FSBDX vs. FSPGX
Compare and contrast key facts about Fidelity Series Blue Chip Growth Fund (FSBDX) and Fidelity Large Cap Growth Index Fund (FSPGX).
FSBDX is managed by Fidelity. It was launched on Nov 7, 2013. FSPGX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSBDX or FSPGX.
Key characteristics
| FSBDX | FSPGX | |
|---|---|---|
| YTD Return | 36.19% | 31.29% |
| 1Y Return | 45.78% | 38.95% |
| 3Y Return (Ann) | 8.86% | 10.26% |
| 5Y Return (Ann) | 23.24% | 19.66% |
| Sharpe Ratio | 2.37 | 2.34 |
| Sortino Ratio | 3.09 | 3.03 |
| Omega Ratio | 1.43 | 1.43 |
| Calmar Ratio | 3.05 | 2.96 |
| Martin Ratio | 11.52 | 11.64 |
| Ulcer Index | 3.98% | 3.34% |
| Daily Std Dev | 19.29% | 16.65% |
| Max Drawdown | -42.25% | -32.66% |
| Current Drawdown | -0.87% | -0.69% |
Correlation
The correlation between FSBDX and FSPGX is 0.96, 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. FSPGX - Performance Comparison
In the year-to-date period, FSBDX achieves a 36.19% return, which is significantly higher than FSPGX's 31.29% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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FSBDX vs. FSPGX - Expense Ratio Comparison
FSBDX has a 0.00% expense ratio, which is lower than FSPGX's 0.04% 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%.
Risk-Adjusted Performance
FSBDX vs. FSPGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Series Blue Chip Growth Fund (FSBDX) and Fidelity Large Cap Growth Index Fund (FSPGX). 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. FSPGX - Dividend Comparison
FSBDX's dividend yield for the trailing twelve months is around 0.64%, more than FSPGX's 0.42% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSBDX Fidelity Series Blue Chip Growth Fund | 0.64% | 0.54% | 0.63% | 0.33% | 0.60% | 0.72% | 0.93% | 0.53% | 0.28% | 11.66% | 1.20% | 0.08% |
FSPGX Fidelity Large Cap Growth Index Fund | 0.42% | 0.73% | 0.86% | 0.54% | 0.74% | 0.99% | 1.14% | 0.99% | 0.30% | 0.00% | 0.00% | 0.00% |
Drawdowns
FSBDX vs. FSPGX - Drawdown Comparison
The maximum FSBDX drawdown since its inception was -42.25%, which is greater than FSPGX's maximum drawdown of -32.66%. Use the drawdown chart below to compare losses from any high point for FSBDX and FSPGX. For additional features, visit the drawdowns tool.
Volatility
FSBDX vs. FSPGX - Volatility Comparison
Fidelity Series Blue Chip Growth Fund (FSBDX) has a higher volatility of 5.25% compared to Fidelity Large Cap Growth Index Fund (FSPGX) at 4.98%. This indicates that FSBDX's price experiences larger fluctuations and is considered to be riskier than FSPGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.