FSPGX vs. FBGRX
Compare and contrast key facts about Fidelity Large Cap Growth Index Fund (FSPGX) and Fidelity Blue Chip Growth Fund (FBGRX).
FSPGX is managed by Fidelity. 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: FSPGX or FBGRX.
Key characteristics
| FSPGX | FBGRX | |
|---|---|---|
| YTD Return | 8.41% | 13.57% |
| 1Y Return | 34.99% | 48.41% |
| 3Y Return (Ann) | 8.78% | 6.49% |
| 5Y Return (Ann) | 16.77% | 18.70% |
| Sharpe Ratio | 2.49 | 2.88 |
| Daily Std Dev | 15.12% | 17.98% |
| Max Drawdown | -32.66% | -57.42% |
| Current Drawdown | -3.27% | -2.93% |
Correlation
The correlation between FSPGX and FBGRX 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
FSPGX vs. FBGRX - Performance Comparison
In the year-to-date period, FSPGX achieves a 8.41% return, which is significantly lower than FBGRX's 13.57% 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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FSPGX vs. FBGRX - Expense Ratio Comparison
FSPGX has a 0.04% expense ratio, which is lower than FBGRX's 0.79% expense ratio.
Risk-Adjusted Performance
FSPGX vs. FBGRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Large Cap Growth Index Fund (FSPGX) 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
FSPGX vs. FBGRX - Dividend Comparison
FSPGX's dividend yield for the trailing twelve months is around 0.68%, less than FBGRX's 0.82% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSPGX Fidelity Large Cap Growth Index Fund | 0.68% | 0.73% | 0.86% | 2.22% | 1.76% | 1.04% | 1.47% | 1.22% | 0.29% | 0.00% | 0.00% | 0.00% |
FBGRX Fidelity Blue Chip Growth Fund | 0.82% | 0.93% | 0.57% | 8.73% | 6.40% | 3.70% | 6.32% | 4.28% | 4.05% | 5.07% | 6.08% | 7.80% |
Drawdowns
FSPGX vs. FBGRX - Drawdown Comparison
The maximum FSPGX drawdown since its inception was -32.66%, smaller than the maximum FBGRX drawdown of -57.42%. Use the drawdown chart below to compare losses from any high point for FSPGX and FBGRX. For additional features, visit the drawdowns tool.
Volatility
FSPGX vs. FBGRX - Volatility Comparison
The current volatility for Fidelity Large Cap Growth Index Fund (FSPGX) is 4.99%, while Fidelity Blue Chip Growth Fund (FBGRX) has a volatility of 6.44%. This indicates that FSPGX experiences smaller price fluctuations and is considered to be less risky than FBGRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.