Correlation
The correlation between FSTKX and FBGRX is 0.92, 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.
FSTKX vs. FBGRX
Compare and contrast key facts about Federated Hermes MDT Large Cap Value Fund (FSTKX) and Fidelity Blue Chip Growth Fund (FBGRX).
FSTKX is managed by Federated. It was launched on Mar 31, 1982. 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: FSTKX or FBGRX.
Performance
FSTKX vs. FBGRX - Performance Comparison
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Key characteristics
FSTKX:
0.98
FBGRX:
0.42
FSTKX:
1.36
FBGRX:
0.68
FSTKX:
1.20
FBGRX:
1.09
FSTKX:
1.02
FBGRX:
0.37
FSTKX:
3.94
FBGRX:
1.13
FSTKX:
3.91%
FBGRX:
8.83%
FSTKX:
16.82%
FBGRX:
28.42%
FSTKX:
-53.21%
FBGRX:
-58.02%
FSTKX:
-1.35%
FBGRX:
-8.03%
Returns By Period
In the year-to-date period, FSTKX achieves a 5.53% return, which is significantly higher than FBGRX's -3.61% return. Over the past 10 years, FSTKX has underperformed FBGRX with an annualized return of 9.94%, while FBGRX has yielded a comparatively higher 16.86% annualized return.
FSTKX
5.53%
5.52%
-1.24%
16.11%
13.09%
16.99%
9.94%
FBGRX
-3.61%
8.83%
-2.33%
12.20%
21.83%
18.42%
16.86%
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FSTKX vs. FBGRX - Expense Ratio Comparison
FSTKX has a 0.99% expense ratio, which is higher than FBGRX's 0.79% expense ratio.
Risk-Adjusted Performance
FSTKX vs. FBGRX — Risk-Adjusted Performance Rank
FSTKX
FBGRX
FSTKX vs. FBGRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Federated Hermes MDT Large Cap Value Fund (FSTKX) 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.
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Dividends
FSTKX vs. FBGRX - Dividend Comparison
FSTKX's dividend yield for the trailing twelve months is around 14.36%, more than FBGRX's 6.17% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSTKX Federated Hermes MDT Large Cap Value Fund | 14.36% | 15.06% | 1.86% | 14.61% | 18.45% | 1.30% | 2.63% | 10.03% | 10.01% | 5.12% | 9.25% | 8.25% |
FBGRX Fidelity Blue Chip Growth Fund | 6.17% | 5.95% | 0.93% | 0.57% | 8.73% | 6.40% | 3.70% | 6.32% | 4.28% | 4.05% | 5.30% | 5.96% |
Drawdowns
FSTKX vs. FBGRX - Drawdown Comparison
The maximum FSTKX drawdown since its inception was -53.21%, smaller than the maximum FBGRX drawdown of -58.02%. Use the drawdown chart below to compare losses from any high point for FSTKX and FBGRX.
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Volatility
FSTKX vs. FBGRX - Volatility Comparison
The current volatility for Federated Hermes MDT Large Cap Value Fund (FSTKX) is 4.49%, while Fidelity Blue Chip Growth Fund (FBGRX) has a volatility of 6.52%. This indicates that FSTKX 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.
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