FSBDX vs. FATEX

Last updated Jun 3, 2026

FSBDX (Fidelity Series Blue Chip Growth Fund) and FATEX (Fidelity Advisor Technology Fund Class M) are both mutual funds - FSBDX is a Large Cap Growth Equities fund managed by Fidelity, while FATEX is a Technology Equities fund managed by Fidelity. Their correlation of 0.92 suggests significant overlap in exposure. FSBDX charges 0.00%/yr vs 1.21%/yr for FATEX.

Performance

FSBDX vs. FATEX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Series Blue Chip Growth Fund (FSBDX) and Fidelity Advisor Technology Fund Class M (FATEX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

FSBDX

• 1D: 0.93%
• 1M: 8.71%
• YTD: 18.41%
• 6M: 19.62%
• 1Y: 46.21%
• 3Y*: 32.92%
• 5Y*: 17.44%
• 10Y*: 22.67%

FATEX

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

FSBDX vs. FATEX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
FSBDX Fidelity Series Blue Chip Growth Fund	18.41%	20.31%	39.76%	57.42%	-37.20%	22.53%	62.77%	33.24%	4.53%	35.27%
FATEX Fidelity Advisor Technology Fund Class M	0.00%	24.05%	34.69%	58.93%	-36.34%	26.95%	63.52%	50.18%	-8.78%	49.01%

Correlation

The correlation between FSBDX and FATEX is 0.54, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.54
Correlation (3Y) Calculated over the trailing 3-year period	0.84
Correlation (5Y) Calculated over the trailing 5-year period	0.91
Correlation (10Y) Calculated over the trailing 10-year period	0.92
Correlation (All Time) Calculated using the full available price history since Nov 20, 2013	0.92

Over the past year, the correlation between FSBDX and FATEX has dropped to 0.54 - well below their long-term average of 0.92, suggesting their price drivers have been diverging.

Return for Risk

FSBDX vs. FATEX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FSBDX

FSBDX Risk / Return Rank: 78
FSBDX Sharpe Ratio Rank: 85
FSBDX Sortino Ratio Rank: 70
FSBDX Omega Ratio Rank: 68
FSBDX Calmar Ratio Rank: 82
FSBDX Martin Ratio Rank: 84

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

FSBDX vs. FATEX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Series Blue Chip Growth Fund (FSBDX) and Fidelity Advisor Technology Fund Class M (FATEX). 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.

	FSBDX	FATEX	Difference
Sharpe ratio Return per unit of total volatility	2.74	—	—
Sortino ratio Return per unit of downside risk	3.50	—	—
Omega ratio Gain probability vs. loss probability	1.46	—	—
Calmar ratio Return relative to maximum drawdown	3.78	—	—
Martin ratio Return relative to average drawdown	15.94	—	—
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

Sharpe Ratios by Period

	FSBDX	FATEX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	2.74	—	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.71	—	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.97	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.90	—	—

Drawdowns

Drawdown Indicators

	FSBDX	FATEX	Difference
Max Drawdown Largest peak-to-trough decline	-42.25%	—	—
Max Drawdown (1Y) Largest decline over 1 year	-12.41%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-27.09%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-42.25%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-42.25%	—	—
Current Drawdown Current decline from peak	0.00%	—	—
Average Drawdown Average peak-to-trough decline	-7.24%	—	—
Ulcer Index Depth and duration of drawdowns from previous peaks	2.94%	—	—

Volatility

Volatility by Period

	FSBDX	FATEX	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.21%	—	—
Volatility (6M) Calculated over the trailing 6-month period	12.98%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	17.45%	—	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	24.78%	—	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	23.51%	—	—

FSBDX vs. FATEX - Expense Ratio Comparison

FSBDX has a 0.00% expense ratio, which is lower than FATEX's 1.21% expense ratio.

Dividends

FSBDX vs. FATEX - Dividend Comparison

FSBDX's dividend yield for the trailing twelve months is around 3.15%, less than FATEX's 12.39% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
FATEX Fidelity Advisor Technology Fund Class M	12.39%	12.39%	8.86%	4.29%	4.07%	13.60%	8.26%	2.48%	25.20%	8.44%	1.60%	4.60%
FSBDX Fidelity Series Blue Chip Growth Fund	3.15%	3.73%	8.92%	0.54%	3.93%	24.67%	40.16%	11.36%	15.87%	10.80%	1.41%	13.10%

Frequently Asked Questions

Can I hold both FSBDX and FATEX in my portfolio?

FSBDX and FATEX have a correlation of 0.54, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.