FSAMX vs. FBGRX
Compare and contrast key facts about Strategic Advisers Emerging Markets Fund (FSAMX) and Fidelity Blue Chip Growth Fund (FBGRX).
FSAMX is managed by Fidelity. It was launched on Sep 29, 2010. FBGRX is managed by Fidelity. It was launched on Dec 31, 1987.
Performance
FSAMX vs. FBGRX - Performance Comparison
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FSAMX vs. FBGRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FSAMX Strategic Advisers Emerging Markets Fund | 1.25% | 34.09% | 8.34% | 11.94% | -22.32% | -2.15% | 20.39% | 21.87% | -17.13% | 38.40% |
FBGRX Fidelity Blue Chip Growth Fund | -11.15% | 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, FSAMX achieves a 1.25% return, which is significantly higher than FBGRX's -11.15% return. Over the past 10 years, FSAMX has underperformed FBGRX with an annualized return of 8.37%, while FBGRX has yielded a comparatively higher 18.55% annualized return.
FSAMX
- 1D
- -1.22%
- 1M
- -12.42%
- YTD
- 1.25%
- 6M
- 6.24%
- 1Y
- 31.93%
- 3Y*
- 15.98%
- 5Y*
- 3.91%
- 10Y*
- 8.37%
FBGRX
- 1D
- -1.17%
- 1M
- -8.97%
- YTD
- -11.15%
- 6M
- -8.04%
- 1Y
- 22.53%
- 3Y*
- 24.68%
- 5Y*
- 11.15%
- 10Y*
- 18.55%
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FSAMX vs. FBGRX - Expense Ratio Comparison
FSAMX has a 0.33% expense ratio, which is lower than FBGRX's 0.79% expense ratio.
Return for Risk
FSAMX vs. FBGRX — Risk / Return Rank
FSAMX
FBGRX
FSAMX vs. FBGRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Strategic Advisers Emerging Markets Fund (FSAMX) 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.
| FSAMX | FBGRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.73 | 0.91 | +0.82 |
Sortino ratioReturn per unit of downside risk | 2.35 | 1.43 | +0.92 |
Omega ratioGain probability vs. loss probability | 1.34 | 1.20 | +0.14 |
Calmar ratioReturn relative to maximum drawdown | 2.45 | 1.36 | +1.09 |
Martin ratioReturn relative to average drawdown | 9.86 | 5.44 | +4.42 |
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
| FSAMX | FBGRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.73 | 0.91 | +0.82 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.24 | 0.45 | -0.21 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.48 | 0.79 | -0.31 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.25 | 0.64 | -0.39 |
Correlation
The correlation between FSAMX and FBGRX is 0.65, 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.
Dividends
FSAMX vs. FBGRX - Dividend Comparison
FSAMX's dividend yield for the trailing twelve months is around 2.35%, more than FBGRX's 2.14% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSAMX Strategic Advisers Emerging Markets Fund | 2.35% | 2.38% | 2.53% | 2.57% | 2.64% | 3.04% | 0.99% | 2.09% | 1.67% | 1.30% | 1.22% | 1.35% |
FBGRX Fidelity Blue Chip Growth Fund | 2.14% | 1.90% | 5.95% | 0.93% | 0.57% | 8.73% | 6.40% | 3.70% | 6.32% | 4.23% | 4.05% | 5.30% |
Drawdowns
FSAMX vs. FBGRX - Drawdown Comparison
The maximum FSAMX drawdown since its inception was -40.87%, smaller than the maximum FBGRX drawdown of -58.64%. Use the drawdown chart below to compare losses from any high point for FSAMX and FBGRX.
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Drawdown Indicators
| FSAMX | FBGRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.87% | -58.64% | +17.77% |
Max Drawdown (1Y)Largest decline over 1 year | -13.04% | -13.89% | +0.85% |
Max Drawdown (5Y)Largest decline over 5 years | -38.64% | -43.08% | +4.44% |
Max Drawdown (10Y)Largest decline over 10 years | -40.87% | -43.08% | +2.21% |
Current DrawdownCurrent decline from peak | -13.04% | -12.65% | -0.39% |
Average DrawdownAverage peak-to-trough decline | -14.04% | -12.58% | -1.46% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.53% | 3.47% | +0.06% |
Volatility
FSAMX vs. FBGRX - Volatility Comparison
Strategic Advisers Emerging Markets Fund (FSAMX) has a higher volatility of 8.20% compared to Fidelity Blue Chip Growth Fund (FBGRX) at 6.13%. This indicates that FSAMX's price experiences larger fluctuations and is considered to be riskier than FBGRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FSAMX | FBGRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.20% | 6.13% | +2.07% |
Volatility (6M)Calculated over the trailing 6-month period | 12.91% | 13.36% | -0.45% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.61% | 24.63% | -5.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.06% | 24.86% | -7.80% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.72% | 23.59% | -5.87% |