FSHOX vs. FBGRX
Compare and contrast key facts about Fidelity Select Construction & Housing Portfolio (FSHOX) and Fidelity Blue Chip Growth Fund (FBGRX).
FSHOX is managed by Fidelity Investments. It was launched on Sep 28, 1986. 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: FSHOX or FBGRX.
Correlation
The correlation between FSHOX and FBGRX is 0.70, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
FSHOX vs. FBGRX - Performance Comparison
Key characteristics
FSHOX:
1.04
FBGRX:
1.63
FSHOX:
1.53
FBGRX:
2.17
FSHOX:
1.18
FBGRX:
1.29
FSHOX:
1.37
FBGRX:
2.23
FSHOX:
3.39
FBGRX:
6.78
FSHOX:
5.75%
FBGRX:
4.95%
FSHOX:
18.84%
FBGRX:
20.62%
FSHOX:
-60.35%
FBGRX:
-55.96%
FSHOX:
-9.03%
FBGRX:
-2.83%
Returns By Period
In the year-to-date period, FSHOX achieves a 5.19% return, which is significantly higher than FBGRX's 1.94% return. Over the past 10 years, FSHOX has underperformed FBGRX with an annualized return of 9.54%, while FBGRX has yielded a comparatively higher 13.78% annualized return.
FSHOX
5.19%
3.12%
6.06%
17.67%
15.14%
9.54%
FBGRX
1.94%
0.82%
7.72%
29.76%
15.26%
13.78%
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FSHOX vs. FBGRX - Expense Ratio Comparison
FSHOX has a 0.76% expense ratio, which is lower than FBGRX's 0.79% expense ratio.
Risk-Adjusted Performance
FSHOX vs. FBGRX — Risk-Adjusted Performance Rank
FSHOX
FBGRX
FSHOX vs. FBGRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Construction & Housing Portfolio (FSHOX) 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
FSHOX vs. FBGRX - Dividend Comparison
FSHOX's dividend yield for the trailing twelve months is around 0.68%, more than FBGRX's 0.23% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSHOX Fidelity Select Construction & Housing Portfolio | 0.68% | 0.71% | 0.82% | 0.80% | 0.49% | 0.84% | 0.96% | 1.16% | 0.47% | 0.77% | 2.07% | 4.92% |
FBGRX Fidelity Blue Chip Growth Fund | 0.23% | 0.23% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.12% | 0.09% | 0.22% | 5.07% | 6.08% |
Drawdowns
FSHOX vs. FBGRX - Drawdown Comparison
The maximum FSHOX drawdown since its inception was -60.35%, which is greater than FBGRX's maximum drawdown of -55.96%. Use the drawdown chart below to compare losses from any high point for FSHOX and FBGRX. For additional features, visit the drawdowns tool.
Volatility
FSHOX vs. FBGRX - Volatility Comparison
Fidelity Select Construction & Housing Portfolio (FSHOX) and Fidelity Blue Chip Growth Fund (FBGRX) have volatilities of 6.56% and 6.50%, 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.