FOCKX vs. FBGKX
Compare and contrast key facts about Fidelity OTC Portfolio Class K (FOCKX) and Fidelity Blue Chip Growth Fund Class K (FBGKX).
FOCKX is managed by Fidelity. It was launched on May 9, 2008. FBGKX is managed by Fidelity. It was launched on May 9, 2008.
Performance
FOCKX vs. FBGKX - Performance Comparison
Loading graphics...
FOCKX vs. FBGKX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FOCKX Fidelity OTC Portfolio Class K | -7.76% | 22.28% | 38.91% | 42.92% | -32.07% | 25.06% | 46.83% | 39.36% | -3.18% | 38.78% |
FBGKX Fidelity Blue Chip Growth Fund Class K | -11.14% | 19.99% | 39.87% | 55.76% | -38.40% | 22.74% | 62.35% | 33.56% | 1.11% | 36.08% |
Returns By Period
In the year-to-date period, FOCKX achieves a -7.76% return, which is significantly higher than FBGKX's -11.14% return. Both investments have delivered pretty close results over the past 10 years, with FOCKX having a 19.31% annualized return and FBGKX not far behind at 18.65%.
FOCKX
- 1D
- -1.33%
- 1M
- -8.64%
- YTD
- -7.76%
- 6M
- -2.82%
- 1Y
- 27.02%
- 3Y*
- 24.78%
- 5Y*
- 12.96%
- 10Y*
- 19.31%
FBGKX
- 1D
- -1.16%
- 1M
- -8.96%
- YTD
- -11.14%
- 6M
- -8.01%
- 1Y
- 22.62%
- 3Y*
- 24.77%
- 5Y*
- 11.24%
- 10Y*
- 18.65%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FOCKX vs. FBGKX - Expense Ratio Comparison
FOCKX has a 0.73% expense ratio, which is higher than FBGKX's 0.68% expense ratio.
Return for Risk
FOCKX vs. FBGKX — Risk / Return Rank
FOCKX
FBGKX
FOCKX vs. FBGKX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity OTC Portfolio Class K (FOCKX) and Fidelity Blue Chip Growth Fund Class K (FBGKX). 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.
| FOCKX | FBGKX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.20 | 0.91 | +0.28 |
Sortino ratioReturn per unit of downside risk | 1.76 | 1.44 | +0.33 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.21 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.66 | 1.21 | +0.45 |
Martin ratioReturn relative to average drawdown | 7.07 | 4.94 | +2.12 |
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
| FOCKX | FBGKX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.20 | 0.91 | +0.28 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.58 | 0.46 | +0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.07 | 0.79 | -0.73 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.07 | 0.63 | -0.56 |
Correlation
The correlation between FOCKX and FBGKX is 0.96, 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
FOCKX vs. FBGKX - Dividend Comparison
FOCKX's dividend yield for the trailing twelve months is around 8.19%, more than FBGKX's 2.12% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FOCKX Fidelity OTC Portfolio Class K | 8.19% | 7.56% | 16.42% | 0.09% | 3.97% | 11.34% | 6.18% | 7.49% | 7.81% | 4.85% | 3.25% | 5.42% |
FBGKX Fidelity Blue Chip Growth Fund Class K | 2.12% | 1.89% | 6.00% | 0.93% | 0.56% | 8.77% | 6.41% | 3.70% | 6.41% | 4.26% | 4.22% | 5.36% |
Drawdowns
FOCKX vs. FBGKX - Drawdown Comparison
The maximum FOCKX drawdown since its inception was -90.14%, which is greater than FBGKX's maximum drawdown of -48.90%. Use the drawdown chart below to compare losses from any high point for FOCKX and FBGKX.
Loading graphics...
Drawdown Indicators
| FOCKX | FBGKX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -90.14% | -48.90% | -41.24% |
Max Drawdown (1Y)Largest decline over 1 year | -12.55% | -13.89% | +1.34% |
Max Drawdown (5Y)Largest decline over 5 years | -36.97% | -43.03% | +6.06% |
Max Drawdown (10Y)Largest decline over 10 years | -90.14% | -43.03% | -47.11% |
Current DrawdownCurrent decline from peak | -11.28% | -12.63% | +1.35% |
Average DrawdownAverage peak-to-trough decline | -8.47% | -8.43% | -0.04% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.23% | 3.61% | -0.38% |
Volatility
FOCKX vs. FBGKX - Volatility Comparison
Fidelity OTC Portfolio Class K (FOCKX) has a higher volatility of 6.63% compared to Fidelity Blue Chip Growth Fund Class K (FBGKX) at 6.14%. This indicates that FOCKX's price experiences larger fluctuations and is considered to be riskier than FBGKX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| FOCKX | FBGKX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.63% | 6.14% | +0.49% |
Volatility (6M)Calculated over the trailing 6-month period | 13.55% | 13.36% | +0.19% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.78% | 24.68% | -1.90% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.54% | 24.85% | -2.31% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 288.89% | 23.58% | +265.31% |