FOCPX vs. FBGRX
Compare and contrast key facts about Fidelity OTC Portfolio (FOCPX) and Fidelity Blue Chip Growth Fund (FBGRX).
FOCPX is managed by Fidelity. It was launched on Dec 31, 1984. FBGRX is managed by Fidelity. It was launched on Dec 31, 1987.
Performance
FOCPX vs. FBGRX - Performance Comparison
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FOCPX vs. FBGRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FOCPX Fidelity OTC Portfolio | -3.79% | 22.21% | 38.95% | 42.64% | -32.08% | 24.94% | 46.75% | 39.20% | -3.30% | 38.61% |
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, FOCPX achieves a -3.79% return, which is significantly higher than FBGRX's -7.12% return. Both investments have delivered pretty close results over the past 10 years, with FOCPX having a 19.71% annualized return and FBGRX not far behind at 19.08%.
FOCPX
- 1D
- 4.33%
- 1M
- -5.08%
- YTD
- -3.79%
- 6M
- 1.09%
- 1Y
- 31.42%
- 3Y*
- 26.50%
- 5Y*
- 13.38%
- 10Y*
- 19.71%
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%
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FOCPX vs. FBGRX - Expense Ratio Comparison
FOCPX has a 0.80% expense ratio, which is higher than FBGRX's 0.79% expense ratio.
Return for Risk
FOCPX vs. FBGRX — Risk / Return Rank
FOCPX
FBGRX
FOCPX vs. FBGRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity OTC Portfolio (FOCPX) 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.
| FOCPX | FBGRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.42 | 1.13 | +0.29 |
Sortino ratioReturn per unit of downside risk | 2.05 | 1.73 | +0.32 |
Omega ratioGain probability vs. loss probability | 1.29 | 1.25 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 2.59 | 2.00 | +0.59 |
Martin ratioReturn relative to average drawdown | 10.61 | 7.92 | +2.69 |
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
| FOCPX | FBGRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.42 | 1.13 | +0.29 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.60 | 0.47 | +0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.88 | 0.81 | +0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.63 | 0.65 | -0.02 |
Correlation
The correlation between FOCPX and FBGRX is 0.91, 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
FOCPX vs. FBGRX - Dividend Comparison
FOCPX's dividend yield for the trailing twelve months is around 8.08%, more than FBGRX's 2.05% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FOCPX Fidelity OTC Portfolio | 8.08% | 7.78% | 16.76% | 0.05% | 4.06% | 11.53% | 6.23% | 7.58% | 7.93% | 4.86% | 3.24% | 5.41% |
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
FOCPX vs. FBGRX - Drawdown Comparison
The maximum FOCPX drawdown since its inception was -70.25%, which is greater than FBGRX's maximum drawdown of -58.64%. Use the drawdown chart below to compare losses from any high point for FOCPX and FBGRX.
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Drawdown Indicators
| FOCPX | FBGRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -70.25% | -58.64% | -11.61% |
Max Drawdown (1Y)Largest decline over 1 year | -12.53% | -13.89% | +1.36% |
Max Drawdown (5Y)Largest decline over 5 years | -37.05% | -43.08% | +6.03% |
Max Drawdown (10Y)Largest decline over 10 years | -37.05% | -43.08% | +6.03% |
Current DrawdownCurrent decline from peak | -7.45% | -8.68% | +1.23% |
Average DrawdownAverage peak-to-trough decline | -17.08% | -12.58% | -4.50% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.06% | 3.51% | -0.45% |
Volatility
FOCPX vs. FBGRX - Volatility Comparison
Fidelity OTC Portfolio (FOCPX) and Fidelity Blue Chip Growth Fund (FBGRX) have volatilities of 8.08% and 7.83%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FOCPX | FBGRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.08% | 7.83% | +0.25% |
Volatility (6M)Calculated over the trailing 6-month period | 14.14% | 14.08% | +0.06% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.04% | 24.98% | -1.94% |
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 | 22.36% | 23.63% | -1.27% |