FSBDX vs. FBGRX
FSBDX (Fidelity Series Blue Chip Growth Fund) and FBGRX (Fidelity Blue Chip Growth Fund) are both Large Cap Growth Equities funds from Fidelity. Over the past 10 years, FSBDX returned 23.30%/yr vs 22.38%/yr for FBGRX. With a 1.00 correlation, they move nearly in lockstep. FSBDX charges 0.00%/yr vs 0.79%/yr for FBGRX.
Performance
FSBDX vs. FBGRX - Performance Comparison
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Returns By Period
In the year-to-date period, FSBDX achieves a 17.97% return, which is significantly higher than FBGRX's 16.84% return. Both investments have delivered pretty close results over the past 10 years, with FSBDX having a 23.30% annualized return and FBGRX not far behind at 22.38%.
FSBDX
- 1D
- -1.85%
- 1M
- 3.32%
- YTD
- 17.97%
- 6M
- 16.75%
- 1Y
- 42.72%
- 3Y*
- 31.68%
- 5Y*
- 16.24%
- 10Y*
- 23.30%
FBGRX
- 1D
- -1.86%
- 1M
- 2.83%
- YTD
- 16.84%
- 6M
- 15.60%
- 1Y
- 40.72%
- 3Y*
- 30.85%
- 5Y*
- 15.32%
- 10Y*
- 22.38%
FSBDX vs. FBGRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FSBDX Fidelity Series Blue Chip Growth Fund | 17.97% | 20.31% | 39.76% | 57.42% | -37.20% | 22.53% | 62.77% | 33.24% | 4.53% | 35.27% |
FBGRX Fidelity Blue Chip Growth Fund | 16.84% | 19.91% | 39.77% | 55.61% | -38.45% | 22.64% | 62.20% | 33.43% | 1.02% | 36.01% |
Correlation
The correlation between FSBDX and FBGRX is 1.00 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 1.00 |
Correlation (3Y) Calculated over the trailing 3-year period | 1.00 |
Correlation (5Y) Calculated over the trailing 5-year period | 1.00 |
Correlation (10Y) Calculated over the trailing 10-year period | 1.00 |
Correlation (All Time) Calculated using the full available price history since Nov 19, 2013 | 1.00 |
The correlation between FSBDX and FBGRX has been stable across timeframes, ranging from 1.00 to 1.00 - a consistent structural relationship.
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Return for Risk
FSBDX vs. FBGRX — Risk / Return Rank
FSBDX
FBGRX
FSBDX vs. FBGRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Series Blue Chip Growth Fund (FSBDX) 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| FSBDX | FBGRX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.10 | ||
| Sortino ratioReturn per unit of downside risk | +0.11 | ||
| Omega ratioGain probability vs. loss probability | 1.40 | 1.38 | +0.02 |
| Calmar ratioReturn relative to maximum drawdown | 3.53 | 3.31 | +0.22 |
| Martin ratioReturn relative to average drawdown | 14.47 | 13.66 | +0.81 |
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Drawdowns
FSBDX vs. FBGRX - Drawdown Comparison
The maximum FSBDX drawdown since its inception was -42.25%, smaller than the maximum FBGRX drawdown of -58.64%. Use the drawdown chart below to compare losses from any high point for FSBDX and FBGRX.
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Drawdown Indicators
| FSBDX | FBGRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.25% | -58.64% | +16.39% |
Max Drawdown (1Y)Largest decline over 1 year | -12.41% | -12.65% | +0.24% |
Max Drawdown (3Y)Largest decline over 3 years | -27.09% | -27.07% | -0.02% |
Max Drawdown (5Y)Largest decline over 5 years | -42.25% | -43.08% | +0.83% |
Max Drawdown (10Y)Largest decline over 10 years | -42.25% | -43.08% | +0.83% |
Current DrawdownCurrent decline from peak | -2.13% | -2.19% | +0.06% |
Average DrawdownAverage peak-to-trough decline | -7.22% | -12.51% | +5.29% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.02% | 3.06% | -0.04% |
Volatility
FSBDX vs. FBGRX - Volatility Comparison
Fidelity Series Blue Chip Growth Fund (FSBDX) and Fidelity Blue Chip Growth Fund (FBGRX) have volatilities of 8.21% and 8.03%, 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
| FSBDX | FBGRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.21% | 8.03% | +0.18% |
Volatility (6M)Calculated over the trailing 6-month period | 14.79% | 14.72% | +0.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.91% | 18.85% | +0.06% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.00% | 25.09% | -0.09% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.62% | 23.80% | -0.18% |
FSBDX vs. FBGRX - Expense Ratio Comparison
FSBDX has a 0.00% expense ratio, which is lower than FBGRX's 0.79% expense ratio.
Dividends
FSBDX vs. FBGRX - Dividend Comparison
FSBDX's dividend yield for the trailing twelve months is around 3.16%, more than FBGRX's 1.63% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FBGRX Fidelity Blue Chip Growth Fund | 1.63% | 1.90% | 5.95% | 0.93% | 0.57% | 8.73% | 6.40% | 3.70% | 6.32% | 4.23% | 4.05% | 5.30% |
FSBDX Fidelity Series Blue Chip Growth Fund | 3.16% | 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
With a correlation of 1.00, FSBDX and FBGRX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
FSBDX has higher volatility (8.21%) compared to FBGRX (8.03%). In terms of maximum drawdown, FSBDX dropped -42.25% vs FBGRX's -58.64%.
FSBDX currently has the higher Sharpe Ratio (2.32 vs 2.23), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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