FLUTX vs. FBGRX
FLUTX (Fidelity Advisor Stock Selector Large Cap Value Fund Class M) and FBGRX (Fidelity Blue Chip Growth Fund) are both mutual funds - FLUTX 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, FLUTX returned 10.51%/yr vs 21.88%/yr for FBGRX. A 0.77 correlation means they provide meaningful diversification when combined. FLUTX charges 1.32%/yr vs 0.79%/yr for FBGRX.
Performance
FLUTX vs. FBGRX - Performance Comparison
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Returns By Period
In the year-to-date period, FLUTX achieves a 7.19% return, which is significantly lower than FBGRX's 18.56% return. Over the past 10 years, FLUTX has underperformed FBGRX with an annualized return of 10.51%, while FBGRX has yielded a comparatively higher 21.88% annualized return.
FLUTX
- 1D
- 0.27%
- 1M
- 1.54%
- YTD
- 7.19%
- 6M
- 8.37%
- 1Y
- 20.07%
- 3Y*
- 17.33%
- 5Y*
- 9.93%
- 10Y*
- 10.51%
FBGRX
- 1D
- 0.76%
- 1M
- 9.10%
- YTD
- 18.56%
- 6M
- 19.76%
- 1Y
- 44.98%
- 3Y*
- 32.54%
- 5Y*
- 17.08%
- 10Y*
- 21.88%
FLUTX vs. FBGRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FLUTX Fidelity Advisor Stock Selector Large Cap Value Fund Class M | 7.19% | 15.37% | 16.60% | 13.81% | -6.00% | 24.95% | 3.53% | 23.94% | -9.82% | 11.63% |
FBGRX Fidelity Blue Chip Growth Fund | 18.56% | 19.91% | 39.77% | 55.61% | -38.45% | 22.64% | 62.20% | 33.43% | 1.02% | 36.01% |
Correlation
The correlation between FLUTX and FBGRX is 0.51, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.51 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.50 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.62 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.63 |
Correlation (All Time) Calculated using the full available price history since Jan 4, 2006 | 0.77 |
Over the past year, the correlation between FLUTX and FBGRX has dropped to 0.51 - well below their long-term average of 0.77, suggesting their price drivers have been diverging.
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Return for Risk
FLUTX vs. FBGRX — Risk / Return Rank
FLUTX
FBGRX
FLUTX 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 M (FLUTX) 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.
| FLUTX | FBGRX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.68 | ||
| Sortino ratioReturn per unit of downside risk | -0.54 | ||
| Omega ratioGain probability vs. loss probability | 1.36 | 1.45 | -0.09 |
| Calmar ratioReturn relative to maximum drawdown | 2.93 | 3.67 | -0.74 |
| Martin ratioReturn relative to average drawdown | 11.83 | 15.56 | -3.73 |
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
| FLUTX | FBGRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.98 | 2.67 | -0.68 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.65 | 0.69 | -0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.60 | 0.93 | -0.33 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.37 | 0.68 | -0.32 |
Drawdowns
FLUTX vs. FBGRX - Drawdown Comparison
The maximum FLUTX drawdown since its inception was -59.38%, roughly equal to the maximum FBGRX drawdown of -58.64%. Use the drawdown chart below to compare losses from any high point for FLUTX and FBGRX.
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Drawdown Indicators
| FLUTX | FBGRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.38% | -58.64% | -0.74% |
Max Drawdown (1Y)Largest decline over 1 year | -7.09% | -12.65% | +5.56% |
Max Drawdown (3Y)Largest decline over 3 years | -15.49% | -27.07% | +11.58% |
Max Drawdown (5Y)Largest decline over 5 years | -19.54% | -43.08% | +23.54% |
Max Drawdown (10Y)Largest decline over 10 years | -39.76% | -43.08% | +3.32% |
Current DrawdownCurrent decline from peak | -0.37% | 0.00% | -0.37% |
Average DrawdownAverage peak-to-trough decline | -9.99% | -12.53% | +2.54% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.75% | 2.98% | -1.23% |
Volatility
FLUTX vs. FBGRX - Volatility Comparison
The current volatility for Fidelity Advisor Stock Selector Large Cap Value Fund Class M (FLUTX) is 2.61%, while Fidelity Blue Chip Growth Fund (FBGRX) has a volatility of 4.14%. This indicates that FLUTX 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
| FLUTX | FBGRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.61% | 4.14% | -1.53% |
Volatility (6M)Calculated over the trailing 6-month period | 7.87% | 13.00% | -5.13% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.49% | 17.44% | -6.95% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.40% | 24.88% | -9.48% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.68% | 23.69% | -6.01% |
FLUTX vs. FBGRX - Expense Ratio Comparison
FLUTX has a 1.32% expense ratio, which is higher than FBGRX's 0.79% expense ratio.
Dividends
FLUTX vs. FBGRX - Dividend Comparison
FLUTX's dividend yield for the trailing twelve months is around 8.96%, more than FBGRX's 1.60% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FBGRX Fidelity Blue Chip Growth Fund | 1.60% | 1.90% | 5.95% | 0.93% | 0.57% | 8.73% | 6.40% | 3.70% | 6.32% | 4.23% | 4.05% | 5.30% |
FLUTX Fidelity Advisor Stock Selector Large Cap Value Fund Class M | 8.96% | 7.71% | 10.00% | 2.08% | 7.89% | 3.93% | 1.67% | 1.19% | 6.98% | 0.50% | 0.73% | 0.66% |
Frequently Asked Questions
FLUTX and FBGRX have a correlation of 0.51, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
FBGRX has higher volatility (4.14%) compared to FLUTX (2.61%). In terms of maximum drawdown, FLUTX dropped -59.38% vs FBGRX's -58.64%.
FBGRX currently has the higher Sharpe Ratio (2.67 vs 1.98), 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.
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