FNARX vs. FBGRX
Compare and contrast key facts about Fidelity Natural Resources Fund (FNARX) and Fidelity Blue Chip Growth Fund (FBGRX).
FNARX is managed by Fidelity. It was launched on Mar 3, 1997. FBGRX is managed by Fidelity. It was launched on Dec 31, 1987.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FNARX or FBGRX.
Performance
FNARX vs. FBGRX - Performance Comparison
Returns By Period
In the year-to-date period, FNARX achieves a 12.87% return, which is significantly lower than FBGRX's 36.02% return. Over the past 10 years, FNARX has underperformed FBGRX with an annualized return of 3.55%, while FBGRX has yielded a comparatively higher 13.93% annualized return.
FNARX
12.87%
-1.37%
-5.16%
13.06%
14.83%
3.55%
FBGRX
36.02%
3.13%
13.49%
42.78%
18.16%
13.93%
Key characteristics
| FNARX | FBGRX | |
|---|---|---|
| Sharpe Ratio | 0.78 | 2.30 |
| Sortino Ratio | 1.13 | 3.00 |
| Omega Ratio | 1.14 | 1.41 |
| Calmar Ratio | 1.02 | 2.55 |
| Martin Ratio | 2.94 | 11.22 |
| Ulcer Index | 4.60% | 3.98% |
| Daily Std Dev | 17.41% | 19.37% |
| Max Drawdown | -72.60% | -57.42% |
| Current Drawdown | -5.86% | -1.20% |
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FNARX vs. FBGRX - Expense Ratio Comparison
FNARX has a 0.82% expense ratio, which is higher than FBGRX's 0.79% expense ratio.
Correlation
The correlation between FNARX and FBGRX is 0.53, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Risk-Adjusted Performance
FNARX vs. FBGRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Natural Resources Fund (FNARX) 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.
Dividends
FNARX vs. FBGRX - Dividend Comparison
FNARX's dividend yield for the trailing twelve months is around 1.28%, more than FBGRX's 0.20% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FNARX Fidelity Natural Resources Fund | 1.28% | 1.60% | 2.42% | 1.46% | 1.79% | 1.12% | 1.22% | 1.30% | 0.35% | 0.78% | 1.24% | 2.89% |
FBGRX Fidelity Blue Chip Growth Fund | 0.20% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.12% | 0.09% | 0.22% | 5.07% | 6.08% | 7.80% |
Drawdowns
FNARX vs. FBGRX - Drawdown Comparison
The maximum FNARX drawdown since its inception was -72.60%, which is greater than FBGRX's maximum drawdown of -57.42%. Use the drawdown chart below to compare losses from any high point for FNARX and FBGRX. For additional features, visit the drawdowns tool.
Volatility
FNARX vs. FBGRX - Volatility Comparison
The current volatility for Fidelity Natural Resources Fund (FNARX) is 4.22%, while Fidelity Blue Chip Growth Fund (FBGRX) has a volatility of 5.83%. This indicates that FNARX 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.