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FMEIX vs. FBGRX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between FMEIX and FBGRX is 0.84, 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.


-0.50.00.51.00.8

Performance

FMEIX vs. FBGRX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Mid Cap Enhanced Index Fund (FMEIX) and Fidelity Blue Chip Growth Fund (FBGRX). The values are adjusted to include any dividend payments, if applicable.

-10.00%-5.00%0.00%5.00%10.00%JulyAugustSeptemberOctoberNovemberDecember0
8.18%
FMEIX
FBGRX

Key characteristics

Returns By Period


FMEIX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

FBGRX

YTD

37.36%

1M

5.40%

6M

7.36%

1Y

36.63%

5Y*

17.05%

10Y*

13.82%

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FMEIX vs. FBGRX - Expense Ratio Comparison

FMEIX has a 0.45% expense ratio, which is lower than FBGRX's 0.79% expense ratio.


FBGRX
Fidelity Blue Chip Growth Fund
Expense ratio chart for FBGRX: current value at 0.79% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.79%
Expense ratio chart for FMEIX: current value at 0.45% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.45%

Risk-Adjusted Performance

FMEIX vs. FBGRX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Mid Cap Enhanced Index Fund (FMEIX) 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.


Sharpe ratio
No data
The chart of Calmar ratio for FMEIX, currently valued at 0.00, compared to the broader market0.002.004.006.008.0010.0012.000.002.41
FMEIX
FBGRX


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00JulyAugustSeptemberOctoberNovemberDecember
1.00
1.82
FMEIX
FBGRX

Dividends

FMEIX vs. FBGRX - Dividend Comparison

FMEIX has not paid dividends to shareholders, while FBGRX's dividend yield for the trailing twelve months is around 1.03%.


TTM20232022202120202019201820172016201520142013
FMEIX
Fidelity Mid Cap Enhanced Index Fund
0.00%1.59%3.40%13.85%3.45%3.85%10.62%6.61%1.30%1.79%10.21%5.77%
FBGRX
Fidelity Blue Chip Growth Fund
1.03%0.00%0.00%0.00%0.00%0.00%0.12%0.09%0.22%5.07%6.08%7.80%

Drawdowns

FMEIX vs. FBGRX - Drawdown Comparison


-15.00%-10.00%-5.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-10.46%
-0.38%
FMEIX
FBGRX

Volatility

FMEIX vs. FBGRX - Volatility Comparison

The current volatility for Fidelity Mid Cap Enhanced Index Fund (FMEIX) is 0.00%, while Fidelity Blue Chip Growth Fund (FBGRX) has a volatility of 5.60%. This indicates that FMEIX 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.


0.00%2.00%4.00%6.00%8.00%10.00%JulyAugustSeptemberOctoberNovemberDecember0
5.60%
FMEIX
FBGRX
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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