FSCSX vs. FBGRX
Compare and contrast key facts about Fidelity Select Software & IT Services Portfolio (FSCSX) and Fidelity Blue Chip Growth Fund (FBGRX).
FSCSX is managed by Fidelity. It was launched on Jul 29, 1985. 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: FSCSX or FBGRX.
Performance
FSCSX vs. FBGRX - Performance Comparison
Returns By Period
In the year-to-date period, FSCSX achieves a 6.18% return, which is significantly lower than FBGRX's 33.68% return. Over the past 10 years, FSCSX has underperformed FBGRX with an annualized return of 10.42%, while FBGRX has yielded a comparatively higher 13.79% annualized return.
FSCSX
6.18%
5.61%
6.99%
8.25%
8.55%
10.42%
FBGRX
33.68%
1.35%
12.47%
42.12%
17.66%
13.79%
Key characteristics
FSCSX | FBGRX | |
---|---|---|
Sharpe Ratio | 0.46 | 2.19 |
Sortino Ratio | 0.69 | 2.88 |
Omega Ratio | 1.10 | 1.40 |
Calmar Ratio | 0.34 | 2.37 |
Martin Ratio | 1.04 | 10.66 |
Ulcer Index | 8.28% | 3.97% |
Daily Std Dev | 18.93% | 19.33% |
Max Drawdown | -58.42% | -57.42% |
Current Drawdown | -11.75% | -2.90% |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FSCSX vs. FBGRX - Expense Ratio Comparison
FSCSX has a 0.67% expense ratio, which is lower than FBGRX's 0.79% expense ratio.
Correlation
The correlation between FSCSX and FBGRX is 0.82, 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.
Risk-Adjusted Performance
FSCSX vs. FBGRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Software & IT Services Portfolio (FSCSX) 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
FSCSX vs. FBGRX - Dividend Comparison
FSCSX has not paid dividends to shareholders, while FBGRX's dividend yield for the trailing twelve months is around 0.20%.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Fidelity Select Software & IT Services Portfolio | 0.00% | 0.00% | 0.00% | 0.00% | 0.55% | 0.23% | 0.04% | 0.00% | 0.03% | 2.35% | 10.43% | 4.72% |
Fidelity Blue Chip Growth Fund | 0.20% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.12% | 0.09% | 0.22% | 5.07% | 6.08% | 7.80% |
Drawdowns
FSCSX vs. FBGRX - Drawdown Comparison
The maximum FSCSX drawdown since its inception was -58.42%, roughly equal to the maximum FBGRX drawdown of -57.42%. Use the drawdown chart below to compare losses from any high point for FSCSX and FBGRX. For additional features, visit the drawdowns tool.
Volatility
FSCSX vs. FBGRX - Volatility Comparison
Fidelity Select Software & IT Services Portfolio (FSCSX) has a higher volatility of 6.05% compared to Fidelity Blue Chip Growth Fund (FBGRX) at 5.74%. This indicates that FSCSX's price experiences larger fluctuations and is considered to be riskier than FBGRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.