FSBDX vs. FBGRX
Compare and contrast key facts about Fidelity Series Blue Chip Growth Fund (FSBDX) and Fidelity Blue Chip Growth Fund (FBGRX).
FSBDX is managed by Fidelity. It was launched on Nov 7, 2013. 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: FSBDX or FBGRX.
Correlation
The correlation between FSBDX and FBGRX is 0.89, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
FSBDX vs. FBGRX - Performance Comparison
Key characteristics
FSBDX:
0.05
FBGRX:
0.36
FSBDX:
0.27
FBGRX:
0.69
FSBDX:
1.04
FBGRX:
1.10
FSBDX:
0.05
FBGRX:
0.38
FSBDX:
0.17
FBGRX:
1.25
FSBDX:
9.17%
FBGRX:
8.12%
FSBDX:
28.94%
FBGRX:
27.98%
FSBDX:
-55.57%
FBGRX:
-57.42%
FSBDX:
-19.58%
FBGRX:
-16.58%
Returns By Period
The year-to-date returns for both stocks are quite close, with FSBDX having a -12.45% return and FBGRX slightly lower at -12.57%. Over the past 10 years, FSBDX has underperformed FBGRX with an annualized return of 4.90%, while FBGRX has yielded a comparatively higher 15.90% annualized return.
FSBDX
-12.45%
0.64%
-7.47%
-0.83%
3.24%
4.90%
FBGRX
-12.57%
0.32%
-7.60%
7.60%
18.18%
15.90%
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FSBDX vs. FBGRX - Expense Ratio Comparison
FSBDX has a 0.00% expense ratio, which is lower than FBGRX's 0.79% expense ratio.
Risk-Adjusted Performance
FSBDX vs. FBGRX — Risk-Adjusted Performance Rank
FSBDX
FBGRX
FSBDX vs. FBGRX - Risk-Adjusted Performance 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.
Dividends
FSBDX vs. FBGRX - Dividend Comparison
FSBDX's dividend yield for the trailing twelve months is around 0.80%, less than FBGRX's 6.80% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSBDX Fidelity Series Blue Chip Growth Fund | 0.80% | 0.70% | 0.54% | 0.63% | 0.33% | 0.60% | 0.72% | 0.93% | 0.53% | 0.28% | 11.66% | 1.20% |
FBGRX Fidelity Blue Chip Growth Fund | 6.80% | 5.95% | 0.93% | 0.57% | 8.73% | 6.40% | 3.70% | 6.32% | 4.28% | 4.05% | 5.07% | 6.08% |
Drawdowns
FSBDX vs. FBGRX - Drawdown Comparison
The maximum FSBDX drawdown since its inception was -55.57%, roughly equal to the maximum FBGRX drawdown of -57.42%. Use the drawdown chart below to compare losses from any high point for FSBDX and FBGRX. For additional features, visit the drawdowns tool.
Volatility
FSBDX vs. FBGRX - Volatility Comparison
Fidelity Series Blue Chip Growth Fund (FSBDX) and Fidelity Blue Chip Growth Fund (FBGRX) have volatilities of 18.14% and 18.28%, 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.