FSBDX vs. FSKAX
Compare and contrast key facts about Fidelity Series Blue Chip Growth Fund (FSBDX) and Fidelity Total Market Index Fund (FSKAX).
FSBDX is managed by Fidelity. It was launched on Nov 7, 2013. FSKAX is managed by Fidelity.
Performance
FSBDX vs. FSKAX - Performance Comparison
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FSBDX vs. FSKAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FSBDX Fidelity Series Blue Chip Growth Fund | -6.92% | 20.31% | 39.76% | 57.42% | -37.20% | 22.53% | 62.77% | 33.24% | 4.53% | 35.27% |
FSKAX Fidelity Total Market Index Fund | -3.98% | 17.06% | 23.89% | 26.12% | -19.53% | 25.66% | 20.79% | 30.92% | -5.32% | 20.85% |
Returns By Period
In the year-to-date period, FSBDX achieves a -6.92% return, which is significantly lower than FSKAX's -3.98% return. Over the past 10 years, FSBDX has outperformed FSKAX with an annualized return of 19.89%, while FSKAX has yielded a comparatively lower 13.56% annualized return.
FSBDX
- 1D
- 4.49%
- 1M
- -4.93%
- YTD
- -6.92%
- 6M
- -3.87%
- 1Y
- 27.69%
- 3Y*
- 27.12%
- 5Y*
- 12.43%
- 10Y*
- 19.89%
FSKAX
- 1D
- 2.99%
- 1M
- -5.06%
- YTD
- -3.98%
- 6M
- -2.04%
- 1Y
- 17.68%
- 3Y*
- 17.87%
- 5Y*
- 10.50%
- 10Y*
- 13.56%
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FSBDX vs. FSKAX - Expense Ratio Comparison
FSBDX has a 0.00% expense ratio, which is lower than FSKAX's 0.02% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
FSBDX vs. FSKAX — Risk / Return Rank
FSBDX
FSKAX
FSBDX vs. FSKAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Series Blue Chip Growth Fund (FSBDX) and Fidelity Total Market Index Fund (FSKAX). 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 | FSKAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.17 | 0.98 | +0.20 |
Sortino ratioReturn per unit of downside risk | 1.78 | 1.49 | +0.29 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.23 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 2.10 | 1.50 | +0.60 |
Martin ratioReturn relative to average drawdown | 8.31 | 7.20 | +1.11 |
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
| FSBDX | FSKAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.17 | 0.98 | +0.20 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.50 | 0.61 | -0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.85 | 0.74 | +0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.81 | 0.79 | +0.02 |
Correlation
The correlation between FSBDX and FSKAX is 0.90, 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.
Dividends
FSBDX vs. FSKAX - Dividend Comparison
FSBDX's dividend yield for the trailing twelve months is around 4.01%, more than FSKAX's 1.06% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSBDX Fidelity Series Blue Chip Growth Fund | 4.01% | 3.73% | 8.92% | 0.54% | 3.93% | 24.67% | 40.16% | 11.36% | 15.87% | 10.80% | 1.41% | 13.10% |
FSKAX Fidelity Total Market Index Fund | 1.06% | 1.01% | 1.19% | 1.41% | 1.62% | 1.15% | 1.45% | 1.94% | 2.54% | 2.07% | 2.43% | 0.82% |
Drawdowns
FSBDX vs. FSKAX - Drawdown Comparison
The maximum FSBDX drawdown since its inception was -42.25%, which is greater than FSKAX's maximum drawdown of -35.01%. Use the drawdown chart below to compare losses from any high point for FSBDX and FSKAX.
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Drawdown Indicators
| FSBDX | FSKAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.25% | -35.01% | -7.24% |
Max Drawdown (1Y)Largest decline over 1 year | -13.65% | -12.42% | -1.23% |
Max Drawdown (5Y)Largest decline over 5 years | -42.25% | -25.39% | -16.86% |
Max Drawdown (10Y)Largest decline over 10 years | -42.25% | -35.01% | -7.24% |
Current DrawdownCurrent decline from peak | -8.47% | -6.20% | -2.27% |
Average DrawdownAverage peak-to-trough decline | -7.33% | -4.05% | -3.28% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.46% | 2.60% | +0.86% |
Volatility
FSBDX vs. FSKAX - Volatility Comparison
Fidelity Series Blue Chip Growth Fund (FSBDX) has a higher volatility of 7.75% compared to Fidelity Total Market Index Fund (FSKAX) at 5.52%. This indicates that FSBDX's price experiences larger fluctuations and is considered to be riskier than FSKAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FSBDX | FSKAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.75% | 5.52% | +2.23% |
Volatility (6M)Calculated over the trailing 6-month period | 14.03% | 9.85% | +4.18% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.87% | 18.69% | +6.18% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.82% | 17.42% | +7.40% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.45% | 18.44% | +5.01% |