FPXTX vs. FBGRX
Compare and contrast key facts about Fidelity Pennsylvania Municipal Income Fund (FPXTX) and Fidelity Blue Chip Growth Fund (FBGRX).
FPXTX is managed by Fidelity. It was launched on Aug 6, 1986. 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: FPXTX or FBGRX.
Correlation
The correlation between FPXTX and FBGRX is 0.00, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
FPXTX vs. FBGRX - Performance Comparison
Key characteristics
FPXTX:
0.90
FBGRX:
1.07
FPXTX:
1.25
FBGRX:
1.51
FPXTX:
1.19
FBGRX:
1.20
FPXTX:
0.47
FBGRX:
1.50
FPXTX:
2.75
FBGRX:
4.51
FPXTX:
1.01%
FBGRX:
4.99%
FPXTX:
3.08%
FBGRX:
20.99%
FPXTX:
-16.21%
FBGRX:
-57.42%
FPXTX:
-1.96%
FBGRX:
-4.24%
Returns By Period
In the year-to-date period, FPXTX achieves a 0.62% return, which is significantly higher than FBGRX's 0.47% return. Over the past 10 years, FPXTX has underperformed FBGRX with an annualized return of 1.96%, while FBGRX has yielded a comparatively higher 12.90% annualized return.
FPXTX
0.62%
0.81%
0.96%
2.88%
0.55%
1.96%
FBGRX
0.47%
-3.64%
4.49%
18.33%
14.27%
12.90%
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FPXTX vs. FBGRX - Expense Ratio Comparison
FPXTX has a 0.48% expense ratio, which is lower than FBGRX's 0.79% expense ratio.
Risk-Adjusted Performance
FPXTX vs. FBGRX — Risk-Adjusted Performance Rank
FPXTX
FBGRX
FPXTX vs. FBGRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Pennsylvania Municipal Income Fund (FPXTX) 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
FPXTX vs. FBGRX - Dividend Comparison
FPXTX's dividend yield for the trailing twelve months is around 2.83%, more than FBGRX's 0.23% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FPXTX Fidelity Pennsylvania Municipal Income Fund | 2.83% | 2.84% | 2.66% | 2.48% | 2.17% | 2.36% | 2.71% | 2.89% | 2.93% | 3.05% | 3.31% | 3.69% |
FBGRX Fidelity Blue Chip Growth Fund | 0.23% | 0.23% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.12% | 0.09% | 0.22% | 5.07% | 6.08% |
Drawdowns
FPXTX vs. FBGRX - Drawdown Comparison
The maximum FPXTX drawdown since its inception was -16.21%, smaller than the maximum FBGRX drawdown of -57.42%. Use the drawdown chart below to compare losses from any high point for FPXTX and FBGRX. For additional features, visit the drawdowns tool.
Volatility
FPXTX vs. FBGRX - Volatility Comparison
The current volatility for Fidelity Pennsylvania Municipal Income Fund (FPXTX) is 0.89%, while Fidelity Blue Chip Growth Fund (FBGRX) has a volatility of 6.64%. This indicates that FPXTX 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.