 vs 1.09), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.