FPHAX vs. FBGRX
Compare and contrast key facts about Fidelity Select Pharmaceuticals Portfolio (FPHAX) and Fidelity Blue Chip Growth Fund (FBGRX).
FPHAX is managed by Fidelity. It was launched on Jun 17, 2001. 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: FPHAX or FBGRX.
Performance
FPHAX vs. FBGRX - Performance Comparison
Returns By Period
In the year-to-date period, FPHAX achieves a 10.38% return, which is significantly lower than FBGRX's 33.68% return. Over the past 10 years, FPHAX has underperformed FBGRX with an annualized return of 3.06%, while FBGRX has yielded a comparatively higher 13.79% annualized return.
FPHAX
10.38%
-12.39%
-7.31%
15.38%
4.10%
3.06%
FBGRX
33.68%
1.35%
12.47%
42.12%
17.66%
13.79%
Key characteristics
| FPHAX | FBGRX | |
|---|---|---|
| Sharpe Ratio | 1.05 | 2.19 |
| Sortino Ratio | 1.53 | 2.88 |
| Omega Ratio | 1.19 | 1.40 |
| Calmar Ratio | 0.95 | 2.37 |
| Martin Ratio | 3.99 | 10.66 |
| Ulcer Index | 4.20% | 3.97% |
| Daily Std Dev | 15.93% | 19.33% |
| Max Drawdown | -37.34% | -57.42% |
| Current Drawdown | -17.64% | -2.90% |
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FPHAX vs. FBGRX - Expense Ratio Comparison
FPHAX has a 0.75% expense ratio, which is lower than FBGRX's 0.79% expense ratio.
Correlation
The correlation between FPHAX and FBGRX is 0.68, 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
FPHAX vs. FBGRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Pharmaceuticals Portfolio (FPHAX) 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
FPHAX vs. FBGRX - Dividend Comparison
FPHAX's dividend yield for the trailing twelve months is around 0.77%, more than FBGRX's 0.20% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FPHAX Fidelity Select Pharmaceuticals Portfolio | 0.77% | 0.63% | 1.33% | 1.17% | 1.31% | 1.31% | 1.44% | 1.33% | 1.07% | 5.59% | 5.81% | 11.12% |
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
FPHAX vs. FBGRX - Drawdown Comparison
The maximum FPHAX drawdown since its inception was -37.34%, smaller than the maximum FBGRX drawdown of -57.42%. Use the drawdown chart below to compare losses from any high point for FPHAX and FBGRX. For additional features, visit the drawdowns tool.
Volatility
FPHAX vs. FBGRX - Volatility Comparison
Fidelity Select Pharmaceuticals Portfolio (FPHAX) and Fidelity Blue Chip Growth Fund (FBGRX) have volatilities of 5.80% and 5.74%, 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.