FLVCX vs. FBGRX
Compare and contrast key facts about Fidelity Leveraged Company Stock Fund (FLVCX) and Fidelity Blue Chip Growth Fund (FBGRX).
FLVCX is managed by Fidelity. It was launched on Dec 19, 2000. FBGRX is managed by Fidelity. It was launched on Dec 31, 1987.
Performance
FLVCX vs. FBGRX - Performance Comparison
Loading graphics...
FLVCX vs. FBGRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FLVCX Fidelity Leveraged Company Stock Fund | -3.00% | 20.34% | 26.95% | 26.10% | -22.99% | 26.08% | 26.74% | 35.60% | -16.43% | 20.92% |
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, FLVCX achieves a -3.00% return, which is significantly higher than FBGRX's -7.12% return. Over the past 10 years, FLVCX has underperformed FBGRX with an annualized return of 13.20%, while FBGRX has yielded a comparatively higher 19.08% annualized return.
FLVCX
- 1D
- 4.31%
- 1M
- -7.81%
- YTD
- -3.00%
- 6M
- -3.62%
- 1Y
- 29.52%
- 3Y*
- 20.31%
- 5Y*
- 10.25%
- 10Y*
- 13.20%
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.
FLVCX vs. FBGRX - Expense Ratio Comparison
FLVCX has a 0.74% expense ratio, which is lower than FBGRX's 0.79% expense ratio.
Return for Risk
FLVCX vs. FBGRX — Risk / Return Rank
FLVCX
FBGRX
FLVCX vs. FBGRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Leveraged Company Stock Fund (FLVCX) 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.
| FLVCX | FBGRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.14 | 1.13 | +0.01 |
Sortino ratioReturn per unit of downside risk | 1.69 | 1.73 | -0.03 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.25 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 2.14 | 2.00 | +0.14 |
Martin ratioReturn relative to average drawdown | 7.68 | 7.92 | -0.24 |
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
| FLVCX | FBGRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.14 | 1.13 | +0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.46 | 0.47 | -0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.57 | 0.81 | -0.24 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.51 | 0.65 | -0.14 |
Correlation
The correlation between FLVCX and FBGRX is 0.85, 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
FLVCX vs. FBGRX - Dividend Comparison
FLVCX's dividend yield for the trailing twelve months is around 4.87%, more than FBGRX's 2.05% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FLVCX Fidelity Leveraged Company Stock Fund | 4.87% | 4.72% | 14.53% | 12.19% | 18.49% | 8.40% | 0.11% | 0.10% | 19.91% | 18.96% | 27.48% | 6.18% |
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
FLVCX vs. FBGRX - Drawdown Comparison
The maximum FLVCX drawdown since its inception was -70.02%, which is greater than FBGRX's maximum drawdown of -58.64%. Use the drawdown chart below to compare losses from any high point for FLVCX and FBGRX.
Loading graphics...
Drawdown Indicators
| FLVCX | FBGRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -70.02% | -58.64% | -11.38% |
Max Drawdown (1Y)Largest decline over 1 year | -14.31% | -13.89% | -0.42% |
Max Drawdown (5Y)Largest decline over 5 years | -28.54% | -43.08% | +14.54% |
Max Drawdown (10Y)Largest decline over 10 years | -44.14% | -43.08% | -1.06% |
Current DrawdownCurrent decline from peak | -9.32% | -8.68% | -0.64% |
Average DrawdownAverage peak-to-trough decline | -11.06% | -12.58% | +1.52% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.00% | 3.51% | +0.49% |
Volatility
FLVCX vs. FBGRX - Volatility Comparison
Fidelity Leveraged Company Stock Fund (FLVCX) has a higher volatility of 9.52% compared to Fidelity Blue Chip Growth Fund (FBGRX) at 7.83%. This indicates that FLVCX'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.
Loading graphics...
Volatility by Period
| FLVCX | FBGRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.52% | 7.83% | +1.69% |
Volatility (6M)Calculated over the trailing 6-month period | 16.65% | 14.08% | +2.57% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.29% | 24.98% | +2.31% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.59% | 24.93% | -2.34% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.26% | 23.63% | -0.37% |