FSLBX vs. FBCGX
Compare and contrast key facts about Fidelity Select Brokerage & Invmt Mgmt Portfolio (FSLBX) and Fidelity Blue Chip Growth K6 Fund (FBCGX).
FSLBX is managed by Fidelity. It was launched on Jul 29, 1985. FBCGX is managed by Fidelity. It was launched on May 25, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSLBX or FBCGX.
Key characteristics
| FSLBX | FBCGX | |
|---|---|---|
| YTD Return | 38.32% | 36.39% |
| 1Y Return | 59.30% | 45.69% |
| 3Y Return (Ann) | 12.15% | 8.00% |
| 5Y Return (Ann) | 19.93% | 20.89% |
| Sharpe Ratio | 3.71 | 2.57 |
| Sortino Ratio | 4.78 | 3.32 |
| Omega Ratio | 1.65 | 1.46 |
| Calmar Ratio | 5.06 | 3.33 |
| Martin Ratio | 26.67 | 13.22 |
| Ulcer Index | 2.36% | 3.69% |
| Daily Std Dev | 16.94% | 19.02% |
| Max Drawdown | -67.50% | -42.92% |
| Current Drawdown | -1.93% | -0.60% |
Correlation
The correlation between FSLBX and FBCGX is 0.71, 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
FSLBX vs. FBCGX - Performance Comparison
In the year-to-date period, FSLBX achieves a 38.32% return, which is significantly higher than FBCGX's 36.39% 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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FSLBX vs. FBCGX - Expense Ratio Comparison
FSLBX has a 0.75% expense ratio, which is higher than FBCGX's 0.45% expense ratio.
Risk-Adjusted Performance
FSLBX vs. FBCGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Brokerage & Invmt Mgmt Portfolio (FSLBX) and Fidelity Blue Chip Growth K6 Fund (FBCGX). 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
FSLBX vs. FBCGX - Dividend Comparison
FSLBX's dividend yield for the trailing twelve months is around 0.91%, more than FBCGX's 0.55% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSLBX Fidelity Select Brokerage & Invmt Mgmt Portfolio | 0.91% | 1.22% | 1.71% | 0.63% | 1.11% | 1.21% | 1.50% | 1.00% | 1.23% | 2.17% | 1.36% | 0.52% |
FBCGX Fidelity Blue Chip Growth K6 Fund | 0.55% | 0.26% | 0.12% | 0.00% | 0.08% | 0.25% | 0.46% | 0.11% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FSLBX vs. FBCGX - Drawdown Comparison
The maximum FSLBX drawdown since its inception was -67.50%, which is greater than FBCGX's maximum drawdown of -42.92%. Use the drawdown chart below to compare losses from any high point for FSLBX and FBCGX. For additional features, visit the drawdowns tool.
Volatility
FSLBX vs. FBCGX - Volatility Comparison
Fidelity Select Brokerage & Invmt Mgmt Portfolio (FSLBX) has a higher volatility of 7.73% compared to Fidelity Blue Chip Growth K6 Fund (FBCGX) at 5.17%. This indicates that FSLBX's price experiences larger fluctuations and is considered to be riskier than FBCGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.